r/ASX • • 9h ago

How do you actually keep track of shares across multiple brokers?

1 Upvotes

I’ve ended up with holdings across a few platforms (ASX shares on one, US ETFs on another) and seeing everything in one place has become a bit of a mess.

Curious what everyone else does:

  • Spreadsheet, Sharesight/Navexa, or just checking each app?
  • How do you follow news on the companies you own? Do you set alerts, or just catch things when they show up?
  • Have you ever missed something important on a holding (an announcement, a big drop) because you weren’t watching?
  • Anyone also holding things outside the share market, like startup investments, crowdfunding or a managed fund? How do you track those alongside?

I’m also doing a few 20-min research chats on how people manage this (not selling anything). Happy to share what I learn back here if people are interested.