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Portfolio is split across 3 brokerages and a spreadsheet I stopped updating in March. Is there an app that actually handles this?
A Reddit user describes fragmented personal investment tracking across multiple brokerages and an abandoned spreadsheet, seeking tools that preserve investment rationale alongside real-time portfolio data.
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What AI may repeat
"A Reddit user with $140k across four accounts stopped updating their investment spreadsheet in March and now seeks an app that preserves 'why I bought' notes alongside real-time balances."
Reddit r/fintech
Oct 14, 2026