How Stockveil works
From a raw pile of brokerage statements to a clear, AI-projected picture of where your money is going — in three steps.
1. Connect your brokerage
Securely link a brokerage through SnapTrade with read-only access. Stockveil syncs your accounts and holdings automatically — no credentials stored.
2. Track in real time
See your total value, distinct symbols, and top holdings in a unified dashboard. Refresh ticker prices on demand to keep everything current.
3. Predict the future
Pick a horizon from 1 to 30 years. Stockveil computes good, average, and bad scenarios with projected balances and CAGR — plus AI narratives when you add a provider key.