How Stockveil works
From a scattered pile of brokerage statements to a clear, projected picture of where your money is going — in three steps.
1. Connect your accounts
Securely link your brokerage, 401(k), and IRA accounts through SnapTrade with read-only access — Schwab, Fidelity, Vanguard, and dozens more. Stockveil syncs your holdings automatically and never stores your broker credentials.
- Aggregate every account — taxable brokerage, 401(k), and IRA — in one place
- Track any stock or fund you own, plus tickers you just want to watch
- Read-only by design: Stockveil can see balances, never move money
2. Build your dashboard, your way
Your holdings land on a fully draggable dashboard you arrange however you think. Drag any widget anywhere, resize it, and refresh live prices on demand so your totals, top holdings, and distinct symbols stay current.
- Drag-and-drop widgets — put what matters most front and center
- On-demand live prices so your total value stays current
- Totals, distinct symbols, and top holdings at a glance
3. Plan your future
Pick a horizon from 1 to 30 years and Stockveil projects your portfolio forward in three honest scenarios — good, average, and bad — each with a projected balance and compound annual growth rate (CAGR) drawn from your holdings' real price history. It's transparent math, not a black box.
- Deterministic CAGR bands from your own price history — no hidden model
- Good / average / bad scenarios side by side, 1–30 years out
- Bring your own AI key for plain-English narratives on every scenario