How to track your portfolio across multiple brokers in one dashboard

A lot of investors end up with accounts at more than one broker. It usually starts innocently. You open a Trading 212 account for fractional shares and easy access. Then you want margin, options, or access to US markets directly, so you open an IBKR account. Maybe you have an ISA at one broker and a general investment account at another.

Before long, half your portfolio is in one place and half is somewhere else.

The multi-broker problem

Having accounts at multiple brokers is not a problem in itself. The problem is visibility. When your positions are split across two or three platforms:

You are always doing maths in your head. To know your actual allocation to any sector or stock, you have to mentally combine holdings from separate apps. That leads to mistakes.

Rebalancing gets complicated. If you want to know whether to add to your tech positions, you need the total tech exposure across all accounts. Working that out from separate apps is genuinely annoying.

You end up building a spreadsheet. Most people in this situation resort to a master spreadsheet. It works for a while. Then you miss a few trades, the spreadsheet drifts out of date, and you are back to flying blind.

Tax and reporting is harder. Come tax season, pulling together your gains and losses from multiple platforms is a headache that takes hours.

What a proper solution looks like

The ideal setup gives you two things at once: a unified view across all brokers, and the ability to look at each broker separately when you need to.

DeskFi handles this with separate broker workspaces. You connect your Trading 212 account and your IBKR account as independent workspaces, each with:

• Its own dashboard showing holdings, P&L, and allocation for that account
• Its own watchlist and research notes
• Its own AI analysis context (so when you ask about your IBKR positions, the AI knows you are talking about that specific account)

Then, when you want the full picture, you can view your combined portfolio across both workspaces to see your true total exposure.

Why separate workspaces matter

You might wonder why not just merge everything into one view. The answer is that different accounts often serve different purposes.

Your ISA might be your long-term buy-and-hold portfolio. Your IBKR account might be where you do shorter-term trades. Merging them into a single view muddies the analysis. You want to evaluate each strategy on its own terms, not blend the two.

Separate workspaces let you do both: assess each account individually, then zoom out to see the aggregate when you need to.

Getting set up

Both Trading 212 and IBKR connections in DeskFi use read-only API access. You grant DeskFi permission to read your holdings and transaction history. It cannot place trades, move money, or do anything else. Your accounts stay fully under your control.

Setting up a T212 connection takes about two minutes (you generate an API key in the T212 app). IBKR uses Flex Web Service reports, which takes slightly longer to configure but is a one-time setup.

Once both are connected, your portfolio data updates automatically. No more manual entry, no more stale spreadsheets, no more guessing at your total allocation.

If you are managing positions across multiple brokers and want a unified view that actually helps you make decisions, create a free DeskFi account and bring it all together.