Your investments are scattered. Your portfolio shouldn't be.
Beamfish is a unified investment ledger, not a trading platform. It brings accounts, holdings, balances, cost basis and allocation from multiple brokerages into a single honest view.
What Beamfish does
Beamfish consolidates duplicate holdings across accounts, so the same security held at several brokerages appears as one position with a combined quantity, cost basis and unrealized gain or loss.
It calculates total portfolio value, allocation by asset class, account, sector and region, and surfaces plain observations about concentration and composition.
What Beamfish is not
There is no trading, no order routing, no recommendations and no tax advice. Beamfish reads your portfolio; it never acts on it.
Demo data and disclosures
Demo data is fictional. Observations only — not financial advice. No real credentials or brokerage authentication are used anywhere in this preview.