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.
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Upload your reports. See the summary. Find a cheaper broker alternative.
Portfolio Tracker Tool - Proof of concept
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:
- Log in to your brokerage account and download a trade report (in CSV)
- Upload this CSV report to the designated interface on BrokerChooser
- 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|
|Deposit & withdrawal||EUR||0||0||0||1,200|
|Deposit & withdrawal||USD||50||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.