One place for everything.
Connect checking and savings, brokerage, 401(k) and IRA, and crypto exchanges and wallets, all read-only. Once linked, every account and institution shows up in a single dashboard: no logins to juggle, no spreadsheet to keep updated by hand.
One consolidated view across every connected account, institution, and asset class.
Crypto and Stocks, together.
Most tools keep crypto and traditional accounts in separate apps, so you never see the full picture at once. Altrion connects 5+ crypto exchanges and self-custodied wallets (BTC, ETH, SOL) alongside your brokerage, retirement, and bank accounts, then lists every holding side by side in the same place.
Every holding, one list. Stocks and ETFs sit next to crypto, priced and tracked the same way.
Always current.
Connected accounts sync automatically as balances and positions change at the institution, so what you see reflects what you actually hold, not a snapshot from whenever you last logged in. Nothing to refresh, nothing to enter by hand.
From scattered accounts to one view.
Connect your accounts
Link banking, brokerage, retirement, and crypto exchange accounts. Bank and brokerage connections use Plaid; crypto connects through direct exchange APIs and public wallet addresses.
Everything appears
Every account, institution, and asset class shows up in a single dashboard: checking and savings, brokerage, retirement, and crypto, all in one place. Nothing to re-enter, nothing to reconcile by hand.
Stays current
Connected accounts sync automatically as balances and positions change at the institution, so the view in front of you keeps up without any manual updating.
Ready to see all your accounts?
Your complete financial picture, in one place.
Get the full picture14 days free.
Portfolio Aggregator, answered.
The Portfolio Aggregator provides educational information, not investment advice. Altrion is read-only and never moves, holds, or transacts your funds.