BrokerBridge

Your whole portfolio. None of your passwords.

BrokerBridge turns the statements you already download from your brokers into one clear, private picture of everything your household owns — across every broker, every currency, every person. It runs entirely on your Mac.

BrokerBridge dashboard showing household net worth across accounts
Every portfolio tracker wants your bank login. BrokerBridge doesn't.

You already get statements from every broker you use. Drop them in — nothing to link, nothing to authorize, nothing that leaves your computer.

Import from anything, no bank link required

One-click parsers for the brokers most people actually use, plus a way to bring in statements from anywhere else.

  • Built-in parsers for Interactive Brokers, Wealthsimple, and TD Direct Investing
  • A universal column-mapper for any other broker's CSV or Excel file
  • A free "web-AI paste" path — no paid API key needed
  • Optional direct Claude API import for messy PDFs and screenshots (uses your own API key; standard API usage fees apply)
  • Handles CSV, Excel, text PDFs, screenshots, and manual entry
BrokerBridge import screen with statement drag-and-drop and free web-AI import path
BrokerBridge holdings screen with allocation chart and positions across brokers

One consolidated view, always current

Every holding, every broker, every currency, in one place — with the numbers an analyst would actually track.

  • Household net worth by broker and by person
  • Average cost, book value, and unrealized gain or loss
  • Allocation breakdown at statement or live prices
  • Filter by person, account, institution, or ticker

See what your money actually earned

A running picture of performance — not just a balance, but whether it was worth it.

  • Net worth over time versus what you actually contributed
  • Compare your performance against the TSX Composite or the S&P 500
  • Realized gains, dividends, interest, and fees by period
  • Per-account statements with contributions and returns
BrokerBridge performance report comparing portfolio growth to contributions and the S&P 500

An assistant, not just a dashboard

BrokerBridge reads your statements the way an analyst would — reconciling overlapping reports, tracking cost basis, and flagging the things worth knowing before you have to go looking.

Over-concentration, idle cash, fee creep, the same stock held at two brokers — surfaced automatically, every time you import.

Cash sitting idle58% of net worth
Held at two brokersQUBT — IBKR & WS
Biggest mover this periodABCL +69.4%
Positions closed since last import5

Runs on your Mac. Stays on your Mac.

No bank or brokerage logins are ever requested or stored. The only optional outbound calls are for market prices and, if you choose it, AI extraction — both off by default.

One-time purchase
CAD39.99

A single lifetime license. No subscription, no renewal, no account required.

Try it free for 14 days first — up to 12 transactions, no card required. Buy only once you're sure it's for you.

Get notified at launch
  • Every future update to this version of BrokerBridge included
  • Works fully offline once installed
  • For macOS