Tracking Multiple Brokerage Accounts in One View

Few active investors hold just one account. A tax-advantaged wrapper for what fits inside it, an ordinary brokerage account for everything that doesn't, sometimes a foreign broker on top. Tracking that correctly without juggling several different interfaces takes a single unified view. Here's how Anelior handles that, and why it's simpler than it sounds.

Anelior doesn't "know" your account types, and that's deliberate

Anelior doesn't hardcode country-specific tax wrappers (an ISA, a PEA, a 401(k)-adjacent brokerage, an ordinary taxable account) as predefined categories. Every account you create is just an account, with a name you choose freely and a currency. Nothing stops you from calling it "ISA", "Taxable" or "Foreign broker": you bring that structure, the tool doesn't impose it on you.

Why this choice. A tax wrapper hardcoded into the product works for one country and ends up wrong or incomplete for another. By leaving account naming and organization entirely open, the same tracking mechanics work whether you're holding a French PEA, a UK ISA, or any other account structure, without depending on a fixed list of known cases.

An aggregated view by default, a filter to zoom in

The dashboard shows "All accounts" by default: the sum of every account you hold, converted into your reference currency if some are denominated differently. The account selector at the top of the screen lets you switch to a single account at a time (your ISA alone, or your taxable account alone), and the dashboard, positions and allocation recalculate to reflect just that one account.

It's the same view either way, only the scope changes: no separate per-account screen to remember, no manual recalculation on your end to get back to the global picture.

What aggregation actually changes

Switching between the two is useful beyond curiosity: an allocation that looks balanced in the global view can hide one account heavily concentrated in a handful of positions, offset by a more diversified one elsewhere, or the reverse. The per-account view surfaces that kind of imbalance the aggregated view never shows on its own.

What Anelior doesn't do. Tracking isn't a substitute for tax advice: contribution limits, withdrawal rules and the tax treatment specific to each wrapper (a PEA, an ISA, or otherwise) are still yours to manage, on your own or with a professional. Anelior tracks each account's performance and value, not its tax treatment.

Anelior aggregates as many accounts as you have, into a single reference currency

Whether you hold a tax-advantaged wrapper, an ordinary brokerage account, a foreign account, or any other combination, each one keeps its own currency and its own history, while the selector at the top of the dashboard lets you jump instantly between the global view and a single account, with no re-entry and no juggling between broker interfaces.