How to See All Your Holdings Across Brokers in One Place
To see every holding in one place, you link each brokerage account to a single read-only dashboard, then let it add everything up for you. Start by picking a tool that reads your accounts without any trading power, like Portfolio Monitor. Connect your first broker through its secure login, then add the others one at a time. Once they're linked, the dashboard pulls in each position and shows your total balance across all of them. From there you can find your biggest single holding, and see how your money splits by sector, like tech or energy, and by type, like stocks, ETFs, or cash. Check back every week or two so you always know what you actually own, not just what you think you own. That full picture makes every later decision easier.
If your money sits across two or three brokerage apps, you can connect them read only to one dashboard and see your total balance, your biggest position, and how you're split by sector and type.
Key points
- Pick a dashboard that connects read only, so it can see your accounts but never place trades or move money.
- Link your first broker through its secure login, then add each of your other accounts one at a time.
- Let the dashboard add every account together into one combined total balance.
- Find your biggest single position so you know where you are most concentrated.
- Read the split by sector, like tech, energy, or healthcare, and by type, like stocks, ETFs, and cash.
- Check back every week or two so the picture stays current as prices and balances change.
Frequently asked questions
Is it safe to connect my brokerage account to a dashboard?
A read-only connection lets the dashboard see your holdings and balances, but it cannot place trades or move your money. You log in through your broker's own secure screen, and you can disconnect at any time.
Do I have to sell anything to see all my accounts together?
No. Connecting is view only. Nothing in your accounts changes. You are just letting one screen read what you already own so it can add it all up in one place.
What does 'split by sector and type' actually mean?
Sector means the kind of business a stock is in, like tech or energy, so you can see if you lean heavily one way. Type means the kind of holding it is, like a stock, an ETF, or cash sitting on the side.
Why bother combining accounts instead of checking each app?
When your money is spread out, it is easy to own the same thing twice or be far more concentrated than you realize. One combined view shows your real total and your real biggest bet at a glance.
Where can I see all my holdings together in one screen?
Portfolio Monitor is built for exactly this. You connect each broker read only, and it shows your total balance, your largest position, and your sector and type split in one place. It is a view for understanding what you own, not financial advice.
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This content is for educational purposes only and does not constitute financial advice. Trading involves risk, including possible loss of capital.