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.
To see multiple brokerage accounts in one view, put every holding into a single tracker that prices them together, either by linking the accounts or by entering each position once. No broker can do this for you, because each one can only see the assets it holds.
Most people don't have a brokerage account — they have three. A taxable account at one broker, a Roth at another, some shares in an old employer plan. Each app shows you a tidy total, and every one of those totals is incomplete.
Why one broker can't show the whole picture
A brokerage only knows about the assets it custodies. That is not a flaw; it is just the boundary of what it can see. The consequence is that no single login ever answers the real question: what do I own, in total, right now?
Say your holdings look like this:
- Broker A (taxable):
$42,000 - Broker B (Roth):
$31,000 - Old employer plan:
$18,000
Each app proudly shows its own number. Your actual portfolio is
$42,000 + $31,000 + $18,000 = $91,000 — a figure none of them displays.
The manual workaround, and why it rots
The usual fix is a spreadsheet that adds up the accounts. It works for exactly one afternoon. Then a price moves, a dividend reinvests, and the cost basis on one lot changes — and your combined total is wrong again. Keeping it current is the same losing game as any spreadsheet.
Warning
Combining accounts by hand also makes it easy to double-count. The same ETF held at two brokers is one line in your head but two rows in a sheet — and one of them usually has a stale price. Where the same stock really is held in two places, the cost basis calculator blends both purchases into one true average cost.
Consolidating accounts vs. consolidating the view
There are two different things people mean by "consolidating investment accounts", and they are worth separating because only one of them is reversible.
Moving the assets. Transferring holdings so fewer brokers hold them. This genuinely reduces the number of logins, and it is a real administrative undertaking — transfers take time, some holdings do not move cleanly between firms, and cost basis frequently fails to follow. If it does not follow, you inherit the job of reconstructing it.
Combining the view. Leaving every account where it is and assembling one picture across all of them. Nothing moves, nothing can go wrong in transit, and you keep whatever each broker is good at.
| Move the assets | Combine the view | |
|---|---|---|
| Effort | Weeks, per transfer | Minutes, once |
| Risk | Basis may not survive the move | None to the underlying accounts |
| Reversible | Not easily | Instantly |
| Solves | Too many logins | Not knowing your total |
Most people describing the problem as "too many accounts" actually want the second one. The frustration is rarely the number of logins — it is that no single screen answers what they own.
One view that stays current
What you want is a single deck that holds positions from every account and prices them together, so the total is honest on every load. You enter each holding once — no broker logins to hand over — and the combined, live-priced view does the adding up for you. There is a demo deck on that page you can try without signing up.
It also settles a question three separate screens cannot answer: what share of everything you own each holding actually is. Once the total is honest, a portfolio rebalancing calculator can show you how far each position has drifted from the weight you wanted it to have.
Frequently asked questions
How do I see all my brokerage accounts in one place?
Either link every account to an aggregator that reads them for you, or enter each holding once into a tracker that prices them together. Linking is less typing but hands over account access; entering is more typing and hands over nothing. Both give you one total that no single broker app can show.
Should I consolidate my brokerage accounts into one broker?
Only if the number of logins is the real problem. Transfers take weeks, some holdings do not move cleanly, and cost basis often fails to follow. If what you actually want is to know your total, combining the view solves that in minutes and leaves every account where it is.
What if I hold the same stock at two brokers?
Treat each purchase as its own lot with its own cost basis, whichever broker holds it. Your true average cost is the total paid across both accounts divided by the total shares, which the cost basis calculator works out. A combined view should show the position once, with all its lots, rather than as two separate rows.
Does StoxDeck connect to my brokerage?
No. You enter each holding yourself, so StoxDeck never asks for a brokerage login. It then prices every position live on each load and shows gain and loss measured from the cost basis you entered, across all the accounts you keep.