How to Track Your Investment Portfolio Across Multiple Brokers

Most investors do not keep everything in one place. You might have a Trade Republic account for European ETFs, Interactive Brokers for individual stocks, a crypto exchange, and an old 401k from a job you left years ago. Each one shows you a tidy little dashboard, and none of them shows you the whole.

That fragmentation is a real problem, because you cannot manage an allocation you cannot see. Here is how to pull every broker into a single, accurate view.

Why Multiple Brokers Is Normal (and a Problem)

There are good reasons to spread accounts around. Lower fees for certain assets, access to specific markets, employer retirement plans you cannot move, or simply accounts you opened at different stages of life.

The downside is that your true portfolio lives in the gaps between apps. You might be 80 percent in tech stocks across two brokers and never notice, because each one only shows its slice. The SEC's Investor.gov guidance on diversification only works if you can see your holdings as one set. Fragmented, you are flying blind.

The Core Idea: Consolidate the View, Not the Accounts

You do not need to move money or close accounts. You need a single place that holds a copy of what each account contains, so you can see totals, allocation, and trends across all of them.

There are three common ways to do this.

Method	Effort	Privacy	Covers all asset types
Log into each broker separately	High, repetitive	Full	N/A, no consolidation
Spreadsheet, updated by hand	Medium	Full	Yes
Auto-aggregating app (bank sync)	Low, when it works	Lower	Often no
Manual-first tracker	Low to medium	Full	Yes

Logging Into Each Broker

The default, and the worst. You add up numbers in your head or never bother, and you certainly never see a clean allocation chart. Fine for checking a single account, useless for the big picture.

The Spreadsheet

A real step up. You list every holding, its broker, quantity, and value, and the sheet sums it. Total control and total privacy, at the cost of upkeep. The tradeoffs are covered in spreadsheets versus apps for tracking net worth.

Auto-Aggregating Apps

These connect to your brokers and pull data automatically. Convenient when the connections hold, but they often miss assets (crypto wallets, foreign brokers, private holdings), and they require handing account access to a data aggregator. Connections also break when a broker changes its login or API, leaving you with a stale picture exactly when you trusted it most.

The Manual-First Tracker

You enter holdings yourself, once, and update periodically. No account access shared, nothing to break, and crucially, it can hold every asset type rather than only the ones an aggregator can reach.

A Practical Setup, Step by Step

Here is a clean process that works regardless of how many brokers you use.

1. Inventory Every Account

List them all: each brokerage, each retirement account, each exchange, each old plan you forgot about. Include the boring ones. A legacy 401k still counts.

2. Record Holdings by Account

For each account, note what it holds and the current value. You can track at the position level (each ETF and stock) or, if you prefer simplicity, the total value per account. Both give you a usable picture, depending on how much detail you want.

3. Choose a Single Base Currency

If your brokers span countries (say Trade Republic in euros and Interactive Brokers in dollars), pick one reporting currency so totals line up. A multi-currency tracker handles the conversion for you, which matters a lot here.

4. Look at the Combined Allocation

This is the payoff. Once every broker feeds one view, you can finally see your real split across stocks, ETFs, crypto, cash, and the rest. That consolidated allocation is the whole point, and it is why seeing your full portfolio is the foundation of asset allocation.

5. Update on a Schedule

Markets move daily, but you do not need to chase every tick. A monthly update keeps your picture current with minimal effort. The Bogleheads guide to portfolio management leans on the same idea: a consistent process beats constant fiddling.

Bringing It Together with One Tool

A manual-first tracker like MyMoneyViz is built for the multi-broker reality. You add holdings from every account into one place, across 13+ asset types and multiple currencies, and get:

• A combined allocation breakdown across all brokers at once
• A net-worth and portfolio curve over time, with backfilled history
• Portfolio analysis for risk and diversification
• Goal overlays showing target versus actual

Because nothing is bank-connected, no broker login leaves your hands and no sync silently breaks. The honest tradeoff is a few minutes of manual updating each month. In return you get a complete, private picture that no single broker dashboard can give you.

Coming soon, AI screenshot import will let you snap a broker screen (Trade Republic, Revolut, Binance) to speed up entry, and CSV export will let you take your data anywhere.

See Your Whole Portfolio

Spread across five brokers or fifteen, your investments only make sense when you see them together. Inventory your accounts, record what each holds, pick a base currency, and look at the combined allocation.

MyMoneyViz brings every broker into one private view, free to start and with no account access required. Add your accounts this week and finally see the portfolio you actually own, not just the slices.