Help with your Beamfish portfolio

Use “+ Add account” anywhere in the app. In this preview, connections are simulated — nothing asks for real brokerage credentials, and some providers intentionally fail so you can see the error state.

When the same security is held at more than one brokerage, Beamfish merges it into a single position and lists each account location underneath, with its own quantity and cost basis.

Market value is quantity times last price. Cost basis is the sum of purchase costs across all accounts. Unrealized gain or loss is the difference between the two, and allocation is each position's share of total portfolio value.

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