Automate with KB
concept

One Dashboard, Every Broker & Wallet

Right now that's a brokerage account, a crypto exchange, and a couple of other platforms — 4 separate logins just to know where things stand. This merges every balance and holding into one view: $160,000 across 13 positions, updated in one place instead of 4.

portfolio.local
Total across 4 platforms
$160,000
▲ 5.8% (30d)
IBKR
$100,000
Binance
$30,000
eToro
$20,000
Stake
$10,000

Brokerage, exchange, and wallet balances — pulled into one total instead of four separate logins.

Holdings by platform

IBKR
Brokerage
$100,000
AAPL
Apple Inc.
$28,400
MSFT
Microsoft Corp.
$24,900
VOO
Vanguard S&P 500 ETF
$31,200
CASH
Cash & short-term
$15,500
Binance
Crypto exchange
$30,000
BTC
Bitcoin
$18,400
ETH
Ethereum
$8,700
SOL
Solana
$2,900
eToro
Brokerage
$20,000
NVDA
NVIDIA Corp.
$8,200
TSLA
Tesla Inc.
$6,100
IWDA
iShares Core MSCI World ETF
$5,700
Stake
Brokerage
$10,000
AMZN
Amazon.com Inc.
$4,300
GOOGL
Alphabet Inc.
$3,200
META
Meta Platforms Inc.
$2,500

Want something like this for your business?

I build the same kind of consolidated dashboards for small businesses too.

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