Portfolio Tracking

One account is not the whole portfolio

A brokerage account, retirement account, and other investments can each look diversified in isolation while holding similar exposures. Reviewing the combined picture helps you ask whether the allocation you actually hold matches the allocation you intended.

FinanceLink's documented portfolio capabilities include holdings across institutions, allocation and exposure, cost basis and unrealized gains, performance, and custom benchmarks. The aim is a more organized view of investment information, not a recommendation to buy or sell a particular security.

• Holdings across supported connected institutions.
• Portfolio allocation and exposure.
• Cost basis and unrealized gains.
• Performance and custom benchmarks.
• Portfolio information alongside assets, liabilities, and cash flow.

A practical portfolio review

Confirm the accounts included in the overview, then review allocation across those holdings. Look for concentrations you may not have noticed when reviewing separate statements. Compare performance using a consistent period and a relevant benchmark rather than selecting whichever comparison looks most favorable.

As an illustrative scenario, a household might hold $100,000 in a brokerage account and $150,000 in retirement accounts. The $250,000 combined balance is a useful starting point, but it does not reveal the underlying exposure, tax treatment, or accessibility of the money. This scenario is hypothetical.

Keep investment allocation separate from the composition of total wealth: a home or business interest can materially affect the wider picture even when it is not a publicly traded holding.

Read investment figures with their limitations

Connection availability and the dates of underlying information matter. Cost basis and unrealized gains can be affected by record completeness, transfers, and account-specific treatment. Verify tax information against official records and appropriate professional guidance.

Historical performance is not a promise of future returns. For a simplified projection rather than an account overview, try the investment growth calculator. It uses constant return assumptions and does not forecast markets.

Explore the connected financial picture

Portfolio tracking is one part of FinanceLink's wealth tracking platform. Combine it with net worth tracking and cash-flow information to understand investments in context.

Read the long-term investment planning guide for general concepts, then review pricing and connected-account allowances to determine whether the platform fits your needs.