Most investors use more than one brokerage. Stocks sit at one broker, mutual funds through a distributor, crypto on an exchange. Each platform shows you only what it holds. WealthNX is an investment portfolio tracker app that connects to your supported brokerages, fund platforms, and crypto accounts and pulls everything into a single consolidated view.
What Is an Investment Portfolio Tracker App?
An investment portfolio tracker app is a tool that connects to your investment accounts and aggregates your holdings into one place. Instead of checking each platform separately to understand your total exposure, you get a unified view showing the combined value of your equities, mutual funds, fixed deposits, and digital assets. Coverage depends on which institutions and platforms have supported connections at the time you link your accounts.
The difference between a portfolio tracker and a native brokerage app is scope. A brokerage app shows you what you hold at that institution. A portfolio tracker shows you what you hold across all supported accounts. For investors who spread their money across multiple platforms, that distinction is the difference between a partial view and a more complete one.
A Gallup survey found that 61 percent of American adults reported owning stock in some form as of 2023, a figure that includes direct equity ownership, mutual funds, and retirement accounts. For investors who hold positions across more than one platform, a single aggregated view is the only way to see their total position without manual calculation.
Why Managing Multiple Investment Accounts Separately Does Not Work
Logging into three brokerage accounts to understand your total portfolio sounds manageable until you do it every week. Prices move between logins. You lose track of which account holds which position. You add them up in your head or on a notepad and arrive at a number that is already stale by the time you write it down.
The deeper problem is that account-level thinking produces account-level decisions. You evaluate each brokerage position against the others at that same broker. A position that looks reasonable inside one account may represent an outsized share of your total investable assets when you see everything together. Concentration risk of this kind is only visible when all accounts are combined into one view.
An investment account aggregator app solves this by making the consolidated view the default. You open one app and see your total investment position across all supported accounts, not one account at a time.
How WealthNX Lets You Track All Investment Accounts in One Place
The Multi Assets feature in WealthNX is built around account connection. You link your supported brokerages, mutual fund platforms, and crypto exchanges through a read-only connection. WealthNX reads your holdings and their current values from each connected account and presents them in a single portfolio dashboard. Coverage depends on which institutions are included in the supported connections list at the time you connect.
The connections are read-only. WealthNX cannot place trades, move money, or make any changes to your accounts. It can only read your holding data and present it in the consolidated view. Your investments stay where they are, managed by the institutions you already use. WealthNX adds a visibility layer on top.
Equities and Brokerage Accounts
WealthNX supports connections to brokerages for equity tracking at supported institutions. When connected, it reads your individual stock positions and their current values from each linked broker. To track multiple brokerage accounts in one app, you connect each broker separately during setup. Once connected, WealthNX combines your equity holdings across all linked accounts into a single portfolio view. You can see your total equity exposure, the individual positions that make it up, and which broker holds each position, all from the same screen.
Mutual Funds
Mutual fund holdings are included in the portfolio aggregation alongside equities where supported connections exist. For supported fund platforms, WealthNX reads folio data and reflects the current value of your holdings in your total portfolio view. If you hold funds through more than one platform, WealthNX brings them into the same consolidated view as your direct equity positions where those platforms are supported. Check the WealthNX app for the current list of supported fund platforms.
Crypto Holdings
As a stock and crypto portfolio tracker app, WealthNX includes cryptocurrency in the same dashboard as your traditional investments. When you connect a supported crypto exchange or wallet, your holdings are read and added to your total portfolio alongside your equities and funds. This matters because crypto positions are routinely excluded from traditional brokerage views, which means investors who hold both asset classes never see their true total exposure without a separate aggregation step. All connections are read-only, so the app can track but not trade.
Fixed Deposits and Other Assets
WealthNX includes fixed deposits and other interest-bearing instruments in the Multi Assets view where supported connections exist. Availability of fixed deposit connections depends on the institution and connection type. For asset types without a supported connection, WealthNX provides manual entry so you can still account for those holdings in your total portfolio. Manually entered assets require periodic updates from you when values change.
Understanding Portfolio Allocation Across Asset Classes
Seeing your total portfolio value is useful. Understanding how it is distributed is more useful. WealthNX shows your portfolio allocation as a breakdown by asset class so you can see what proportion of your total is held in equities, mutual funds, fixed income, crypto, and cash at any point in time.
Allocation data is what connects your investment holdings to your risk exposure. A portfolio that is heavily concentrated in one sector or one asset class carries different risk than one distributed across multiple categories. The allocation view makes that concentration visible based on current data from your connected accounts. If market movements have shifted your equity weighting significantly, the breakdown reflects that shift.
The allocation breakdown shows your current distribution across asset classes based on the most recent data from your connected accounts. This gives you a snapshot of where your portfolio stands today and how it is weighted across the categories WealthNX tracks.
Tracking Portfolio Performance Across All Connected Accounts
WealthNX shows portfolio performance across your connected investment accounts so you can evaluate how your holdings are moving in aggregate. The performance view shows gains, losses, and percentage changes across selected time periods, based on the data provided by your connected institutions. Rather than checking each brokerage separately and trying to calculate a combined return, you see the aggregate movement of your total connected portfolio in one place. Calculation methods and available time periods may vary depending on the data each institution provides through the connection.
Performance data in WealthNX reflects the values and changes reported by your connected institutions. The accuracy of any performance figures depends on the quality and completeness of data provided through each connection. WealthNX displays data freshness information alongside accounts so you can see when each connection last updated.
Evaluating performance at the aggregate level also changes how you interpret individual positions. A stock that fell significantly looks different against a total portfolio that is up than it does in isolation. The aggregated view provides the context that account-level apps cannot.
How a Consolidated View Helps You Understand Your Portfolio
Investors who see their full portfolio in one place have more context for evaluating their positions than those who manage accounts in isolation. Concentration in a single stock or sector is apparent when you can see every position at once. It is easy to miss when you are looking at one brokerage at a time and each individual position seems appropriately sized within its own account.
A consolidated view is also useful when you are thinking about how your holdings are distributed. Knowing your current allocation across all accounts and asset classes gives you the factual starting point for any assessment of your portfolio. Without that consolidated picture, reviewing your overall exposure requires manually totaling holdings from multiple sources before you can see the full position.
The consolidated view does not tell you what decisions to make. It gives you the information those decisions require. AI-generated observations about your portfolio are available through the Wealth Genie AI feature within WealthNX. Those observations are informational and are generated by WealthNX specifically using the account data available through your authorized connections. The quality and scope of those observations depend on which accounts are connected and how complete the data from each connection is. They do not constitute financial advice of any kind.
What Asset Classes Does the WealthNX Multi Assets Feature Support?
The WealthNX Multi Assets feature covers equities, mutual funds, fixed deposits, crypto holdings, and cash balances from connected bank accounts, subject to the availability of supported connections for each institution. Each asset class appears as a distinct segment in your portfolio view, showing both its absolute value and its share of your total. Coverage depends on which institutions and platforms are supported at the time of connection. The WealthNX app lists supported connections in the account linking flow.
Frequently Asked Questions About Portfolio Tracking
What is an investment portfolio tracker app?
An investment portfolio tracker app connects to your investment accounts and aggregates your holdings into one view. Instead of checking each broker, fund platform, or exchange separately, the app reads your positions and presents them in a single consolidated dashboard. WealthNX does this across equities, mutual funds, crypto, and other supported asset classes, subject to available connections.
How do I track all investment accounts in one place?
To track all investment accounts in one place using WealthNX, you connect each account through the app’s account linking flow. WealthNX establishes a read-only connection to each supported broker, fund platform, or exchange. Once connected, holdings from all linked accounts appear in a single portfolio view. Accounts without a supported connection can be entered manually.
Can WealthNX track both stocks and crypto together?
Yes. WealthNX includes cryptocurrency holdings in the same portfolio dashboard as your equity positions and mutual funds. When you connect a supported crypto exchange or wallet, your digital asset balances are added to your total portfolio alongside your traditional investments. All connections are read-only.
Is it safe to connect my brokerage accounts to a portfolio tracker?
WealthNX connects to brokerage and investment accounts in read-only mode. It cannot place trades, initiate transfers, or make changes of any kind to your positions. The connection allows WealthNX to read your holdings and their values only. WealthNX holds ISO 27001 certification for information security management within its certified scope. For details on what the certification covers, refer to the WealthNX security documentation.
What is portfolio allocation and why does it matter?
Portfolio allocation is the distribution of your investments across different asset classes, such as equities, mutual funds, fixed income, and crypto. It matters because your allocation determines your exposure to different types of risk and return. WealthNX shows your current allocation as a percentage breakdown so you can see how your total portfolio is distributed across supported asset classes at any point in time.
How does an investment account aggregator app work?
An investment account aggregator app connects to multiple brokerages and investment platforms through read-only links and combines your holdings into one view. It does not hold your investments or act as a broker. Your positions remain at your existing institutions. The aggregator reads the data and presents it consolidated. WealthNX uses this approach across its supported connections so you can see your total investment position without logging into each account separately.
Can I track mutual funds alongside stocks in WealthNX?
Yes, where supported connections exist for your fund platforms. WealthNX includes mutual fund holdings in the same Multi Assets dashboard as your equity positions for supported platforms. If you hold funds through more than one platform, WealthNX brings both into the combined view alongside your direct equity positions where those platforms are supported. Check the WealthNX app for the current list of supported fund platforms.
Does WealthNX show portfolio performance?
WealthNX shows portfolio performance across connected investment accounts, including gains, losses, and percentage changes over selected periods. Performance figures reflect the data reported by your connected institutions. Accuracy depends on the quality and freshness of data from each connection, and WealthNX displays when each account last updated. Calculation methods may vary by connection type.
How often does WealthNX update investment account data?
Update frequency depends on the connection type and the data refresh rate supported by each institution. WealthNX displays data freshness information alongside each account so you can see when holdings were last read. For specific refresh behavior for a given account type, refer to the WealthNX support documentation.
Does WealthNX give investment advice?
No. WealthNX is a portfolio aggregation and tracking tool. Any AI-generated observations provided by the Wealth Genie AI feature within the WealthNX app are informational only and are produced by WealthNX specifically using the account data available through your authorized connections. They do not constitute investment advice of any kind. For investment advice, consult a licensed financial professional.
See Your Investments in One Place
If your investments are spread across multiple brokerages, funds, and exchanges, WealthNX brings your supported accounts into one view. Connect through the WealthNX investment portfolio tracker app and see your total holdings, allocation, and performance without logging into each platform separately.
Download WealthNX and get started with the investment account aggregator app built for investors who hold more than one account.
