SnapTrade MenuBarInstallation

A little more perspective. Right up here.

Your portfolio,
a glance away.

A native Mac companion for your SnapTrade portfolio. Check your balances and holdings, then get back to your day.

Get the internal beta

Internal beta available
For Apple silicon · macOS 14 or later

Finder↗ $128,450.32Fri 9:41 AM
Last updated 9:41 AM

Total assets USD

$128,450.32

+$842.18 (+0.66%) today

HoldingsValue
VTIVanguard Total Stock Market ETF$64,225.16+0.72%
AAPLApple Inc.$38,535.10+0.51%
MSFTMicrosoft Corporation$25,690.06+0.73%
3 positions Connected with SnapTrade
Illustrative preview · Example portfolio data

Made to stay out of your way

One click.
The bigger picture.

Your accounts, together.

See the value and positions from your connected brokerage accounts in one compact view.

Know when it was updated.

MenuBar refreshes hourly and shows the last update time. Refresh manually when you want another look. Brokerage data may be delayed.

Connect on your terms.

Sign in through SnapTrade in your browser and approve read access. MenuBar is a portfolio viewer and does not place trades.

SnapTrade MenuBar app icon

A small app.
A simpler check-in.

This internal beta isn’t signed with an Apple Developer ID or notarized by Apple. macOS requires a manual security exception on first launch.

Download internal beta

SHA-256 checksum · 0.1.2 · 3.0 MB

Apple silicon (M1 or later)
macOS Sonoma 14 or later

Install the internal beta

  1. Download & install

    Download the installer above. Quit any running copy of MenuBar, open the DMG, and drag SnapTrade Menu Bar to Applications. Replace the existing app if prompted.

  2. Open it from Applications

    Open SnapTrade Menu Bar from Applications. If macOS blocks it, open System Settings → Privacy & Security, click Open Anyway, and confirm. Authenticate if prompted, then open the app again. MenuBar appears at the top of your screen.

  3. Connect your portfolio

    Follow the SnapTrade sign-in flow in your browser and approve access to your connected accounts. Return to MenuBar to see your portfolio.

Already tried the test app? Install this beta once to enable future updates through Check for Updates… in the app menu. You may need to reconnect when moving from the test app.