In short
StackViewer connects to Chase — specifically your J.P. Morgan Self-Directed Investing account — through SnapTrade using read-only OAuth. It imports your positions, transaction history, dividends and cash balance, merges them with your other brokers into one portfolio, and then analyses the decisions behind the numbers: entry and exit quality, opportunity cost, and the patterns in how you invest. Connecting Chase is free, and StackViewer can never trade or move money in your account.
What syncs from Chase
Positions
Every holding in your J.P. Morgan Self-Directed Investing account — individual stocks, ETFs and mutual funds — with quantity and market value. Fractional shares (available at Chase on S&P 500 and NASDAQ 100 stocks and ETFs from $5) come across with their exact partial quantity, so a 0.4-share position is tracked as 0.4, not rounded away.
Trade history
Your buys and sells, with trade date, quantity and price, so StackViewer can reconstruct cost basis and score each closed trade. Because most Self-Directed accounts are low-turnover, the history is usually short — which is exactly why every trade matters.
Cash & balances
The uninvested cash sitting in the brokerage account, so your true allocation includes the cash drag. This is the investing balance only — not your linked Chase checking, savings or credit-card balances.
Dividends
Dividend and distribution payments land in your transaction feed and flow into one combined income calendar, so you can see what your Chase holdings actually pay you over the year.
What does not come across: Chase banking products (checking, savings, credit cards, mortgages) are out of scope — StackViewer only reads the J.P. Morgan Self-Directed Investing brokerage account. Options positions are imported as holdings, but complex multi-leg strategy grouping is not reconstructed; each leg appears individually. Automated or advisory portfolios under J.P. Morgan Automated Investing are a separate managed product and are not covered by this read-only Self-Directed connection.
Sync runs three times a day and position values refresh about every 30 minutes during market hours. StackViewer is not a real-time tool and is not built for day trading.
What Chase's own reporting doesn't show you
J.P. Morgan Self-Directed Investing lives inside the Chase app, next to your checking, savings and credit cards. That integration is genuinely convenient, but it means the investing view is a summary bolted onto a banking dashboard: you see current value and a simple gain figure, not a time-weighted return that strips out the effect of your own deposits and withdrawals. If you added $5,000 in a strong quarter, the app's dollar gain flatters you; if you pulled cash out before a rally, it punishes you. StackViewer computes a proper time-weighted return so you can compare your Self-Directed performance honestly against a benchmark and against your other accounts.
The second gap is behavioural. Self-Directed accounts tend to be small in trade count — a handful of considered buys, the occasional sell, some dividend reinvestment — and Chase gives you no way to record why you made each move or to review whether those reasons held up. StackViewer adds a trading journal with reason, conviction and emotion tags, plus 15+ risk metrics (Sharpe, Sortino, Alpha, Beta, Max Drawdown, Value at Risk) that the Chase app simply does not calculate. For a bank-brokerage investor who checks in monthly rather than daily, that turns a static balance into an actual record of decisions you can learn from.
Also use Fidelity?
Chase Self-Directed and Fidelity are a common pairing: many US investors keep a core long-term portfolio at Fidelity and run a smaller, more opportunistic Self-Directed account at Chase because it sits right next to their bank. The problem is that neither app knows the other exists, so your real allocation, your real diversification and your real income are split across two logins. Connect both and StackViewer produces a single time-weighted return across the two accounts, a combined diversification score, and one dividend calendar — rather than two apps you mentally add together.
How the combined multi-broker view works →
Is it safe to connect Chase?
The connection is read-only OAuth through SnapTrade. You log in on Chase's own site — StackViewer never sees your credentials and never stores them. The token that comes back can read positions and history and nothing else: StackViewer cannot place a trade or move a dollar, and no trading permission is requested at any point. You can revoke access from inside Chase whenever you want. In practice, bank-brokerage connections like Chase's occasionally ask you to re-authenticate after a Chase security event or password change; when that happens you simply re-run the read-only login and the connection restores without losing your journal history.
Data is encrypted with AES-256 at rest and TLS 1.2+ in transit, authentication runs on AWS Cognito with optional TOTP MFA, and you can export everything to CSV or delete your account at any time. Full detail on the security page.
Which other brokers can you connect?
StackViewer supports 31 brokers. Search for the others you use:
Frequently asked
- Is it safe to connect Chase to StackViewer?
- Yes — read-only OAuth through SnapTrade. StackViewer never sees your Chase credentials and cannot trade or move money. Revoke it from Chase in one click.
- Can StackViewer place trades on my Chase account?
- No. The token is read-only and trading permission is never requested.
- How often does Chase data sync?
- Three times a day, with position values refreshed roughly every 30 minutes during market hours.
- Is the Chase integration free?
- Yes, on the free plan, with no credit card.
- What Chase data does StackViewer import?
- StackViewer imports the holdings in your J.P. Morgan Self-Directed Investing account — stocks, ETFs, mutual funds, options positions and any fractional shares — along with your cash balance, transaction history and dividend payments. It does not import Chase banking products such as checking, savings or credit-card data, and it is a read-only view for analysis rather than trading.
See it working before you connect anything
The live demo is a real portfolio with six months of history and every analysis screen populated. No signup, no email, no broker connection.
See the live demo or connect Chase freeNo credit card · Read-only access · Free forever plan
StackViewer is not affiliated with, endorsed by, or sponsored by Chase or J.P. Morgan. Chase, J.P. Morgan and their logos are trademarks of their owner. Broker connectivity is provided through SnapTrade and the available data depends on what Chase exposes; details verified 9 September 2026 and subject to change. Not financial advice.