I have always found this surprisingly messy. Personally, I have investments across more than 8 brokers (these brokers gave generous referral rewards and I snapped them up).
A lot of investors I know, including myself, use a mix of broker apps and/or spreadsheets, but still don t have one clean place to understand overall performance, allocation, dividends, and progress.
Tired of switching between broker apps and spreadsheets?
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