Google Sheets™Cross-account holdings
Combine the same asset across eligible brokerage, exchange, wallet, and manual positions while retaining per-account exposure.
Investment tracking
Investment Portfolio Tracker Across Brokerages, Exchanges & Wallets
Aggregate stocks, ETFs, funds, crypto assets, currencies, and manual positions while preserving account, source, price, and P/L context.
Available reporting surfaces
Fillfolio separates market prices from your own quantities, source values, and cost-basis availability. Connected and manual positions can be viewed together, while unknown cost basis or missing prices remain unavailable instead of being reported as zero.
Allocation and performance context
Review market value, allocation, daily market movement, and personal return only where the required data is available.
Read-only connections
Fillfolio cannot place trades, transfer assets, sign wallet transactions, or take custody of investments.
Workflow
A portfolio record built from real sources
- 01
Collect positions from each source
Connect eligible investment accounts and public addresses, then add any remaining stocks, ETFs, funds, crypto, currencies, or transactions manually.
- 02
Reconcile identity, value, and cost basis
Positions retain exact asset and account identities. Synced source values remain authoritative where required, while market quotes supply public price context.
- 03
Review allocation without losing provenance
Filter the dashboard and visualiser while account names, source types, coverage, and unavailable states remain attached to each position.
Example
One view, distinct sources
The combined value is useful because each position still shows where it came from and whether price, currency, and cost-basis data are complete.
- Brokerage stocks and ETFs
- $82,000
- Exchange crypto
- $12,500
- Public-address wallets
- $8,000
- Manual fund position
- $4,500
Questions
Straight answers about the data
Can Fillfolio combine the same asset held in several accounts?
Yes. The portfolio can aggregate the holding while preserving account and source breakdowns.
What happens when cost basis is missing?
The holding can still show current exposure when a reliable value exists, but total P/L stays unavailable and aggregate P/L reports its coverage.
Does Fillfolio provide historical market charts?
Fillfolio uses current market and trusted 24-hour quote data where available. It does not fabricate historical performance series when a genuine history source is unavailable.
Can I export the portfolio?
Eligible plans include normalized exports that preserve source, currency, completeness, and omitted-position context.
Examples are illustrative and are not live account data. Fillfolio is portfolio tracking software, not investment, tax, or legal advice. Connected-source availability and completeness depend on the source and account type.