See All Your Portfolios in One View: Combined P&L and Allocation (2026)
You keep portfolios separate because that makes sense strategically. But sometimes you need to see the full picture — your total wealth across every account, every market, every currency. The ALL PORTFOLIOS combined view does exactly that.
The tension between isolation and totals
Good portfolio management usually means keeping strategies separate. Your dividend portfolio, your growth stocks, your crypto allocation, and your UAE holdings each deserve their own performance context. Blending them into a single portfolio distorts every metric.
But knowing your total net worth, your total exposure to tech stocks across all portfolios, or your combined annual dividend income — these are questions that require the aggregate view. Most tools force you to choose between one or the other.
PortfolioTrackr solves this with a combined view that you can toggle on demand without losing your individual portfolio isolation.
What the ALL PORTFOLIOS view shows
Switch to the combined view by selecting 📊 ALL PORTFOLIOS from the portfolio switcher at the top of your dashboard. Every panel immediately updates to show combined data:
Combined P&L chart
The P&L chart aggregates your portfolio snapshots by date — for each date, it sums the total value across all your portfolios and plots that as a single line. You see your complete investment picture over time: 1W, 1M, 3M, 6M, 1Y, or All. This is your total net worth chart, not any individual portfolio.
Combined sector allocation
The sector allocation donut shows your total exposure across all positions in all portfolios. If you hold technology stocks in three different portfolios, the combined view adds them up. This is where you discover concentration risks you didn't realise you had — for example, that 40% of your total portfolio is in a single sector even though no individual portfolio looks that concentrated.
Combined dividends
The dividend panel totals annual income, monthly income estimate, and yield across all dividend-paying positions in all portfolios. This is the number your financial planner cares about — your total passive income from investments, regardless of which account they're in.
Combined trade log
The trade history in combined view shows every buy and sell across all portfolios chronologically. Each row carries a coloured portfolio badge so you can see at a glance which portfolio a trade belongs to. This is useful for tax reporting — you can see all your realisations for the year in one scrollable list.
Portfolio-badged position cards
Every position card in the combined view shows a small badge with the portfolio name and icon. If you hold AAPL in two portfolios, you'll see two AAPL cards — one for each portfolio — rather than having them merged. This preserves the per-position context (different entry prices, different targets) while showing you all positions at once.
Read-only by design
The combined view is intentionally read-only. The "Sell", "Add", and "Import" buttons are disabled while you're in combined mode. This prevents accidentally logging a trade to the wrong portfolio. To make any changes, simply switch back to the specific portfolio you want to work with.
How to access the combined view
- Click your portfolio name in the dashboard header to open the portfolio switcher
- At the top of the dropdown, click 📊 ALL PORTFOLIOS
- The header shows a "COMBINED · READ ONLY" badge to confirm you're in combined mode
- To return to a single portfolio, click the portfolio switcher again and choose one
See Your Total Investment Picture
The ALL PORTFOLIOS combined view is included in Pro and Lifetime plans. Try free for 3 days — no credit card required.
Start Free Trial → Learn about multiple portfolios →Frequently asked questions
Can I see all my portfolios combined in one view?
Yes. Select ALL PORTFOLIOS from the portfolio switcher for a combined P&L chart, total allocation, dividends and trade log across all your portfolios at once.
Does the combined view merge same-ticker positions from different portfolios?
No. Each position retains its portfolio context and is shown with a portfolio badge. AAPL in your ISA and AAPL in your trading account appear as two separate cards with their own P&L.
Can I make trades in the combined view?
No. The combined view is read-only. Switch to an individual portfolio to log trades or modify positions.