Today’s balance is only part of the picture
A single balance tells you what your account is worth now. The chart lets you explore earlier dates and see how its value changed over a period you choose.
A deposit can increase your account’s value even when investment prices stay flat. The chart therefore shows value changes including deposits and withdrawals, not profit or a rate of return.
Choose a period and trace the chart
Open an account, choose a period and slide your finger across the chart to read each date and value. On iPhone, a light haptic marks each new point you select.
SnapTrade can provide estimated history going back up to one year; coverage depends on the account and may have gaps. We distinguish it from valuations recorded by Martia and show those available records when provider history is unavailable. The feature remains part of the invitation-only investments pilot.
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