Multi-account consolidated view

What is the combined exposure across different brokers and household investment accounts?

Portfolio (example holdings) PRT-027 Stacked bar Sample

Sample data. Every number, symbol and holding on these pages is generated sample data dated 2026-10-16, used only to illustrate layout and method for educational and informational purposes. It is not market data, backtest output or a forecast, and the analytics described in the specifications are not running.

Example holdings. Holdings, weights and watchlist entries on this page are example holdings generated for illustration. They are not a user account, a saved portfolio or any real position.

Download CSV Sample JSON Specification JSON Sample as of

0700.HK Tencent Holdings | Hang Seng Index | 2025-10-16 – 2026-10-16 | HKD

Latest value
488,204 HKD
Change over period
11.54 %
Period high
524,699 HKD
Period low
422,045 HKD

Stacked account assets

Net value by account (accounting currency) (Stacked bar)

Merged duplicate holdings

Share of symbols duplicated across accounts (%) (Line)

Internal transfer reconciliation

Net value by account (accounting currency) and Share of symbols duplicated across accounts (%) (Table)

Sample data rows

Investment accountNet value by account (accounting currency)Share of symbols duplicated across accounts (%)Data date (sample)
2025-10 437676 36 2025-10-31
2025-11 422045 34.3 2025-11-28
2025-12 437840 33.2 2025-12-31
2026-01 463119 35.3 2026-01-30
2026-02 500315 32.4 2026-02-27
2026-03 467660 33.7 2026-03-31
2026-04 469557 29.6 2026-04-30
2026-05 492994 33.6 2026-05-29
2026-06 480920 30.8 2026-06-30
2026-07 509293 27.8 2026-07-31
2026-08 504783 28.5 2026-08-31
2026-09 524699 31.2 2026-09-30
2026-10 488204 31.4 2026-10-16