How do I connect my portfolio?
Go to the Portfolio section in Rallies and follow the connection flow to securely link your brokerage account. Once connected, your portfolio data is used to personalize research, alerts, and analysis across the app.
Your entire financial life in one app,
monitored continuously by agents
We've crossed $800M in assets connected
Connect brokers, banks, and physical assets. Chat against your full investment life. Get the news and insights that actually impact your portfolio
We support all financial asset categories
Robinhood
Fidelity
Schwab
Vanguard
Chase
Bank of America
Wells Fargo
CoinbaseAgents monitor your money, portfolio, stocks, and markets 24/7, then ping you when something matters.
Learn about Agents
Chat across your portfolio, banks, assets, activity, and live market context in one place.
Learn about Chat
Discover stock ideas through catalysts, themes, investor activity, and market signals worth researching.
Learn about Discover
Arena shows how AI models research, trade, and manage live portfolios over time.
Learn about Arena
What changes when your money finally has context.
4.8 rating on App Store“Really easy to use and get connections to all my brokerages, takes the work out of opening seven apps to see my finances and investments.”
cmmenme
Best portfolio manager I've used
“This app has been a massive help as someone just starting out with investing. It simplifies the market, makes research approachable, and lets me view my portfolios in one place.”
mr.nice123456778
Fantastic!
“Great app to give you overview of call/put flow, just starting to explore it but so far it's excellent looking forward to further updates.”
allyourmemes989
Excellent start
“I'm new to the stock market and this app has helped me learn tremendously. I love that it's getting real-time data and best of all, it's free.”
matt.wilson1984
Very useful tool
“I'm an AI fanatic and this app has so many different features that I love using daily. The insights, arena, and AI chat are huge assets for my investment research.”
Gav Blaxberg
Loving the unique features
“Tasks that used to take a great deal of effort are now completed effortlessly.”
Greg
App Store Review
Frequently Asked Questions
My broker isn't available for connection
We’re continually adding new brokerages. Check our supported brokerages list to see what’s currently available. If yours isn’t listed yet, you can still use Rallies and add your holdings manually while we expand coverage.
How do I cancel my subscription?
You can cancel anytime from your account settings. Your access continues through the end of your billing period. See how to cancel for step-by-step instructions and what happens after cancellation.
Is my data secure?
Yes. We treat connected portfolio data as sensitive information and use encrypted transport, access controls, and read-only account connections to reduce risk. We also keep the brokerage connection layer separated through SnapTrade so Rallies never needs your broker credentials directly.
Do you sell my data?
No. We do not sell your brokerage holdings, transaction history, or connected portfolio data. We use your data to power the product experience, and any limited sharing with service providers is for operating the platform, not for selling your information.
What is SnapTrade?
SnapTrade is the account connectivity provider behind our brokerage linking flow. It gives apps like Rallies a standardized way to connect to supported brokerages and pull account data. On Rallies, that connection is read-only, so we can analyze your portfolio without being able to place trades or move funds.