Rallies

How do I connect my portfolio?

Go to the Portfolio section in Rallies and follow the connection flow to securely link your brokerage account. Once connected, your portfolio data personalizes research, alerts, and analysis across the app.

My broker isn't available for connection

We're continually adding new brokerages. If yours isn't listed yet, you can still use Rallies and add your holdings manually while we expand coverage.

How do I cancel my subscription?

You can cancel anytime from your account settings. Your access continues through the end of your billing period.

Is my data secure?

Yes. We treat connected portfolio data as sensitive information and use encrypted transport, access controls, and read-only account connections. The brokerage connection layer is separated through SnapTrade so Rallies never needs your broker credentials directly.

Do you sell my data?

No. We do not sell your brokerage holdings, transaction history, or connected portfolio data. We use your data to power the product experience, not to sell information.

What is SnapTrade?

SnapTrade is the account connectivity provider behind our brokerage linking flow. On Rallies, that connection is read-only, so we can analyze your portfolio without being able to place trades or move funds.