Overview

Sure supports multiple third-party providers for syncing financial accounts and fetching market data. Each provider has different coverage areas, pricing, and features. See Transaction history and import limits for initial sync defaults, history limits, and options for older transactions.

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Market data providers

Sure uses market data providers to fetch stock, ETF, and mutual fund prices for your investment accounts. You can enable multiple providers at once and configure them from Settings > Self-Hosting. Available providers include Yahoo Finance, Twelve Data, Tiingo, EODHD, Alpha Vantage, MFAPI (Indian mutual funds), and Mansa API (NGX — Nigerian Exchange). See the market data providers page for setup instructions and details on each provider.

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Choosing a provider

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Global coverage

Lunch Flow is recommended for users who need worldwide bank coverage. It’s a paid service that supports institutions across multiple countries and regions.

• Best for: Users with accounts in multiple countries
• Pricing: Paid service
• Documentation: Lunch Flow

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Wise users

Wise connects your Wise multi-currency account directly using a personal API token, syncing balances, Jars, and transfers.

• Best for: Users who hold multiple currencies in a Wise account
• Pricing: Free (requires a Wise personal API token)
• Documentation: Wise

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European users

Trade Republic connects your Trade Republic investment account directly using a secure web login. It syncs your portfolio (stocks, ETFs, bonds, crypto, private market instruments) and cash account (deposits, withdrawals, card payments, interest, dividends).

• Best for: Trade Republic customers in Europe who want to track their investment and cash accounts
• Pricing: Free (requires a Trade Republic account)
• Documentation: Trade Republic

Monobank connects your Monobank (Ukraine) cards and jars directly using Monobank’s personal API, syncing balances and transactions. MCC codes are mapped to your Sure categories on import.

• Best for: Monobank customers in Ukraine
• Pricing: Free (requires a Monobank personal token)
• Documentation: Monobank

Trading 212 connects your Trading 212 investment portfolio using a read-only API key. It syncs your positions, order history, dividends, and cash transactions.

• Best for: Trading 212 customers who want to track their investment portfolio and cash movements
• Pricing: Free (requires a Trading 212 API key)
• Documentation: Trading 212

Fio banka connects your Fio banka (Czechia) account directly using a read-only API token, syncing balances and transaction history. No third-party aggregator is involved.

• Best for: Fio banka customers in Czechia
• Pricing: Free (requires a Fio banka API token)
• Documentation: Fio banka

Enable Banking is recommended for EU users. It provides free access to European banks through PSD2 open banking standards.

• Best for: Users with European bank accounts
• Pricing: Free
• Documentation: Enable Banking

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United States and Canada users

SnapTrade (beta) is a strong option for brokerage connectivity in the US and Canada. It is focused on investment and crypto accounts and works well when you want holdings plus brokerage activity from supported brokers.

• Best for: People who want to sync brokerage and investment accounts through a beta integration
• Pricing: SnapTrade account required; free tier available with connection limits
• Note: Focused on investment and crypto accounts, not everyday banking
• Documentation: SnapTrade

Questrade (beta) connects Canadian investment accounts directly using a personal API refresh token, syncing holdings, balances, and trading activity.

• Best for: Questrade customers in Canada who want to sync their investment accounts
• Pricing: Free (requires a Questrade account with IQ API access)
• Documentation: Questrade

Sophtron (alpha) connects bank, credit card, investment, loan, and other financial accounts in the US and Canada. It supports a wide range of institution types through Sophtron’s aggregation API.

• Best for: US and Canadian users who want broad institution coverage
• Pricing: Check sophtron.com for details
• Note: Currently in alpha
• Documentation: Sophtron

SimpleFIN is a cost-effective option for US users. It offers a simpler, more affordable alternative to Plaid.

• Best for: US users looking for a budget-friendly option
• Pricing: Paid (cheaper than alternatives)
• Documentation: SimpleFIN

Plaid is another US-focused option, but requires more technical setup and may violate their terms of service for personal use.

• Best for: Technical users comfortable with complex setup
• Pricing: Pay-as-you-go
• Note: Using Plaid for personal use might be against their TOS
• Documentation: Plaid

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New Zealand users

Akahu (beta) connects New Zealand bank and investment accounts through the Akahu open banking platform using a personal app token and user token.

• Best for: Users with New Zealand bank accounts
• Pricing: Requires an Akahu account
• Documentation: Akahu

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Australian users

Up bank syncs Australian Up bank accounts with a personal access token. Sure maps Up’s category slugs to your existing Sure categories automatically on import, so transactions arrive pre-categorised.

• Best for: Up bank customers in Australia
• Pricing: Free (requires an Up personal access token)
• Documentation: Up bank

Redbark connects Australian bank accounts through the Consumer Data Right (CDR) open banking framework, with read-only consented access.

• Best for: Users with Australian bank accounts
• Pricing: Paid service (API access requires a Redbark Developer or Professional plan)
• Documentation: Redbark

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Account visibility for family members

Provider connection cards on the accounts page show each family member only accounts they own or that have been shared with them. If an admin connects a provider with multiple accounts and shares only some of them with a member, that member’s card lists only their accessible accounts. Admins see all accounts on every connection regardless of sharing. When a member can see only some accounts on a connection, the sync summary for that card shows counts rather than account names and per-account details. This prevents account names and balances from other members from being revealed through the sync panel. This scoping applies to all providers, including SimpleFIN, Sophtron, SnapTrade, Plaid, Enable Banking, Binance, Kraken, CoinSpot, Trade Republic, Trading 212, and all others. See Family Sharing for more on how account sharing works.

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Categorization providers

Sure categorizes transactions using your configured LLM provider by default. Self-hosted instances with preview features enabled can optionally switch to Jev. Jev (TypeSafe) is a classification provider that answers typed questions about a transaction with calibrated confidence scores rather than generating text. It is a good fit when you want fine-grained control over how certain a model must be before a category is applied.

• Best for: Self-hosted instances that want a dedicated classification model with confidence-based gating
• Pricing: Per-transaction (TypeSafe billing)
• Documentation: Jev (TypeSafe)

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Cryptocurrency providers

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On-chain wallets (self-custody)

On-chain wallets lets you track Bitcoin, EVM networks (Ethereum, Base, Arbitrum, Optimism, Polygon, Gnosis), and Solana wallets directly from their public addresses — no API key, no third-party account required.

• Best for: Tracking self-custody wallets across Bitcoin, Ethereum, and Solana without sharing private keys
• Pricing: Free (uses public blockchain explorers by default)
• Documentation: On-chain wallets

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Binance

Binance integration connects directly to your Binance account to sync spot, margin, and earn balances along with trading history.

• Best for: Binance users who want to track crypto holdings and trades through direct exchange integration
• Pricing: Free (requires Binance API credentials)
• Documentation: Binance

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Coinbase

Coinbase integration connects directly to your Coinbase account using the Coinbase Developer Platform (CDP) API to sync cryptocurrency and fiat holdings.

• Best for: Coinbase users who want direct integration with their exchange account
• Pricing: Free (requires Coinbase API credentials)
• Documentation: Coinbase

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CoinSpot

CoinSpot connects directly to your CoinSpot account using a read-only API key. It imports your crypto holdings, completed order history, on-chain send and receive transactions, and AUD deposits and withdrawals.

• Best for: CoinSpot customers in Australia who want to track their crypto exchange account
• Pricing: Free (requires a CoinSpot read-only API key)
• Documentation: CoinSpot

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CoinStats

CoinStats allows you to sync cryptocurrency wallets, DeFi positions, and centralized exchange accounts from multiple blockchain networks.

• Best for: Tracking crypto holdings across wallets, DeFi protocols, and exchanges
• Pricing: Free (requires CoinStats API key)
• Documentation: CoinStats