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Get more from money you already have
Optimize your portfolio by finding unnecessary fees, idle cash, & underperforming investments.
Free. It can't trade or move your money.
Works with these brokerages
Wealthsimple
Fidelity
Interactive Brokers
Trading 212
CommSecWorks with these brokerages
WealthsimpleFidelityInteractive BrokersTrading 212CommSecWhat it solves
Most people don't lose money to bad picks. They lose it to small things nobody checks.
6 THINGS FIND MONEY CHECKS
What could be dragging your portfolio down?
01
Fees
What are fees costing you every year?
Find Money turns what your funds charge into a yearly dollar amount. When a comparable lower-fee option exists, it shows what to check before switching.
02
Idle cash
Is there cash you meant to invest?
Find Money shows the cash sitting across all your accounts, even the small balances, and whether a recent deposit or dividend explains it.
03
Overlap
Are your funds more alike than they look?
Find Money shows the repeated and large holdings across your funds, so you can see whether you own the mix you intended.
04
Dividends
What are your dividends buying on autopilot?
Find Money shows where your reinvested dividends have been going, and flags purchases into holdings that are now above the share you chose.
05
Small holdings
What do small holdings add up to?
Find Money adds them up across every account, so you can decide whether each one still belongs in your plans.
06
Underperformers
Could a fund be falling behind?
Find Money compares supported investments to its benchmark, so you can see which ones are trailing it.
Free to use. It can’t trade or move your money.
Connect and take a closer look
1
Connect
Sign in through SnapTrade. You choose what to share.
2
See
Your findings, in dollars, with the details behind each one.
3
Decide
Decide whether anything is worth changing.
Disconnect anytime
Security
Connected securely through SnapTrade
SnapTrade securely links your brokerage to Find Money. Learn about SnapTrade Personal
40+
brokerages supported by SnapTrade
450M+
investor accounts reachable through SnapTrade
View only
Find Money can't trade or move your money.
Private
Find Money uses your data for findings, saved choices and review history.
Encrypted
SnapTrade encrypts your data at rest and in transit.
Secure
SnapTrade is SOC 2 Type II certified. Its systems and processes are independently reviewed.
Disconnect anytime. You can revoke access in SnapTrade and delete your account yourself.
Read SnapTrade's security pageFrequently asked questions
Can it touch my money?+
No. Find Money can view your account information through SnapTrade, but it can't trade or move anything.
Will it check all my investments?+
It checks the accounts you connect, as long as your brokerage is supported. See supported brokerages
Does it find underperforming investments?+
Find Money compares supported funds’ published past returns to their benchmarks, so you can see which ones fell behind. It also flags higher fees and cash that's sitting idle. It doesn't predict future returns.
Is every finding a saving?+
No. Some are just worth a second look. Costs, taxes, and your own plans all matter before you change anything.
How current is the information?+
Find Money checks your accounts when you open the app. Some information may be delayed or saved from an earlier check.
Can I stop access?+
Yes. You can revoke access anytime in SnapTrade, and you can delete your Find Money account yourself. Revoking access stops new data from coming in.
Get all of your money working for you
Free. Scan your portfolio in minutes.
When you connect, Find Money receives account information from SnapTrade and stores connection details, transaction records, saved choices and review history to provide the app. You can revoke access in SnapTrade or delete your account yourself. Revoking access does not delete information already received.