How to Track a Portfolio Across Multiple Brokers
If you've got positions spread across two, three, or more brokers, here's exactly how to bring them into one accurate view — the practical steps, not just the theory. For the deeper explanation of why this gets messy in the first place (FX rates, spreadsheet drift, consolidated position sizing), see our guide on why multi-broker tracking breaks down. This one is the checklist.
List every account you actually hold
Write down every brokerage, retirement account, and crypto exchange where you hold a position — including the old account from a job you left, or the exchange you tried once and forgot about. You can't consolidate an account you forgot exists.
Pull the full transaction history, not just the balance
Export a CSV from each broker, or connect it if the tool you're using supports direct sync. You need every buy, sell, and dividend — a current balance alone can't tell you your cost basis or your real return over time.
Normalize dates, currencies, and symbols before combining anything
Different brokers format dates differently, and if you hold anything outside your base currency, each transaction needs the FX rate from the day it happened — not today's rate applied retroactively. Also check that the same company isn't listed under two different ticker symbols across brokers (common with dual-listed stocks).
Merge into one log, tagged by broker
Combine everything into a single running log, with each transaction tagged by which account it came from. This is what lets you see your total exposure to a stock you happen to hold in two different places, instead of two disconnected numbers.
Set up a routine so it doesn't go stale
A one-time consolidation is only accurate on the day you do it. Either connect accounts for automatic sync, or block a recurring 10 minutes to re-export and re-import. The second most common reason people abandon a spreadsheet isn't the initial setup — it's forgetting to update it.