Broker Integrations
Built for complete portfolio tracking.
Import CSV files today, add manual trades when needed, and get ready for brokerage integrations via SnapTrade coming soon.

CSV imports work today, and planned connected workflows will feed the same portfolio system when they are ready.
Set up the right connections without rebuilding your portfolio
Start with CSV imports today, then move into connected workflows later without changing the end result inside Navero.
Prepare your brokerage imports
Use CSV broker exports today, with brokerage integrations via SnapTrade coming soon.

Two integration paths, one portfolio dataset
Navero is built for both CSV imports today and connected workflows later. CSV import gives the broadest compatibility now, while planned SnapTrade integrations are intended to reduce manual work once they are live.
Use connected workflows when SnapTrade integrations are live
Planned for investors who want less manual importing once connected broker authorization is available. Until then, CSV import is the path you can use today.
- Brokerage integrations via SnapTrade coming soon
- Intended for ongoing sync once access is live
- History depth and sync timing will still depend on the connected broker and provider
- CSV imports will still help extend older trade history and improve performance backfill
Use CSV import when coverage and control matter more
CSV import works across every plan and is the reliable option available today. It is also the better choice when you want direct control over the source data or need to extend historical performance further back.
- Upload broker exports or statements directly
- Useful while connected broker workflows are not live yet
- Helpful later as well when older history or missing rows need to be filled
Planned connection coverage and current import paths
This table distinguishes between CSV imports you can use today and connected routes that are still coming soon.
| Broker | Coverage | Current limitation |
|---|---|---|
| Coming soon | Connected import is planned. Use CSV import or manual tracking for now. | |
| Coming soon | Brokerage integrations via SnapTrade are planned. Use CSV import for now. | |
| Coming soon | Planned alongside the IBKR path. Use CSV import for now. | |
| Coming soon | Planned alongside the IBKR path. Use CSV import for now. | |
| Coming soon | Planned alongside the IBKR path. Use CSV import for now. | |
| Coming soon | Brokerage integrations via SnapTrade are planned. Use CSV import for now. | |
| Coming soon | Brokerage integrations via SnapTrade are planned. Use CSV import for now. | |
| Coming soon | Brokerage integrations via SnapTrade are planned. Use CSV import for now. | |
| Coming soon | Brokerage integrations via SnapTrade are planned. Use CSV import for now. | |
| Coming soon | Brokerage integrations via SnapTrade are planned. Use CSV import for now. | |
| Coming soon | Brokerage integrations via SnapTrade are planned. Use CSV import for now. | |
| Coming soon | Connected import is planned. Use CSV import or manual tracking for now. | |
| Coming soon | Connected import is planned. Use CSV import or manual tracking for now. | |
| Coming soon | Connected import is planned. Use CSV import or manual tracking for now. | |
| Coming soon | Brokerage integrations via SnapTrade are planned. Use CSV import for now. | |
| CSV import | Update with a new export or add trades manually. | |
| CSV import | Update with a new export or add trades manually. | |
| CSV import | Update with a new export or add trades manually. |
Choose the plan that fits you
Start with imports today, move into connected workflows later, and scale history depth as your portfolio tracking gets more demanding.
A simple setup for investors who want a clean daily view of their portfolio.
Deeper history and less manual setup, with SnapTrade brokerage integrations coming soon.
Full-depth history and live market updates for investors who want maximum visibility.
Frequently asked questions
SnapTrade is the connectivity layer Navero plans to use for brokerage integrations. Once access is live, it will handle the external brokerage authorization step.

