UnifyTrades – centralized investment tracking across multiple platforms

Summary: UnifyTrades consolidates investments from various brokerages and asset types into a single platform, providing real-time portfolio analytics, dividend tracking, and market insights. It connects accounts securely via SnapTrade, ensuring user credentials remain private while aggregating approved financial data.

What it does

UnifyTrades links brokerage accounts from providers like IBKR, Alpaca, and Binance, along with custom assets such as cars and loans, to display overall portfolio value and track dividends. It offers a minimal interface with a notepad for recording financial notes.

Who it's for

It is designed for individuals and families seeking to monitor diverse investments and assets in one place with secure data connections.

Why it matters

It solves the problem of fragmented investment tracking by aggregating multiple accounts and asset types securely, providing a unified view of portfolio performance and related financial information.