Multi-Broker Portfolio Risk Checker and Overlap Calculator

Combine your portfolio positions

Enter one row per holding or company-level exposure. Use the same company name for the same underlying across listings or accounts. The sample is illustrative and uses fictional holdings.

Private by design: values and selected CSV files are processed in this browser tab. This checker does not send your holdings to a server or save them.

Illustrative sample data is loaded. Replace it with your own positions or import a CSV file.

Show totals in

For each row, FX rate means: how many units of your chosen base currency equal 1 unit of that holding's currency. Use a rate from the same date as your values when you need a dated comparison. On a phone, swipe the table horizontally to reach every column.

Company / underlying	Holding / ticker	Broker	Account	Exchange	Country	Currency	Value	FX to base	Remove

CSV columns: broker, account, holding, company, exchange, country, currency, value, fx_to_base. Use plain numbers for value and FX rate, without currency symbols or thousands separators.

Your combined exposure

Exposure by company / underlying

Repeated company labels are combined across all rows.

Company	Rows / sources	Value and share

Exposure by broker

Values are converted using each row's FX rate.

Broker	Accounts	Value and share

Exposure by exchange

Compares the exchange names entered in each row.

Exchange	Rows	Value and share

Exposure by country

Uses the country field entered for each position.

Country	Rows	Value and share

Exposure by holding currency

Shows each currency's converted value and share of the entered total.

Currency	Rows	Base-currency value and share

How to read this: repeated rows are a visibility signal, not a risk score. This checker does not verify issuer identity, calculate correlations, or fetch ETF holdings. If you enter fund look-through, use company-level exposure amounts and do not also count the full fund value in the same total.

How the multi-broker checker works

1. Bring accounts togetherEnter holdings from each broker, account, exchange, or manual statement. A CSV template is available above.

2. Match the underlying nameUse one consistent company or underlying label for different listings of the same business. The checker groups exact names after trimming spaces and ignoring letter case.

3. Convert and compareChoose a base currency, enter the FX conversion for each row, and review totals across companies, brokers, countries, and currencies.

How combined exposure is calculated

The checker converts each entered row into your base currency, then adds rows with the same company or underlying label. For example, an investor can enter the same issuer held in a taxable account at one broker and a retirement account at another, including a second exchange listing.

Base-currency value = entered holding value × FX rate to base currency

Company share is that company's combined value divided by the total value of all entered rows. This helps reveal when positions that look small in separate broker dashboards add up to a larger whole-portfolio exposure.

What this checker can and cannot confirm

It groups the exact company or underlying names that you enter. It cannot determine on its own whether two symbols represent the same issuer.
It uses the exchange, country, currency, and FX rate you provide. It does not look up broker support, security prices, or live currency rates.
It does not automatically look through ETFs or mutual funds. For a manual look-through, enter company-level amounts from the fund data you trust, and avoid double counting the fund's full value.
It summarizes entered values. It does not forecast returns, assess suitability, or provide investment advice.

Portfolio monitoring across more than one market

A broker dashboard shows positions held at that broker. A multi-account view can reveal that the same company or sector appears in several places. For international investors, currency translation and exchange coverage add another layer: always confirm that your tracker supports the actual broker and market for each position.

To learn how software compares across multiple accounts, read our multi-account portfolio tracker guide. For international broker, currency, and market considerations, see the international portfolio tracker guide and Guardfolio's supported exchange list.

Frequently asked questions

Does this portfolio checker connect to my brokers?

No. It is a manual checker. Enter positions or import a CSV; never enter broker passwords or authentication codes here.

How do I combine investments in USD, GBP, EUR, or other currencies?

Choose a base currency and enter the conversion rate for each row as units of the base currency per one unit of the holding currency. The tool does not fetch live FX rates, so the result reflects your rates and values.

How do I spot the same stock listed on two exchanges?

Enter the same company name in the company / underlying field for each listing. The checker combines those rows while preserving their exchange, account, and broker details in the other breakdowns.

Can it find overlap inside ETFs automatically?

No. Automatic fund holdings data is outside this checker. You can include company-level fund exposure manually, but do not add the full fund value as well as its look-through positions to the same total.

Are portfolio values saved or uploaded?

No. Input values and CSV contents are read in this browser tab and are not transmitted or stored by this tool.