JPMorgan Chase integrated investing platform. Connect Chase to TradeOlogy and every fill syncs on its own, so your journal, analytics, and reports build themselves from your real trades - covering stocks, options, with positions and full history included.
About the Chase integration
TradeOlogy links to your Chase account through SnapTrade and imports your trades automatically. There is no spreadsheet to maintain and nothing to copy across by hand - once you connect, your fills flow in on their own and stay current as you keep trading.
From those trades TradeOlogy auto-journals every position, then builds your analytics, performance metrics, and reports for you. Your Chase history becomes a full picture of how you trade, ready to review the moment a trade closes.
What TradeOlogy syncs from Chase
- Positions & holdings
- Stock, ETF, Mutual Fund
- Transactions
- Buy/Sell, Deposit/Withdraw, Dividend, Reinvestment
- Account types
- Basic Trading, CreditCard
- Balances
- Total Cash, Total Account Value
Transaction history: Last 2 years
TradeOlogy is read-only. We import your trades to journal them - we never place trades or move funds.
How to connect Chase to TradeOlogy
- 1Enter your Chase login through SnapTrade's secure, read-only connection.
- 2TradeOlogy imports your full history and open positions from Chase.
- 3Your journal, analytics and reports build themselves from your real fills.
Is it safe to connect my Chase account?
Yes. The Chase connection is built to be read-only and private from end to end.
- Read-only access - We can never place a trade or move money. TradeOlogy only reads your fills to journal them.
- Bank-level encryption - The connection runs through SnapTrade, a regulated data aggregator. Your credentials are never stored by TradeOlogy.
- You stay in control - Disconnect any Chase connection anytime, and your journal is kept.
Get started
Start journaling your Chase trades
Connect Chase and get your full performance picture the moment a trade closes.
Start free trialOther supported brokers
View all supported brokersChase questions, answered
Everything about connecting Chase to TradeOlogy.
Yes. TradeOlogy connects to Chase read-only through SnapTrade, a regulated data aggregator. We can see your trades and positions to journal them, but we can never place a trade or move funds, and your credentials are never stored by TradeOlogy.