Aggregate net assets and position details across multiple brokerage accounts, view them in a single panel in the macOS menu bar, with native notifications for dividends, trades, and deposits, saving you the hassle of logging into each portal one by one. https://github.com/chang-07/sylvester…

chang-07/sylvester

Source: https://github.com/chang-07/sylvester

Sylvester is a macOS menubar app showing your net worth and per-account breakdown across every brokerage you’ve linked in SnapTrade — holdings, allocation, a net-worth trend, and an activity feed with native notifications for new dividends, trades, and deposits. It’s a pure local client: tokens live in the macOS Keychain and data is pulled straight from the SnapTrade API.

Install

Homebrew (recommended):

brew install --cask chang-07/tap/sylvester

Or grab the .dmg from Releases and drag Sylvester to Applications.

Sylvester is ad-hoc signed (not notarized), so clear the download quarantine once:

xattr -dr com.apple.quarantine /Applications/Sylvester.app

(or skip it with HOMEBREW_CASK_OPTS="--no-quarantine" brew install --cask chang-07/tap/sylvester). Then launch — the icon appears in your menubar. Requires macOS 14+ (Apple Silicon).

Build from source instead: ./install.sh.

Setup

Click the menubar item, then Sign in with SnapTrade — a browser opens to sign into your SnapTrade account and approve read access. Nothing to paste; tokens are stored in the macOS Keychain. Then Connect Account opens the SnapTrade portal to link your brokerages.

Prefer a partner API key? Expand Advanced in the wizard to paste a clientId + consumerKey (HMAC flow) instead.

Config

Non-secret settings live at ~/.config/sylvester/config.json (chmod 600):

• baseCurrency — net-worth display currency (default USD)
• refreshMinutes — auto-refresh cadence (default 15)
• fxRates — manual {currency: baseCurrency-per-unit} fallbacks, e.g. {"CAD": 0.73}; live rates come from frankfurter.dev
• apiBaseURL — API host override (default prod; set to point at staging)

Notes

• Read-only. Personal sign-in uses SnapTrade’s OAuth2 bearer flow (PKCE, read scope); partner keys use canonical-JSON HMAC-SHA256 signing. Neither can trade or move money. Signing out clears the Keychain and asks SnapTrade to revoke the tokens.
• No Sylvester server. Official builds ship a pre-registered public OAuth client, so even the sign-in token exchange goes directly to SnapTrade (PKCE, no client secret). broker/ contains an optional stateless token-exchange proxy needed only if you build from source against a confidential OAuth client of your own — official builds don’t use it.
• Balances come from SnapTrade’s cached reads (no forced broker refreshes), so data moves at broker sync cadence — roughly daily. Rows flag anything staler than 36h.
• Notifications require the .app bundle (a bare swift run can’t post them).
• Launch at login lives in the ⋯ menu. macOS may ask you to approve Sylvester under Login Items in System Settings before it takes effect.

Develop

./make-app.sh && open dist/Sylvester.app   # build + run the bundle
./install.sh                             # build + install to /Applications
./release.sh                             # build a distributable .dmg