How to track investments across Endowus, StashAway and your brokerage in one view
Short answer: In Singapore, platforms such as Endowus, StashAway and a brokerage each show only the holdings kept with them, so none can show your combined total. Tracking them in one view takes a separate tracker that lists holdings from every platform, converts everything to Singapore dollars at current rates, and adds CPF, cash, property and loans for a full net worth figure.
A fairly normal Singapore portfolio in 2026 looks like this: a regular-savings plan in Endowus, a goal portfolio in StashAway or Syfe, a brokerage account with a few SGX counters and a global ETF, some CPF and SRS, maybe a bit of crypto. Every one of those platforms is good at its own job, and each gives you a clean dashboard for the slice it holds. What none of them gives you is the whole picture. To answer "what am I actually worth, and how is it split," you end up opening four apps and doing the sums in your head. Here's why that gap exists, and how to close it.
Why no single app shows everything
The honest reason is that each platform can only see what's inside it. A robo-advisor consolidates beautifully across the products you hold with that robo-advisor, and some apps can now link in your bank and CPF balances too. But your StashAway portfolio doesn't know about your Interactive Brokers holdings, and your brokerage doesn't know about your Endowus funds. The moment your money lives in more than one place, no individual app is positioned to show the combined total. That's not a flaw in any of them, it's just the boundary of what each one can see.
So consolidation has to happen one level up, in a tool whose only job is to hold the whole picture rather than manage any single slice of it.
What a true "one view" needs
Pulling a scattered portfolio into a single number takes more than a list. To be worth trusting, the combined view needs to:
- Include holdings from every platform, whether they're SGX counters, US and UK listed ETFs, robo-advisor funds without a public ticker, or crypto.
- Resolve everything to one currency. Singapore dollars, valued at current rates, so the total means something. (More on the currency side in our guide to tracking a multi-currency portfolio in SGD.)
- Reach beyond investments, folding in CPF, cash, property and loans, because net worth is the real question hiding behind "how are my investments doing."
- Stay yours. A combined view shouldn't require handing every platform login to a third party.
How Merlio does it
Merlio is built to be that level-up view. You bring holdings in by CSV import (Interactive Brokers and StocksCafe formats, plus a generic importer) or by quick manual entry. For funds that don't have a public ticker, such as your Endowus or StashAway positions, you add them as custom holdings and update the value yourself when you want to. SGX, US, UK, Australian, Malaysian, Hong Kong and crypto holdings price automatically from multiple public feeds, all converted to Singapore dollars at daily rates.
On top of investments, Merlio tracks CPF and SRS with their actual rules, plus cash, property and loans, so the number at the top of the page is your real net worth, not just one brokerage's corner of it. Everything rolls into a single figure, with breakdowns by platform, asset class, and geography when you want to drill in.
The trade-off, stated plainly. Merlio uses manual entry and CSV import rather than automatic bank or broker syncing. That means a little setup, about an hour for a typical portfolio, in exchange for nothing connecting to your platform logins. If hands-off auto-sync is essential for you, that's a fair reason to choose a platform built around it.
Tracking the family's money too
If you and a partner each hold accounts across different platforms, the scattering doubles. Merlio's household mode lets two people share a combined view without sharing logins, each choosing which categories to show, with joint assets deduplicated so the maths doesn't double-count.
Still adding it up across four apps? See why people move off a portfolio spreadsheet, or start a free 60-day trial and bring everything into one Singapore-dollar net-worth view.
Common questions
Can I see my Endowus and StashAway portfolios in one app?
Each platform's own app shows only the holdings it manages. Seeing both together takes a separate tracker where the positions are entered or imported and then combined into one total.
How do I track a fund that has no ticker symbol?
A fund without a public ticker, such as a robo-advisor portfolio, can be recorded as a custom holding with its current value. That value is then updated by hand from the platform's own app, because there is no public price feed for it.
Do I have to share my brokerage login to track all my investments in one place?
Not always. Holdings can be added to a tracker by manual entry or by importing a CSV export from the broker, so no platform password is shared. Trackers built around automatic account syncing do need a connection to each platform.
Can I import my Interactive Brokers trades into a portfolio tracker?
Many trackers accept a CSV export. Merlio imports CSV files in Interactive Brokers and StocksCafe formats, plus its own template for other brokers. Supported formats differ from one tracker to another.
Does my total portfolio include CPF and SRS?
It depends on the question being asked. An investment-only total covers holdings across platforms, while a net worth figure also includes CPF, SRS, cash and property, minus loans such as a mortgage.
Merlio is a tracker and calculator, not a financial adviser. It does not recommend platforms, funds, or allocations. For personalised advice, speak to a MAS-licensed financial adviser.