I’ve always wanted a single product where I could track all my and my family investments from IBKR, Alpaca, Binance, and other platforms in one place. I also wanted the ability to add assets like cars, home, loans, track dividends, and have a simple notepad to record thoughts and decisions related to my finances. I wanted everything to be minimal and clean, but I was never able to find a product that offered all of this together. The available options were either missing key features or were too expensive. That’s why I decided to build this myself. My plan is to keep improving the product based on real user feedback. The initial feature set is intentionally minimal, just enough to make it useful by connecting multiple brokerages and showing the overall portfolio value in one place. From here, I’ll focus on refining existing features, fixing issues, and adding new ones. Right now, I don’t have complete clarity on API-related costs such as financial data APIs, SnapTrade, authentication services, or server expenses. Because of this, I’m keeping the product free for the first 50 users. I’ll be fully transparent about costs, and once I understand them better, I’ll introduce a minimal paywall if needed. We use SnapTrade to securely connect brokerage accounts. SnapTrade is already used by multiple established fintech apps and portfolio trackers to aggregate investment data. The important part is that your broker login details are never shared with me or stored on my servers. Authentication happens directly between you, SnapTrade, and your broker using secure, encrypted connections. I only get access to the data you explicitly approve, and you can disconnect your account at any time. Your credentials always remain private and under your control. Video Demo: https://drive.google.com/file/d/...

UnifyTrades

wealth, simplified

wealth, simplified