Track a portfolio that lives in more than one brokerage

Most people do not have one login. StockLift is built to connect those logins, normalize holdings, and let AI talk about the combined book — including fractional shares and supported crypto when those assets are in a linked account.

Why single-broker tools lie by omission

A workplace 401(k) that is 80% U.S. large-cap plus a taxable account full of the same ETFs is one portfolio. You only see that after both are linked.

What linking enables next

X-Ray, sector maps, weekly reports, Trade Checker context, and strategy generation all get better with complete data. Relink if a connection expires.

Frequently asked questions

Which brokers can I connect?

StockLift supports a broad set of U.S. brokerages through its connectivity partners. Check the in-app list — it changes as aggregators add institutions.

Can I track crypto next to stocks?

Where a linked account includes supported crypto, StockLift can show it alongside other holdings. Completeness still depends on the institution feed.

Is this the same as a robo-advisor sweep?

No. StockLift aggregates and analyzes. It does not automatically move cash between brokers.

Information on this page is educational and is not personalized investment advice. StockLift provides portfolio tracking, analysis tools, and access to licensed advisors. Review every order before it is placed.

Connect your accounts in StockLift