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Portfolio Tracker for
Every Account

Connect your brokerage once — every Roth IRA, Traditional IRA, taxable brokerage, and more at that institution auto-syncs together. Track unlimited holdings and your total portfolio value across 12,000+ brokerages in the US, Canada, UK, and Europe — free. Plus unlimited manual accounts and unlimited manual transactions for any stock worldwide.

No credit card required 12,000+ brokerages + manual entry worldwide Set up in under 1 minute
3
Diversification Views
All
Accounts in One Place
$0
To Get Started
24/7
Automatic Updates
Live Demo

See Your Portfolio Diversification

Interactive charts break down your holdings by sector, country, and type.

Technology 35%
Healthcare 20%
Financial 18%
Consumer 15%
Energy 12%

Sample Portfolio Overview

Total Portfolio Value
$124,532.00
Total Positions
23 holdings
Largest Sector
Technology (35%)
Countries
5 countries
Total Return
+18.4%
Portfolio Tracking

Why Use a Portfolio Tracker?

Most investors hold accounts at multiple brokerages — a 401(k) at work, a Roth IRA at Vanguard, a taxable account at Schwab. Each brokerage shows you only that account. A portfolio tracker pulls them all together so you can see your true total allocation, spot overconcentration, and make informed decisions about your entire portfolio.

What You Get With MerryDiv's Portfolio Tracker

Multi-Account Consolidation

One connection to your brokerage covers every account at that institution — Roth IRA, Traditional IRA, taxable, BrokerageLink — automatically. Plus unlimited manual accounts for any brokerage you'd rather track by hand.

Unlimited Holdings & Total Portfolio Value

Track unlimited holdings across every account. See your combined portfolio value, individual position weights, and overall return without logging into each brokerage separately.

Sector DiversificationPaid

See exactly how your portfolio is allocated across technology, healthcare, financials, energy, and other sectors. Identify concentration risks before they become problems.

Country ExposurePaid

Understand your geographic diversification. See what percentage of your portfolio is in US stocks, international developed markets, and emerging markets.

Asset Type BreakdownPaid

View your allocation across stocks, ETFs, REITs, and bonds. Ensure your portfolio mix matches your risk tolerance and investment goals.

Secure, Read-Only Access

MerryDiv connects through Plaid for read-only access. Your brokerage credentials are never stored. The same security used by major banking apps.

See your complete portfolio in one place

Connect your brokerage accounts and get an instant overview of your holdings, diversification, and performance.

Start Tracking Your Portfolio — Free

Track Portfolios From 12,000+ Brokerages Across the US, Canada, UK & Europe

Connect any Plaid-supported brokerage to consolidate your portfolio in one view.

Fidelity
Fidelity
Charles Schwab
Charles Schwab
Vanguard
Vanguard
Robinhood
Robinhood
E*TRADE
E*TRADE
Merrill Edge
Merrill Edge
Wealthfront
Wealthfront
Interactive Brokers
Interactive Brokers

Plus Webull, M1 Finance, Ally Invest, SoFi, and thousands more. Check if your institution is supported

Secure, read-only access — your credentials are never stored

Portfolio Tracker + Dividend Tracker in One

MerryDiv gives you both. Track your portfolio allocation and your dividend income in one place.

Portfolio Tracker

  • Total portfolio value across accounts
  • Sector diversification breakdown (Paid)
  • Country and geographic exposure (Paid)
  • Asset type allocation, stocks, ETFs, REITs (Paid)
  • Individual position weights
  • Overall portfolio performance

Dividend Tracker

  • Automatic dividend payment tracking
  • Monthly, yearly, all-time income views
  • Dividend yield per position
  • Year-over-cost calculations
  • Top dividend payer identification
  • Monthly email income summaries

Related Resources

FAQ

Portfolio Tracker FAQ

A portfolio tracker is a tool that consolidates all your investment accounts into one view, showing your total portfolio value, asset allocation, diversification across sectors and countries, and overall performance. MerryDiv is a portfolio tracker that automatically syncs with your brokerage accounts through Plaid.
MerryDiv connects to your brokerage accounts through Plaid to import your holdings automatically. Your portfolio tracker dashboard shows your total value, positions, sector allocation, country exposure, and security type breakdown — all updated automatically.
Yes. MerryDiv lets you connect multiple accounts — including Roth IRAs, 401(k)s, and taxable brokerage accounts — so you can see your complete portfolio across all brokerages in one place.
MerryDiv provides interactive diversification charts showing your portfolio allocation by sector, country, and security type. You can see your total portfolio value, individual position weights, and identify concentration risks across all your accounts.
Yes. The Free plan auto-syncs 1 brokerage via Plaid — that one connection covers every sub-account at that institution (Roth IRA, Traditional IRA, taxable, etc.) — plus unlimited manual accounts and unlimited manual transactions for any other brokerage. Track unlimited holdings, with a 6-month dividend chart on Free. Paid plans start at $5.99/month and add multi-brokerage auto-sync, the full dividend chart history, the dividend calendar with 12-month projections, Portfolio Insights (allocation by sector/type/country across all accounts), and CSV export.

See Your Whole Portfolio in One Place

Connect your accounts and get a complete portfolio overview in minutes. Free to start. No credit card required.

Start Your Free Portfolio Tracker