Every account. One net-worth view.
Brokerage, bank, retirement, and crypto — rolled into a single portfolio view with allocation, history, and drill-down. Stop alt-tabbing between five broker portals to know where you stand.
How it works
Step 01
Connect every account
Schwab, Tastytrade, Alpaca, TradeStation, IBKR directly. Plus 24 more bank, brokerage, retirement, and crypto accounts via Alphalog Broker Connection.
Step 02
Balances roll up automatically
Holdings, cash, and alt-asset balances aggregate into one net-worth figure, updated continuously for direct integrations and daily for partner ones.
Step 03
Slice by account, asset, or time
Toggle between accounts. View by asset class. Scrub the time range from 1M to all-time. Every view updates instantly.
Multi-account rollup
Your real net worth, not your biggest account.
Alphalog aggregates every connected account into one view — taxable brokerage, Roth IRA, 401k, high-yield savings, crypto exchange, and others. Quick-switch to any individual account.
- Every account type: brokerage, bank, retirement, crypto
- Instant toggle between aggregate and individual accounts
- Per-account P&L, cash balance, and position list
Asset allocation
Where the money actually sits.
Allocation by asset class (equities, fixed income, cash, alternatives, crypto), by sector, and by geography. Know whether your "diversified" book is really six US tech names.
- Asset class, sector, and geographic allocation
- Target vs. actual with rebalance suggestions (Elite)
- Concentration alerts when a single position exceeds your threshold
Net worth history
The long view, at a glance.
Scrub the time range from 1 month to all-time. Net worth history charts contributions separately from performance, so you see what you saved vs. what the market gave you.
- Time ranges: 1M / 3M / 6M / 1Y / YTD / all-time
- Contributions vs. performance split
- Annotated with market events (earnings, sell-offs) for context
Who it's for
Multi-account investors
End the alt-tab
Schwab, Fidelity, Robinhood, Coinbase — one dashboard, one net worth number.
FIRE savers
Track the compound
Contribution vs. performance split tells you how much the market is doing vs. how much you are.
Active traders
See the real P&L
Trading account P&L in context with your full financial picture — not isolated from your savings and retirement.
Frequently asked
What accounts are supported?
Brokerage, bank, retirement (401k, IRA, Roth), and crypto accounts across 29 institutions. 5 direct integrations (Schwab, Tastytrade, Alpaca, TradeStation, IBKR) plus 24 more via Alphalog Broker Connection.
How often do balances update?
Direct integrations update within minutes of broker activity. Partner integrations update daily, with manual refresh available at any time.
Can I add manual entries?
Yes. Real estate, private investments, or any account Alphalog can’t sync directly can be added as manual entries with periodic value updates.
Can I share the view with an advisor?
Elite includes read-only advisor sharing — a time-limited link that shows the net-worth view without enabling any changes.
Is the portfolio view in Free?
Free supports one connected account. Pro supports three. Elite supports unlimited accounts plus advanced allocation tools.
See everything. In one place.
Start your 14-day Pro trial. No credit card required.