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Documentation Index

Fetch the complete documentation index at: https://sure-917046f5-docs-backup-restore-clarity.mintlify.app/llms.txt

Use this file to discover all available pages before exploring further.

Sure supports multiple third-party providers for syncing financial accounts and fetching market data. Each provider has different coverage areas, pricing, and features.

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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, and MFAPI (Indian mutual funds). 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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European users

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

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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Cryptocurrency providers

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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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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