Add the account
Add any broker, account or asset bucket once.
Track ETFs & funds
Track ETFs and Funds in Your Wealth Overview
Fund platforms and ETF brokers hold long-term sleeves of wealth. Add each platform as a bucket so funds are not missing from your total.
Funds
IBKR
Cash
Gold
Crypto
Platform totals
No fund import
Manual updates
Cloud sync
Funds + brokers
together
together
Funds · Stocks
one view
one view
Track ETFs & funds in total wealth
Keep fund and ETF platforms in your wealth overview
Add your fund/ETF platform as one entry with starting and current value. Update when statements change. See funds beside stocks, cash and alternatives.
Fund platformETF & fund total
€12,500Interactive BrokersBroker account
€25,000CashBank balance
€3,500GoldPrecious metals
€4,800
Your combined portfolio
€45,800
One total with Track ETFs & funds alongside your other platforms.
- Funds27%
- Stocks55%
- Other assets18%
Manual updates only. Fund platform €12,500 + Trading 212 €4,000 + cash €3,000 → funds appear clearly in allocation.
How it works
Track → Update → Understand
Add a bucket, update its value, and see it inside your full wealth overview.
Update the account total
Update invested and current value when you review the account.
See one combined portfolio
See totals, gains and allocation across all your platforms.
Real app insights
See performance, risk and diversification clearly
See the signals that matter without turning your portfolio into a trading terminal.
Portfolio Health
Diversification, concentration and risk signals in one score.
Top movers
Spot the accounts contributing most to gains or losses.
Net worth breakdown
See how wealth is split across investments, cash and alternatives.
Portfolio Health uses rule-based checks. Informational only — not financial advice.
Why this matters
Built for Track ETFs & funds inside a full portfolio
The problem
ETF holdings often sit in a different app than crypto or cash. Without a consolidated view, allocation guesses stay incomplete.
How Total Wealth Tracker helps
Add your fund/ETF platform as one entry with starting and current value. Update when statements change. See funds beside stocks, cash and alternatives.
What it does not do
No automatic API sync, no live ticker tracking, and no trading or investment advice.
FAQ
Common questions
Should I list every ETF separately?
Only if you want that detail. Most users track the platform total that holds the ETF sleeve.
Do you import fund transactions?
No. Manual account values are the model.
Can funds be in another currency?
Yes. Keep the entry currency and choose a display currency for combined totals.
Related pages
Next step
Track funds on Android
Cloud sync across devices. Partner sharing is optional. No broker API connection required.
