Multiple accounts
Every brokerage account, one ledger.
Track multiple brokerage accounts in one place — Schwab, Fidelity, Vanguard, the old employer 401(k) — organized by the strategies you think in, not the institutions that hold them. One consolidated net worth, hard assets included.
No account linking. No stored logins. Forward a statement; approve the numbers.
Join the waitlist — 10% off for life- Brokerage · Schwab$214,380
- 401(k) · Fidelity$186,920
- Roth IRA · Vanguard$92,500
- Taxable · E*Trade$48,200
- 12 Maple St. · appraisal$642,000
The fragmentation problem
Your money is spread across brokers. Your view shouldn't be.
Most people accumulate accounts the way they accumulate jobs: a 401(k) here, a Roth there, a taxable account at whichever broker had the promotion that year. Every dashboard shows one slice. To answer a simple question — how much do I have in tech, total? — you'd have to open five tabs and a spreadsheet. So nobody asks it, and the real allocation goes unseen.
Broker dashboards
Show one institution at a time. The strategy you run across three of them doesn't appear in any single login.
Aggregators
Promise one view, but demand every credential, break when a page changes, and can't reach the held-away 401(k) or your house at all.
Clarity
One ledger across every institution and asset, kept current from documents you forward — no logins, no supported-broker list, no breakage.
One portfolio, many accounts
Strategy spans the accounts. So does Clarity.
Group holdings into sleeves — income, growth, the kids' college — and let a sleeve draw from any account at any broker. Each sleeve carries its own value, performance, target, and drift across all of them, so you can finally see and rebalance the whole portfolio rather than one account in isolation.
Real estate, vehicles, and other hard assets sit in the same ledger as the securities, so net worth means actual net worth — every account and everything else, in one figure.
Growth sleeve · across accounts
- NVDA · Schwab$214,380
- VTI · Fidelity 401(k)$96,140
- QQQ · Vanguard Roth$41,900
One strategy, three brokers, one drift number. The accounts are an implementation detail.
Tracking accounts, answered plainly
Common questions
Can I track accounts from different brokers together? +
Yes. Schwab, Fidelity, Vanguard, E*Trade, an old employer 401(k) — all of it lives in one ledger, and a strategy can span any combination of them. Clarity treats your holdings as one portfolio rather than one institution at a time.
Do I have to link or connect my accounts? +
No. There is no account linking and no stored credentials. You forward a statement or confirmation from any institution, and Clarity organizes it after you approve the numbers. Here's why we built it without aggregation.
What about old 401(k)s or accounts an aggregator can't reach? +
Those are exactly the accounts Clarity handles best. If you can produce a statement — even a paper one you photograph — it goes in the ledger, no supported-institution list required.
Can I see my total net worth across every account? +
Yes. Every account rolls into one net worth figure, and real estate, vehicles, and other hard assets sit in the same ledger — so the total reflects everything you own. Here's how to track net worth without the busywork.
Is there a limit on how many accounts I can track? +
No. Clarity is never priced per account or on assets, so adding accounts never changes what you pay. See pricing.
Put every account in one place
Join the waitlist with a verified email and get 10% off, for life — no logins to hand over, ever.