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Data Providers

To save you from the tedious task of manual data entry, Sprout connects directly to your financial institutions using secure Data Providers. These services act as a bridge, safely fetching your account balances and transaction history so Sprout can display them in your dashboard.

Below is a list of the currently supported providers.

SimpleFIN

SimpleFIN is a popular choice for users who want a straightforward, affordable, and privacy-focused way to connect their bank accounts. It focuses on doing one thing well: securely reading your financial data.

How to Connect

Connecting Sprout to SimpleFIN is easy and only needs to be done once.

Get a SimpleFIN Token:

  • Log in to your account on the SimpleFIN Bridge Website.
  • Navigate to the "Connect an App" section (or click here to create a token).
  • Follow the prompts to select which bank accounts you want to share with Sprout.
  • At the end of the process, you will be given a long Setup Token string. Copy this to your clipboard.

Paste into Sprout:

  • Open your User Settings in Sprout.
  • Find the Finance Provider Settings section.
  • Select SimpleFIN API Token and paste your Setup Token into the API Key field.

Done!

  • Now when you go to link an account, Sprout will provide you SimpleFIN as an option.

Why Choose SimpleFIN?

  • Privacy-First: SimpleFIN acts as a strict read-only proxy. It does not store your bank credentials permanently and passes data directly to you.
  • Broad Support: Through its backend partners (like MX), it supports thousands of US and Canadian financial institutions.
  • Affordable: It offers a very low-cost subscription model compared to enterprise aggregators.

For more details on their service and pricing, visit the official SimpleFIN Website.

Coinbase

Coinbase allows Sprout to directly import your cryptocurrency wallet balances and current USD market values straight from your Coinbase account.

How to Connect

Connecting Sprout to Coinbase is performed by entering your API Key credentials into your personal user settings.

ECDSA Key Requirement

Coinbase API keys MUST be created using the ECDSA algorithm. Keys generated with Ed25519 or RSA are not supported by the authentication protocol and will fail to connect.

Get a Coinbase API Key:

  • Log in to your Coinbase Account Settings. Note that you need a standard user account API key, not a CDP (Coinbase Developer Platform) project key.
  • Click Create API Key.
  • Ensure the key signature algorithm is set to ECDSA.
  • Assign read-only permissions for accounts and transactions (e.g. wallet:accounts:read and wallet:transactions:read). Sprout uses transaction history to estimate crypto cost basis.
  • Copy both your API Key Name (Key ID) and your API Key Secret (Private Key).

Paste into Sprout:

  • Open your User Settings in Sprout.
  • Find the Integrations section.
  • Select Coinbase API Key and enter both your Key Name and Key Secret.

Done!

  • Once saved, open Add Accounts and select Coinbase to choose which cryptocurrency wallets to track in Sprout.

Why Choose Coinbase?

  • Direct Integration: Fetch cryptocurrency wallet values directly from Coinbase without third-party aggregator middleman fees or delay.
  • Automatic USD Spot Rates: Sprout automatically converts crypto balances to live USD spot rates so your total portfolio balance remains up to date.

Zillow

Sprout uses Zillow to provide automatic valuation updates for your real estate assets. By linking a property via its physical address, Sprout can fetch the current Zestimate to ensure your net worth reflects the most up-to-date market data for your home or investment properties.

Warning

Zestimates are not always the most accurate representations of your property value. Only use these as a suggestion for trend tracking.

How it Works

Unlike many financial integrations, Zillow support in Sprout is designed to be "plug-and-play."

  • No API Keys Required: You do not need to sign up for a developer account or manage complex API keys. Sprout handles the data retrieval internally.
  • Address-Based Tracking: Simply provide the street address, city, state, and zip code of your property.
    • We'll locate the Zillow Property ID and keep this for later updates
  • Automatic Updates: Once a property is linked, Sprout will periodically refresh the valuation, tracking changes in your home equity over time without any manual input.

Plaid

Plaid is one of the most widely used financial data aggregators in the world. It provides high-fidelity connections to over 12,000 financial institutions across North America and Europe, supporting everything from traditional bank accounts to credit cards and investment holdings.

Self-Hosting Configuration

To use Plaid with your self-hosted instance of Sprout, you must provide your own API credentials. This ensures your financial data remains private to your server.

Security Warning

Never share your Plaid Client ID or Secret. These keys grant access to your financial integrations. If you are using version control (like GitHub) to manage your Sprout deployment, ensure these variables are stored in a secure .env file or as encrypted secrets.

Variable Description
sprout_providers_plaid_clientId Your unique Plaid Client ID found in the dashboard.
sprout_providers_plaid_secret Your Plaid Secret key (Sandbox, Development, or Production).

Setup Instructions

Follow these steps to get your credentials and connect your first account:

  1. Create a Plaid Account
    • Go to the Plaid Dashboard and create an account.
    • Once on the dashboard, opt into the Trial Plan to get 10 free live account connections. This allows you to connect real bank accounts without commitment, including OAUTH institutions, with the option to move to full Production later if you choose to.
  2. Add support for apps
    • If you intend on using the Sprout app, go to Developers -> API.
    • Select Allowed Android package names, select configure.
    • Enter the name sprout.croudebush.net. Click submit.
  3. Get Your API Keys
    • Navigate to Team Settings > Keys.
    • Copy your Client ID.
    • Under Secrets, reveal and copy the secret for the production environment.
  4. Configure Sprout
    • Add the copied keys to your environment variables sprout_providers_plaid_clientId and sprout_providers_plaid_secret.
    • Restart your Sprout server to apply the changes.
  5. Link Your Accounts
    • In the Sprout app, go to Add Account and select Plaid.
    • Use the secure Plaid Link UI to log in to your bank.

Why Choose Plaid?

  • Industry Standard: Most major US banks have "OAuth" integrations with Plaid, meaning you often don't have to share your bank password with Plaid at all—you simply authorize Sprout through your bank's own website.
  • Update Timing: Plaid utilizes webhooks to help tell Sprout to request new data more often than other providers might.

SnapTrade

SnapTrade is a powerful data aggregator specializing in investment, brokerage, and cryptocurrency accounts. It allows Sprout to automatically track your portfolios, asset holdings, and investment transactions with high accuracy.

Commercial Accounts Only

Sprout's integration currently only supports SnapTrade Commercial accounts. Personal/Consumer SnapTrade API keys will not work with this integration. You must have a commercial agreement or commercial developer account with SnapTrade to use this provider.

Self-Hosting Configuration

To use SnapTrade with your self-hosted instance of Sprout, you must provide your own commercial API credentials.

Security Warning

Never share your SnapTrade Client ID or Consumer Key. These keys grant access to your financial integrations. If you are using version control (like GitHub) to manage your Sprout deployment, ensure these variables are stored in a secure .env file or as encrypted secrets.

Variable Description
sprout_providers_snapTrade_clientId Your unique SnapTrade Client ID found in your commercial dashboard.
sprout_providers_snapTrade_consumerKey Your SnapTrade Consumer Key used to authenticate your requests.

Setup Instructions

Follow these steps to get your credentials, configure your webhooks, and connect your first account:

  1. Create a SnapTrade Account
    • Go to the SnapTrade Dashboard and log in to your account.
    • Make sure to create a Commercial project to access commercial keys instead of personal.
  2. Get Your API Keys
    • Navigate to your API/Keys settings page.
    • Copy your Client ID and Consumer Key.
  3. Configure Your Webhook (Required for Auto-Sync)
    • Unlike some other providers, SnapTrade requires you to set your webhook URL globally in their dashboard.
    • Navigate to the Webhooks tab in the SnapTrade Dashboard.
    • Enter your Sprout server's public webhook endpoint: https://[YOUR-SPROUT-DOMAIN]/api/webhooks/snap-trade.
    • Save the configuration. SnapTrade will now push updates to Sprout automatically whenever your portfolios change.
  4. Configure Sprout
    • Add the copied keys to your environment variables: sprout_providers_snapTrade_clientId and sprout_providers_snapTrade_consumerKey.
  5. Link Your Accounts
    • In the Sprout app, go to Add Account and select SnapTrade.
    • Use the secure SnapTrade connection portal to log in to your brokerage or crypto exchange.

Why Choose SnapTrade?

  • Investment Focused: Unlike traditional bank aggregators, SnapTrade is built from the ground up to handle complex brokerage data, including granular position tracking and accurate purchase price histories.
  • Real-Time Webhooks: By setting up the global webhook, Sprout is instantly notified of transaction syncs or broken connections, keeping your net worth completely up to date in the background.