Every Broker and Wallet, One Portfolio

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 a simple question — how much do I have in equities, and how is it split — you are stuck exporting spreadsheets or doing mental math across five logins.

That fragmentation hides the things that actually matter. You can't see your true asset allocation when half of it lives in another tab. You can't spot that two of your ETFs hold the same top ten companies. And you can't tell whether your crypto is 3% or 30% of your net worth. A portfolio tracker only earns the name when it holds everything at once, in one currency, priced as of right now.

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.

With every holding in one portfolio, the questions that used to take an afternoon become a glance. MyMoneyViz shows how your money is split across stocks, ETFs, crypto, cash, and everything else, so your asset allocation is a picture rather than a guess. When your crypto runs up or your cash pile grows, you see the shift immediately and can decide whether it's time to rebalance.

A single view also surfaces the overlaps that fragmented apps hide — like two funds quietly concentrating you in the same handful of mega-cap stocks. Seeing the whole portfolio is what makes concepts like allocation by age, dollar-cost averaging, and diversification actionable instead of theoretical. The guides below go deep on each; the tracker is what turns them into something you can watch month to month.

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.

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.