How to See Multiple Brokerage Accounts in One View
Your real portfolio is split across brokers, and none of them show the whole thing. Here is how to combine every account into one live-priced view.
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Brokers
How different brokerages report your holdings — and where the gaps are.
Every broker shows you a tidy, confident total. The problem is that the total only covers the account you are looking at, and most people hold shares at more than one firm — a taxable account here, a Roth there, an old employer plan nobody has logged into since 2019.
These posts look at what each broker actually reports, how it handles cost basis after a transfer or a split, and which numbers quietly change meaning between platforms. The recurring theme: no single broker app can show you the whole picture, because no single broker can see it either.