Tracking multiple brokers in one place

Last reviewed 9 September 2026.

If you invest seriously, you almost certainly do not use one broker. You have the main account where the long-term holdings live, a second broker you opened because it was cheaper for a particular market or offered fractional shares, and maybe a third for an ISA, a pension, or crypto. That is normal for a months-to-years investor: two to four brokers is the median, not the exception. The problem is that each one only knows about itself.

So every time you want to know how you are actually doing, you open three apps, read three different numbers, and try to hold them in your head at once. None of those three numbers is the answer to the question you are asking, which is simply: across everything I own, what is my real return, how concentrated am I, and are the decisions I keep making helping or hurting? This page is about getting that single answer.

Three apps, three numbers, and none of them is your return

Here is the situation almost every multi-broker investor is in. Interactive Brokers tells you your IBKR account is up 12%. Trading 212 tells you that account is up 22%. Your Vanguard ISA says 7%. Three green numbers, three separate dashboards, and a quiet, nagging sense that you do not actually know what your portfolio did this year.

You do not, and it is not your fault. Each broker computes a return for the money inside its own walls and has no idea the other accounts exist. Worse, they often compute it differently — some show simple price return, some include dividends, some fold your deposits into the figure so a big top-up looks like a gain. The three numbers are not even measuring the same thing, so there is no honest way to combine them by eye. A spreadsheet helps, but it goes stale the moment you place a trade, and rebuilding it every month is exactly the chore nobody keeps up.

The instinct is to reach for a headline number anyway, and the most common shortcut — averaging the percentages — is the one that will mislead you most.

Why you cannot add the percentages (the maths, by hand)

A percentage return is meaningless without the money standing behind it. Consider two accounts:

Averaging the two percentages gives you a cheerful +15%. Do the maths that respects the money and you are down about 6.9%: you gained €800 on the small account and lost €3,000 on the big one, a net loss of €2,200 on €32,000 invested. The naive average is off by more than twenty percentage points, and it flipped the sign — it told you that you won when you lost.

To combine returns correctly you have to weight each account by the capital in it, which is a money-weighted return. And once you start adding money over the year — a deposit here, a withdrawal there — even that is not enough, because a large deposit right before a market rise flatters the number and a withdrawal before a dip distorts it. The measure that strips out the timing of your own cash flows, so you are judging your investing rather than your luck in when you happened to add money, is the time-weighted return (TWR). It is the figure fund managers are held to, and it is the only fair way to compare yourself to an index. Computing it by hand across three brokers means aligning every transaction from every account onto one timeline, splitting the period at each cash flow, chaining the sub-period returns together, and doing it again next month. It is entirely doable — we walk through the full method in your true return across multiple brokers — but it is the kind of arithmetic nobody sustains manually for long.

What a combined view actually gives you

Once every account lives in one place, the three-numbers problem disappears and four genuinely useful things become possible — none of which any single broker can show you, because none of them can see the whole picture.

One time-weighted return. A single, honest figure for how your investing performed across every broker, with your deposits and withdrawals stripped out so you can finally compare yourself to a benchmark and mean it. No mental arithmetic, no averaging, no sign errors.

One diversification score. This is the one that surprises people. On their own, each broker looks reasonably spread. Combined, you often discover you are holding the same mega-cap tech names in your IBKR account, inside the S&P 500 tracker in your ISA, and again through an ETF at a third broker — so your true exposure to a handful of stocks is far higher than any one app suggested. A combined view collapses the duplicates and shows real concentration by holding, sector and geography, plus 15+ risk metrics (Sharpe, Sortino, Alpha, Beta, Max Drawdown, Value at Risk) computed on the portfolio as a whole rather than on fragments of it.

One dividend calendar. Every payer across every account on a single forward calendar and income timeline, so you can see what is actually landing this month instead of catching payments piecemeal across three inboxes.

One trading journal. This is what makes StackViewer more than a tracker. Every trade, from every broker, in one log — and against each one you can record the reason you entered, your conviction level, and the emotion you were feeling. Over months, the behavioural analysis surfaces the patterns you cannot see in the moment: that your high-conviction, boring theses quietly outperform while your fear-driven exits cost you, or that a particular broker is where your impulsive trades happen. Patterns like that only appear when every decision sits in one journal, not scattered across three apps.

Is it safe to connect several brokers at once?

Yes, and the mechanism is the same for every broker you add. Each connection is read-only OAuth through SnapTrade. You log in on the broker's own site — StackViewer never sees your credentials and never stores them. The token that comes back can read positions and history and nothing else: StackViewer cannot place a trade or move a cent, and no trading permission is requested at any point. SnapTrade's own connector is documented as read-only, able to retrieve account data but unable to place trades, move money or change account settings (docs.snaptrade.com/docs/connector-privacy, as of 2026-09-10). You can revoke any single connection from inside that broker whenever you want, without touching the others.

Data is encrypted with AES-256 at rest and TLS 1.2+ in transit, authentication runs on AWS Cognito with optional TOTP MFA, and you can export everything to CSV or delete your account at any time. Full detail on the security page.

Check your own brokers first

StackViewer supports 31 brokers. Before you sign up, confirm the specific ones you use are covered — type them here:

Or browse the guide for each supported broker — every page explains exactly what syncs and what does not:

• AJ Bell
• Alpaca
• Binance
• BUX
• Chase
• Coinbase
• CommSec
• DEGIRO
• Empower
• eToro
• E*TRADE
• Fidelity
• Interactive Brokers
• Kraken
• moomoo
• Public
• Questrade
• Robinhood
• Charles Schwab
• Stake
• tastytrade
• TD Direct Investing
• TradeStation
• Tradier
• Trading 212
• Upstox
• Vanguard
• Wealthsimple
• Webull
• Wells Fargo
• Zerodha

The two most common pairings each get their own walk-through: Interactive Brokers alongside Trading 212, and Charles Schwab alongside Fidelity. For the wider picture of what a combined tracker is and how it fits your workflow, start at the broker guides hub and the true-return method.

The honest coverage gaps by region

A multi-broker tool is only as good as its coverage of your brokers, so here is the honest map rather than a marketing one. Coverage is strongest in the United States, the United Kingdom, Canada and Australia, where the major retail brokers — Schwab, Fidelity, Robinhood, E*TRADE, Interactive Brokers, Questrade, Wealthsimple, CommSec, Stake — connect cleanly. India is covered through Zerodha and Upstox. Crypto is covered through Coinbase, Binance and Kraken.

The gaps are real. In continental Europe, coverage is uneven: DEGIRO, eToro and BUX connect, but many domestic EU brokers — the smaller national platforms, some neobrokers, and several bank-owned brokerages — have no read-only API for a third party to use, so they cannot be connected at all, only added by hand or not tracked. Certain workplace pensions, employer share schemes and some retirement platforms are likewise off-limits because they simply do not expose the data. And custom or unlisted assets — private company shares, physical property, collectibles — are outside the scope of a broker-connected tracker entirely. If one of your brokers is not on the list, it is genuinely not tracked; StackViewer will not quietly show you a partial figure and call it complete. Run the checker above before you decide, and if a broker you need is missing, tell us — the waitlist is how we prioritise which integration to build next.

What this does not do

StackViewer is a tracker and a journal for investors who hold for months to years, not a day-trading terminal. Positions and trades sync three times a day and values refresh roughly every 30 minutes during market hours — it is deliberately not real-time, so if you need tick-by-tick pricing or intraday execution data, this is the wrong tool. It does not place trades, give financial advice, or predict returns; it analyses decisions you have already made. Custom and unlisted assets are excluded, and as noted above, some EU-only brokers and workplace platforms cannot be connected because they expose no read-only API. When a broker's own data is incomplete, StackViewer surfaces the gap rather than papering over it.

Frequently asked

Can I track multiple brokers in one place?

Yes. Connect each broker read-only through SnapTrade and StackViewer merges them into one portfolio — a single time-weighted return, one diversification score, one dividend calendar and one journal across all 31 supported brokers.

Why can't I just add the percentage returns from each broker together?

Because a percentage ignores the money behind it. A +40% on €2,000 and a −10% on €30,000 do not average to +15% — weighted by capital you are actually down about 6.9%. Only a money-weighted or time-weighted return computed across all accounts is correct.

Is it safe to connect several brokers at once?

Yes — every connection is read-only OAuth through SnapTrade. StackViewer never sees your credentials and cannot trade or move money. Revoke any connection from the broker in one click.

How often does a multi-broker portfolio update?

Three times a day, with values refreshed roughly every 30 minutes during market hours. Not real-time, not for day trading.

Which brokers are covered, and which are not?

31 brokers, strongest in the US, UK, Canada and Australia. Some EU-only brokers, workplace pensions and custom assets are not covered — use the broker checker above to confirm yours.

This page is for information only. It is not financial, investment or tax advice, and nothing here is a recommendation to buy or sell any security. StackViewer analyses decisions you have already made; it does not predict returns. Broker connectivity is provided through SnapTrade and the available data depends on what each broker exposes; details verified 9 September 2026 and subject to change. Past performance does not indicate future results.