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Portfolio tracker

Every broker and wallet, one portfolio

MyMoneyViz pulls your stocks, ETFs, and crypto together into a single portfolio with live prices, one base currency, and an honest allocation view, so you finally see what you actually own, not what any one app shows you.

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Why one portfolio view is so hard to get

Most people's investments are scattered on purpose. A tax-advantaged account at one broker, a taxable account at another, an old employer plan you never rolled over, a bit of crypto on an exchange and a bit more in a self-custody wallet. Each app shows you its own slice beautifully and tells you nothing about the rest. To answer one simple question, how much you hold in equities and how it splits, you end up exporting spreadsheets or doing mental math across five logins.

That fragmentation hides what matters. You cannot see your true asset allocation when half of it sits in another tab. You cannot spot that two of your ETFs hold the same top ten companies. You cannot tell whether crypto is 3% or 30% of your net worth. A portfolio tracker earns the name only when it holds everything at once, in one currency, priced right now.

Live prices across every asset class

MyMoneyViz was built to hold the whole portfolio, not one broker's export. You enter each holding once, the ticker and how many shares or coins you own, and the app fetches the live market price for listed stocks, ETFs, and crypto on its own. There is no account linking; you tell it what you hold, and it keeps the valuations current so the total is right whenever you open it.

Because everything sits in one place, prices in different currencies stop being a problem. A US brokerage in dollars, a European ETF in euros, and crypto priced in whatever the exchange uses are all converted into the single base currency you choose, using exchange rates that refresh automatically. One number, correct across markets and currencies, without a spreadsheet formula in sight.

See your real allocation, not ten fragments

With every holding in one portfolio, questions that used to take an afternoon take a glance. MyMoneyViz shows how your money splits across stocks, ETFs, crypto, cash, and the rest, so your allocation is a picture instead of a guess. When crypto runs up or the cash pile grows, you see the shift and can decide whether to rebalance.

One view also exposes the overlaps fragmented apps hide, like two funds quietly concentrating you in the same handful of mega-caps. Seeing the whole portfolio is what makes allocation by age, dollar-cost averaging, and diversification usable instead of theoretical. The guides below cover each one. The tracker is what turns them into something you watch month to month.

Can I track stocks, ETFs, and crypto together?

Yes, that is the whole point. MyMoneyViz treats listed stocks, ETFs, and crypto as first-class holdings and fetches live prices for all of them, alongside cash, real estate, and anything else you own. Instead of one app for equities and another for crypto, you get a single portfolio and a single total that includes everything, in one currency.

Do I have to connect my brokerage or wallet?

No. There is no account linking anywhere in MyMoneyViz. You enter your holdings by hand, a quick, one-time setup, and the app keeps their market value current automatically. That means it works with any broker or wallet in any country, nothing breaks when a provider changes its login, and your credentials never leave your hands.

Build your portfolio view in minutes

No imports to configure and no accounts to link. You are simply listing what you hold.

  1. 1

    Add your holdings

    Enter each stock, ETF, and crypto position with its ticker and quantity. Cash and other assets go in the same place.

  2. 2

    Pick your base currency

    Choose the currency your portfolio is shown in. Everything else converts to it automatically.

  3. 3

    Let live prices do the work

    MyMoneyViz fetches current market prices and exchange rates, so your portfolio value stays accurate on its own.

  4. 4

    Watch your allocation over time

    See how your split shifts month to month and update manual values in about five minutes. We send a reminder.

Keep reading

How to Track Your Portfolio Across Multiple Brokers

The practical method for pulling scattered accounts into one clear view.

How to Track Crypto Across Multiple Wallets

Bring exchange balances and self-custody wallets into the same portfolio.

How to Spot ETF Overlap in Your Portfolio

Why two funds can leave you far less diversified than you think.

Asset Allocation 101

Why seeing your full portfolio is the foundation of every allocation decision.

Asset Allocation by Age, and How to Rebalance

How your target mix shifts over time, and how to bring it back in line.

How to Track Dollar-Cost Averaging Investments

Keep tabs on recurring buys and see your true average cost over time.

Free Investment Calculator

Project how your portfolio could grow, with fees and taxes factored in.

Multi-Currency Net Worth Tracker

One total across every currency you hold, with live rates and prices.

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