I Have Investments at 3 Different Brokers — How Do I See the Full Picture?
Stocks at one broker, ETFs at another, crypto somewhere else. Sound familiar?
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The Multi-Broker Reality
It started innocently. I opened a brokerage account for stocks. Then I found a platform with lower fees for ETFs. Then crypto needed its own exchange. Before I knew it, my investments were scattered across three different platforms.
Each broker shows me a slice. None shows me the whole picture.
I couldn't answer simple questions: What's my total portfolio worth right now? What percentage is in tech stocks across all accounts? Am I over-exposed to US equities? What's my actual overall return — not per broker, but as a whole?
Every month I'd log into three apps, mentally add things up, and hope my estimates were close enough. They weren't. I had no idea that 40% of my total portfolio was in the same sector until I finally put everything in one place.
That's the problem TrackinV solves. One dashboard. Every broker. The full picture.
How Most Investors Deal With Multiple Brokers
Checking Each App Separately
You open three different apps, look at three different dashboards, and try to mentally combine the numbers. Each shows returns differently. One includes dividends in the return, another doesn't. One shows returns in EUR, another in USD. You're comparing apples to oranges and calling it a portfolio.
The Master Spreadsheet
You build a spreadsheet to consolidate everything. It works — until you forget to update it for two weeks, a stock splits, a dividend gets reinvested, or an FX rate swings 5%. Now your spreadsheet says one thing and your broker apps say another, and you don't know which to trust.
Just Ignoring It
The most common approach. You tell yourself "I'll figure it out at the end of the year." But by then, you've been overweight in one sector for months, missed a rebalancing opportunity, and have no idea what your actual return was. Ignorance isn't bliss — it's expensive.
What You Can't See Can Hurt Your Portfolio
The real risk of multiple brokers isn't the inconvenience — it's the blind spots.
When you can't see your total allocation, you can't spot concentration risk. You might think you're diversified because you hold 30 different positions, but if 15 of them are US tech stocks spread across three brokers, you're more concentrated than you realize.
When you can't see your total return, you can't evaluate your strategy. Maybe your stock picks are outperforming but your ETF portfolio is dragging you down — or vice versa. Without the full picture, you're making decisions based on fragments.
I built TrackinV to be the one place where everything comes together. Add holdings from any broker, and see your complete portfolio — performance, allocation, dividends, benchmarks — in a single dashboard.
One Dashboard for Everything
Stop juggling broker apps. See your entire portfolio in one place.
All Brokers, One View
Add holdings from any broker — there's no limit on how many. Stocks, ETFs, mutual funds, and crypto all live in one portfolio with a single total value.
True Total Performance
See your return across your entire portfolio, not per broker. Benchmark your combined performance against indices like the S&P 500 or MSCI World.
Spot What You'd Otherwise Miss
Sector allocation, geographic exposure, and concentration risk across all your holdings — regardless of which broker they sit at.
What Investors Say
Real reviews from Trustpilot
"Clear and beautiful overview to see your portfolios from different brokers at a glance. Easy data upload. Frequent updates that keep making it a better and stronger platform. User-friendly."
Pepijn
March 21, 2026
"Very useful tool to track my stocks!"
René
March 17, 2026
"Very clean and sleek design! Has several useful features without too much fuss."
Job Langeveld
March 23, 2026
Reviews sourced from Trustpilot
Frequently Asked Questions
Does TrackinV connect directly to my broker?
TrackinV doesn't require a broker connection. You import transactions via CSV or enter them manually. This means it works with any broker in the world — no API limitations, no security concerns about sharing broker credentials.
Can I track different asset types in one portfolio?
Yes. Stocks, ETFs, mutual funds (including European funds), and cryptocurrency can all be tracked in the same portfolio. TrackinV handles price updates for all asset types automatically.
What if my brokers use different currencies?
TrackinV handles multi-currency portfolios automatically. If you hold USD-denominated stocks at one broker and EUR-denominated ETFs at another, TrackinV converts everything to your base currency (default EUR) and tracks the FX impact on your returns.
Can I have multiple portfolios?
Yes. You can create separate portfolios if you want to track different strategies or accounts separately, or combine everything into one portfolio for the full picture. It's up to you.
How long does it take to set up?
Most investors are up and running in under 10 minutes. Import your transaction history via CSV, or add your current holdings manually. TrackinV fetches historical prices automatically.
Explore More TrackinV Features
Portfolio Analytics & Insights
See where your returns come from, identify top and bottom performers, and track your net cash flow.
Learn MoreBenchmark Comparison
Compare your combined portfolio against S&P 500, MSCI World, STOXX Europe 600, and more.
Learn MoreAre You Beating the Market?
Most investors don't know if they're beating the market. Find out where you stand.
Learn MoreYour Portfolio Is Bigger Than Any Single Broker.
See the full picture. One dashboard, every broker, every asset.
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