Portfolio Tracker Tool

Written by
Bence András R.
Fact checked by
Updated
Mar 2023
Portfolio Tracker Tool

We are working on a tool that aggregates the performance of all your brokerage accounts after uploading your trade history reports. We would like to make this tool more efficient and your feedback is crucial in this. Send us your thoughts and questions at [email protected] and help us make this tool better.

I would like to share my feedback

Upload your reports. See the summary. Find a cheaper broker alternative.

Portfolio Tracker Tool - Concept art

DEMO: Portfolio Tracker

 

Check the total balance and the returns of your different brokerage accounts in one place at BrokerChooser!

If you have multiple broker accounts, aggregating the performance of your trading activities may prove nightmarishly complex. BrokerChooser’s Portfolio Tracker helps you stay organized by giving an overview of your accounts’ historical performance.

How does it work?

Like a charm: 

  1. Log in to your brokerage account and download a trade report (in CSV)
  2. Upload this CSV report to the designated interface on BrokerChooser 
  3. Wait a few seconds for our magic to do its job and you’ll get the result

You will receive a summary table like the one below, explaining how you did on the capital markets.

Financial provider Report element Currency 2021/09 2021/10 2021/11 2021/12 Net return over the period
Total Balance USD 9,345 9,484 9,327 10,253 -3.45%
IBKR Balance EUR 8,176 8,307 8,097 8,970 -4.45%
  Deposit & withdrawal EUR 0 0 0 1,200  
  Fees paid EUR 0 0 0 -3  
eToro Balance USD 679 679 745 745 9.72%
  Deposit & withdrawal USD 50 0 0 0  
  Fees paid USD 0 0 0 0  

Wait, there’s more: we’ll give you cheaper alternatives

We are also working on a solution to list cheaper brokers for your trades, based on your trading history. If, for example, you’ve been trading Apple stocks, the algorithm will take this into account and list the fee terms for US stocks at other brokers. With this solution, you may end up paying a lot less in fees.

Traded asset Broker Traded value Fees you paid Broker fee alternative 1 Broker fee alternative 2 Broker fee alternative 3 Broker fee alternative 4
TSLA/USD eToro $100 $0 Alpaca: 0$ Trading 212: 0$ Interactive Brokers: $1 DEGIRO: $1
HOOD/USD eToro $500 $0 Alpaca: $0 Trading 212 $0 Interactive Brokers:$1 DEGIRO: $1
CSPX Interactive Brokers €840 €1.25 eToro: €0 Trading 212: €0 DEGIRO: €3.1 LYNX: €10.9
ANX Interactive Brokers €698 €1.25 etoro: €0 Trading 212: €0 DEGIRO: €4.9  LYNX: €5.9

Early access: let us know

We want to build a product that is useful to you. We’d be happy to receive any feedback on this project from you. Let us know what additional features you’d like us to include in the tool so that when we release it, it’ll be a dream come true. 

Reach out to us at [email protected] and let’s discuss how the Portfolio Tracker Tool can be made better. 

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Author of this article

Bence András Rózsa
Bence András Rózsa

Bence is a former broker analyst for BrokerChooser. Having an MSc in international economy and finance, he focused on equities, cryptos and newcomer financial services. He also gained years of experience within the brokerage industry, specializing in stock and CFD/forex brokers, crypto providers and robo-advisors.

Everything you find on BrokerChooser is based on reliable data and unbiased information. We combine our 10+ years finance experience with readers feedback. Read more about our methodology.

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