One investment picture
Connect public market accounts while keeping imported and manual investments in the same workspace.
Solution
Investment and Portfolio Tracking for Real-World Assets
Track investments, holdings, allocation, cash positions, investment performance, fee drag, private assets, and portfolio workflows in one financial workspace.
Built for Investors who need portfolio visibility across brokerage accounts, cash positions, manual holdings, private assets, and long-term planning tools.
Cash and holdings both matter
Investment accounts often include cash or cash-equivalent holdings that should be considered before allocation and liquidity reviews.
Build deeper views when needed
Use spreadsheets, APIs, and custom apps for concentration, allocation drift, investment policy, and advisor-review workflows.
How it works
A practical workflow, not a generic dashboard.
1
Connect brokerage and retirement accounts
Bring in account balances, holdings, cash-equivalent positions, and provider details where supported.
2
Add manual and imported investments
Track private investments, AngelList exports, real estate, manual positions, and other assets that do not sync automatically.
3
Review portfolio exposure
Use dashboards, spreadsheets, app-store tools, and custom apps to understand allocation, concentration, cash, fees, and planning impact.
What you can do
Use Tablewealth for the work behind the number.
Portfolio allocation review
See how accounts, holdings, cash, and manual positions fit together across the household portfolio.
Private investment tracking
Keep private assets and imported investment records close to public brokerage accounts and net worth.
Advisor and policy workflows
Build custom dashboards or spreadsheets for allocation drift, concentration, policy review, and planning conversations.
Try Tablewealth
Start with the workflow. Keep the data layer.
Connect your accounts once, then use the same financial workspace in the native app, live spreadsheets, installed apps, APIs, or AI-assisted tools.
Related workflows
Keep exploring from here.
FAQ
Common questions
Can Tablewealth track brokerage holdings?
Yes. Connected investment accounts can bring in balances, holdings, source details, and sometimes transactions when supported by the provider.
Can Tablewealth track private or manual investments?
Yes. Manual holdings and imported investments can support net worth, allocation, and reporting workflows alongside connected brokerage accounts.
Can I analyze investment fees?
Yes. Tablewealth includes a public investment fee drag calculator, and connected workflows can help review holdings and portfolio context.