Google Sheets™Shared-ticker aggregation
See a combined stock position and drill into the brokerage accounts or manual records that contribute to it.
Stock tracking
Stock Portfolio Tracker Across All Your Accounts
Combine stock positions across brokerages and manual records while keeping market price, quantity, cost-basis coverage, personal return, and source detail distinct.
Available reporting surfaces
A public market quote describes the stock. Your quantity, account, cost basis, and personal return describe your position. Fillfolio keeps those concepts separate, aggregates shared tickers across eligible accounts, and shows unavailable data honestly.
Market move versus personal return
Trusted 24-hour market movement stays separate from total P/L based on your own reliable cost basis.
Private, read-only review
Use privacy mode and the browser extension's public ticker lookup without granting trading or custody permissions.
Workflow
A portfolio record built from real sources
- 01
Connect or enter stock positions
Synchronize supported read-only brokerage holdings or create a manual stock and ledger transaction.
- 02
Match exact asset identities
Canonical asset IDs prevent similarly named securities and crypto assets from resolving to the wrong page.
- 03
Review exposure and available return
Compare units, current value, account sources, daily quote movement, and personal P/L coverage from the same holding view.
Example
Market data and portfolio data stay separate
Fictional figures show 40 × $185 = $7,400 and $7,400 − $6,160 = $1,240 P/L. The +1.2% market move compares public quotes over 24 hours. You need reliable cost basis to review personal P/L; a public quote change cannot supply it.
- Public market price
- $185.00
- 24-hour market move
- +1.2%
- Total units across accounts
- 40
- Current position value
- $7,400
- Supplied cost basis
- $6,160
- Personal P/L
- +$1,240
Review connection guides
Review current connection coverage before comparing stock quantities, values and personal cost basis.
- Interactive Brokers tracking
Check position and activity dates against your brokerage records.
- Schwab portfolio tracking
Check the current catalog status and account requirements before authorizing.
Questions
How your data is handled
Can Fillfolio combine a stock held at two brokerages?
Yes. Supported positions can aggregate into one holding while retaining account and source breakdowns.
Why can 24-hour change differ from my total P/L?
The 24-hour change describes recent public market movement. Total P/L compares current value with your own available cost basis.
What does the browser extension show?
Select an exact stock ticker while researching to open its price card. With an active paid connection, the card also shows your quantity, value, available return, and sources; the toolbar opens your portfolio dashboard.
Can Fillfolio place a stock order?
No. Connections are read-only and Fillfolio does not trade or provide investment advice.
Why can a price change be available when my return is unavailable?
A market price change compares quotes over a stated period. Your personal profit or loss also needs reliable purchase costs or cost basis. A holding can have a current value while its return remains unavailable because those costs are missing. Fillfolio keeps unavailable returns explicit instead of treating missing cost basis as zero.
Supported brokeragesETF trackerCheck holdings while researching with the browser extensionInvestment tracker
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.