r/ASX • u/Busy-Championship358 • 9h ago
How do you actually keep track of shares across multiple brokers?
1
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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.