Platform that aggregates investment accounts from multiple brokerages for people living outside of the US with PDT rule protection
Simplified portfolio management across multiple brokerages
Avoidance of Pattern Day Trader rule restrictions
Consolidated view of holdings and performance metrics
A single dashboard platform that allows users to link investment accounts from different brokerages to view all holdings and performance metrics in one place, providing tools to analyze investments without triggering Pattern Day Trader rules
Simplified portfolio management across multiple brokerages
Avoidance of Pattern Day Trader rule restrictions
Consolidated view of holdings and performance metrics
Advanced investment analysis tools
With Global Portfolio Tracker, you can user account creation and login, Brokerage account linking via API, Linked accounts dashboard with balances, and Holdings list per account.
Like any new product, there are real risks worth weighing here: regulatory, data security, user trust, competition, brokerage API limitations. Worth going in with eyes open.
The main levers for growth are network effects, content, partnerships, premium features.
This idea was identified from real conversations happening online — people describing this exact frustration in their own words. You're not the only one who's felt this.
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