Portfolio Monitor - See Your Connected Brokerage Holdings in One Place
Portfolio Monitor connects your own brokerage account, read only, and shows a present-state view of what you hold right now: total balance, your biggest position, your cash, and how your holdings split by sector and by security type. It is a descriptive snapshot, not financial advice.
What Portfolio Monitor Shows
- Total Balance: the current value of your connected accounts, including cash
- Biggest Position: your largest holding and what share of the portfolio it is
- By Sector: how your equity holdings split across sectors
- By Type: how you split across stocks, ETFs, bonds, crypto, and cash
- Holdings: every position with its units, value, and weight
Who Uses Portfolio Monitor
- Long-term investors who want a single clear view of what they currently own
- Self-directed traders who hold positions across more than one broker
- Anyone who wants to understand their sector and asset-type exposure at a glance
Frequently Asked Questions
- How does Portfolio Monitor get my holdings?
- You connect your brokerage through SnapTrade with read-only access. Your login goes to your broker, never to WealthLearn, and Portfolio Monitor never places trades. It reads your accounts and shows your current holdings.
- Which brokerages can I connect?
- Portfolio Monitor connects the brokerages supported by SnapTrade, including major retail brokers. After connecting, your accounts and positions appear together in one view.
- Does Portfolio Monitor make investment recommendations?
- No. Portfolio Monitor is an educational tool that describes what you currently hold. It does not recommend securities or investment actions. All outputs are for informational and educational purposes only.