Investments beta: brokerage accounts and portfolio history

Investments is now available in beta in Martia. Connect a brokerage account to see its value, holdings and cash alongside your other finances.

What you can see

  • Your connected brokerage accounts and the latest available balances.
  • A line chart showing how the account’s value has changed over time.
  • Holdings, cash balances and transaction history when your broker provides them.
  • Connection status and the time of the last successful synchronization.

The view works on your phone and desktop. Account management and connection settings are available from the account’s menu.

How to start

Open Investments in Martia and choose Add account. On a phone, you can also find Investments in Settings. Choose a broker from the available list and follow the SnapTrade connection flow.

From 20 October 2026, newly registered accounts receive beta access automatically. Existing pilot participants keep access. It has not yet been enabled for every older Martia account.

About the chart and the data

The history available varies by broker and account. Older valuations may be estimates, and some accounts only have values recorded since connection. Missing history is not a zero balance.

A change in account value can include deposits and withdrawals; it is not the same as investment profit. Martia chooses the available history automatically, so there is no data-source selection to configure.

Connections use SnapTrade with read-only access. Martia does not place trades or move money. The available brokers and the data they supply can change.

Tell us how it works for you

Reply with the broker’s name, whether you use iPhone, Android or the web, and what worked or needs improving. Please keep account numbers, balances, credentials and financial screenshots out of this public thread.

Open Investments · Release notes · Roadmap