How to track all your investments in one place
A broker for stocks, another for funds, an exchange for crypto, a pension portal — each shows its own slice, none shows the whole. Scattered views hide your true allocation and make performance impossible to judge.
01Consolidate into a single source of truth
Pick one place where every position from every platform is recorded. The moment everything is visible together, questions like "how exposed am I to tech?" become answerable.
02Track positions, not balances
Recording "broker X: 12,000€" hides what is inside. Track the actual instruments and quantities — that is what makes allocation and performance analysis possible.
03Keep prices fresh automatically
A consolidated view is only useful if it is current. Manual price updates die within weeks; automation is what makes consolidation sustainable.
How Mintail does this for you
Mintail tracks stocks, funds, crypto and more across all your platforms as real positions, with automatic pricing keeping the whole portfolio current in one view.
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