Help center · Brokers and importing

Can I keep several broker accounts in one view?

Yes. Each account can stay its own portfolio, and a combined record reads any set of them as a single book.

Return, allocation, dividends and risk are all calculated on whichever scope you are looking at, so the joint figure is not a sum of separate answers.

One holding bought at two brokers appears once in the combined view, at the blended cost of both purchases.

See the combined view

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