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Multiple Broker Accounts

Need to have the option to connect more than one broker account

78 people like this idea
96 CommentsSorted by Newest First

It has been 2 years+, this thread started & still you guys haven't made any progress!

Do you guys think clearly enough? if you guys aren't capable of increasing basic features we as investors won't be willing to spend our time & money on your site? It's a competitive world after all.

Ask your software development team to add this feature in the next sprint with utmost priority.

Hey .. have you made any progress here. Most investors have more than 1 broker account and would appreciate a consolidated view.

Hi Sbanarjee, 


Yes, we totally agree with you. We are bumping up this request on our product feature list.


We'll notify you in case of any updates.


Regards.

I have 3 different broker accounts and I would like to see my portfolio in one single place, I guess Tickertape would have that feature but it doesn't have it yet. I would be worthy for me to take up PRO membership if that feature is enabled. I would definitely like to hear updates on this regard.


Thanks,

Subhrodip

Hi Sumith, 


We understand your concern here. 


We take user feedback with utmost importance and really appreciate the suggestions for improvements/additions to our product. We do record every feedback and suggestion into our feature requests pipeline, and the concerned team goes through these requests periodically.

However, the implementation of these requests depends on various criteria, whether they fit into our vision for the product or not, and a few more filters. Also, sometimes most common and frequent requests are prioritized over others.

Let us know if you need any further assistance.

Regards
Having a Pro Version member, I request you to provide this feature ASAP. We are holding accounts in different brokers and multiple brokers liked in Single Ticker Tape will help us a lot. We need Zerodha, Upstox, Angel, Fyers, IIFL Securities etc here. Without this feature, the Pro version is not really useful. I use the Pro version of Trendlyne App and they have this feature. So provide this ASAP
1 person likes this

Hi Kiran, 


We totally get your point here.


We take user feedback with utmost importance and really appreciate the suggestions for improvements/additions in our product. We do record every feedback and suggestion into our feature requests pipeline, and the concerned team goes through these requests periodically.

However, the implementation of these requests depends on various criteria, whether they fit into our vision for the product or not, and a few more filters. Also, sometimes most common and frequent requests are prioritised over others.

We'll surely notify you in case of any updates on the same.


Regards

Funny that this is the one of the oldest feature request and the Team still doesn't have an ETA.


I hope you realize that everyone on this platform has multiple brokers and it is quite a hassle juggling between them.


It's been over a year from 10/19/21 to Nov 10. Check the image below over 36 emails titled 
[New Reply] in Multiple Broker Accounts
not one of them saying "We got great news for you...."
Sad :')

image



1 person likes this

Hi Thamizharasan, 


Thank you for the feedback. 


We currently do not have any ETA on this. We have bumped up this request. Please be rest assured, we'll reach out to you in case of any updates. 


Regards.

With latest releases the grouping of portfolio is really good. But is there any timeline for multiple broker accounts or even to import data from other accounts? That will be much more helpful to get a consolidated view on portfolio.

Hi Satish, 


Yes, we agree with you. There is a lot in store in the upcoming plans & releases. Do keep an eye out. 


In the meantime, I'm bumping up these feature requests.


Regards.

This platform should not only be suitable for multiple broking accounts. It should also allow us to track MF investments if invested outside of broking account. If we don't consolidate the necessary other accounts, the % breakup analysis of portfolio does not throw up useful/actionable insights.

Hi Prabal, 


Yes, we understand your concern here.


That said, we do not have any ETA on the same. I have passed this on the concerned team and added you to the follow-up list, so as soon as we do have news regarding this feature, I/we’ll be sure to reach out. 


Regards.

Have multiple accounts on Motilal Oswal. Want a feature where we can view a summary of all accounts together.


Kindly advise whether the feature is available or by when it will get added.


Dont mind paying for it

Hi Aman, 


Yes, I totally get your point here. We have passed this on the concerned team and added you to the follow-up list, so as soon as we do have news regarding this feature, I/we’ll be sure to reach out. 


Regards.

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