Nigel Tan

How do you track investments across multiple brokerages?

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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.

This was a personal problem of mine, so I built Glance: a privacy-first portfolio tracker for long-term investors who want one clean dashboard across multiple accounts.

Right now Glance supports manual transactions and CSV imports, with a view to expand to automatic brokerage connections in the future.

I am curious how others are handling this today:

• Do you still use spreadsheets?

• Do you trust portfolio trackers with your data?

• What’s missing from the tools you’ve tried?

Would love to hear how people are solving this.

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Nigel Tan

For context, this is what I’m building/launching today: Launch

Would really appreciate feedback, especially from anyone managing investments across more than one platform 🙏