Help center · What you can track

Can I track stocks, ETFs, bonds, options, property and cash in one portfolio?

Yes. Shares, ETFs, funds, bonds, options, crypto, cash accounts, property and assets you value yourself all belong to the same portfolio and add up to one balance.

Money spread across several brokers does not force a choice either: keep a portfolio per account and read them together whenever you want the whole picture.

Nothing is flattened to make that work. A bond still reports its duration, an option still reports its theta, and a property still reports its equity after the mortgage.

Three separate portfolio cards followed by a combined record listing all three as its members AllInvestView
Three accounts kept apart, and the combined record that reads them as one. Demonstration account.
See how one account holds all of it

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