Portfolio intake
Connected accounts become analyzable portfolios without manual CSV imports or copy-paste reconciliation.
Broker integrations
Connect live portfolios from 29 supported brokerages and bring holdings, balances, and account structure straight into Genesis Risk Monitor.
AJ Bell
British investment platform and brokerage for self-directed investors.
Alpaca
API-first brokerage serving US trading and investing workflows.
Binance
Global crypto exchange and brokerage platform for digital assets.
BUX
Netherlands-based online broker focused on mobile investing.
Chase
US banking and brokerage access through JPMorgan Chase.
Coinbase
US digital asset exchange and brokerage for crypto investing.
CommSec
Australian online stockbroking platform from Commonwealth Securities.
Empower
Retirement-focused investment and record-keeping platform.
E*TRADE
Digital brokerage for stocks, options, and retirement accounts.
Fidelity
US brokerage and asset management platform with broad retail coverage.
Interactive Brokers
Multi-asset global brokerage for active traders and professionals.
Kraken
Established cryptocurrency exchange founded in the United States.
Moomoo
Global investing app offering stocks, ETFs, and options access.
Public
Investing platform for stocks, ETFs, crypto, and themed investing.
Questrade
Canadian online brokerage and wealth management platform.
Robinhood
Mobile-first brokerage for stocks, ETFs, options, and crypto.
Schwab
Large US financial services firm with brokerage and advisory offerings.
Stake AUS
Australian arm of Stake for global equity investing access.
tastytrade
Options-focused trading platform for active retail traders.
TradeStation
Brokerage and trading technology platform for sophisticated traders.
Tradier
Brokerage API and customizable trading platform for builders and traders.
Trading 212
European mobile brokerage for commission-free investing.
Upstox
Indian online brokerage for equities, derivatives, and funds.
Vanguard US
Large investment company known for low-cost funds and brokerage access.
Wealthsimple
Canadian investing app for stocks and ETFs with streamlined onboarding.
Webull Canada
Canadian offering from Webull's commission-free brokerage platform.
Webull US
US commission-free brokerage for stocks, options, and market data.
Wells Fargo
US financial services company with brokerage and advisory capabilities.
Zerodha
India's largest retail stock brokerage platform.
What this enables
Read-only brokerage sync for real portfolio risk workflows.
SnapTrade handles the brokerage connectivity layer so Genesis Risk Monitor can focus on exposure, stress testing, factor attribution, and portfolio diagnostics once the account is connected.
- Authenticate directly with the broker through SnapTrade's handoff flow.
- Pull connected holdings into the same analytics views used across the product.
- Keep the workflow read-only while still removing spreadsheet exports from the process.
Unified analytics
Once synced, the same holdings feed the dashboards, scenario engine, factor views, and reporting flows.
Coverage requests
If the broker your team needs is missing, contact us and we can review the next integration priority.
Need a broker that is not in the current directory?
Tell us which brokers your portfolios sit with and we can review your workflow, required coverage, and the best onboarding path into Genesis Risk Monitor.