Multi-Broker Portfolio Dashboard

Merges US stock accounts scattered across brokers into one true-return and exposure view

Problem

When US stocks are spread across multiple brokers, each broker app only shows its own slice, and portfolio trackers require manual entry of every trade. Users can't easily see total holdings, how much they actually made this year, whether they beat the market, or their true single-stock exposure after overlapping ETFs.

Solution

Aggregate multi-account holdings automatically via broker APIs or CSV imports, compute time-weighted and money-weighted returns against benchmarks like SPY and QQQ, look through ETFs to calculate real single-stock exposure, and break down returns by ticker with buy/sell markers.

Users

Individual investors with US stock accounts at two or more brokers who care about true returns and underlying exposure

MVP

Connect 2–3 major brokers via API plus CSV import; merged holdings overview; TWR/MWR vs. benchmark; ETF look-through single-stock exposure; return attribution by ticker

Revenue

Subscription (e.g., $5/month or $40/year); free tier limited to one account and basic returns, paid unlocks multi-account, ETF look-through, and benchmarks

Why now

Retail investors increasingly hold accounts across brokers, and brokers have no incentive to aggregate cross-platform. A solo developer can start with public APIs and CSV imports, building a read-only analysis tool without requiring a license.