Update: I received emails stating that LikeAssets and BankofAmerica both have investment account aggregation features but I have yet to view either. I imagine this is Morningstar’s game to lose but TBD.
I’m not really sure why there isn’t a killer app yet for tracking your individual portfolio across brokers? Kind of somewhere between a WikiInvest and SRL Global (article on SRL Global here).
99% of investors that I talk to have no clue how their assets are managed across accounts, or could answer the simple question “How am I doing”?
