Add the account
Add any broker, account or asset bucket once.
If your stocks live at a broker, Total Wealth Tracker lets you add that broker as one portfolio bucket and update its total value — then see stocks next to crypto, cash and everything else.
Add the broker that holds your stocks as one investment entry. Periodically update the account’s total equity. Combine it with other wealth buckets for a full overview.
One total with Track stocks alongside your other platforms.
Add a bucket, update its value, and see it inside your full wealth overview.
Add any broker, account or asset bucket once.
Update invested and current value when you review the account.
See totals, gains and allocation across all your platforms.
See the signals that matter without turning your portfolio into a trading terminal.
Diversification, concentration and risk signals in one score.
Spot the accounts contributing most to gains or losses.
See how wealth is split across investments, cash and alternatives.
Portfolio Health uses rule-based checks. Informational only — not financial advice.
Broker apps show stock positions well, but they do not show your crypto, P2P, gold or cash. A ticker-level import also creates clutter when you mainly need the account total.
Add the broker that holds your stocks as one investment entry. Periodically update the account’s total equity. Combine it with other wealth buckets for a full overview.
No automatic API sync, no live ticker tracking, and no trading or investment advice.
No. Total Wealth Tracker is platform/account level. You update the broker’s total value, not every ticker price.
Yes. Keep using the broker for trading and positions. Use Total Wealth Tracker for the consolidated wealth view.
No. Values are entered manually. The app does not connect to broker APIs.
Cloud sync across devices. Partner sharing is optional. No broker API connection required.