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I am looking for a program or web-based service that can show me the value of all my different US and French bank/brokerage accounts, and give me the sum of it (e.g, "X USD").

No preference regarding the license, the cost or the operating system.

What I have found so far:

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  • Have you considered the possibility that you haven't been able to find a program or service that does what you want because the legal requirements for software accessing bank data are different between the US and France?
    – Jeff Zeitlin
    Jul 2, 2021 at 10:40
  • @JeffZeitlin no because plenty of websites are dealing with multiple different local laws and regulations. But I agree that doesn't help indeed.
    – Franck Dernoncourt
    Jul 2, 2021 at 12:17

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In my opinion you should put all the eggs in the same basket.

For example Swissquote or Degiro can allow you to do so but you have to move all your bank/brokerage to their accounts.

Once they are there you can have an overview of it and the sum of it in USD, EUR, CHF, NZD, etc...

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  • Thanks, I wish but not all baskets are the same due to tax laws + bank fees + market access.
    – Franck Dernoncourt
    Jan 6, 2022 at 9:26
  • @FranckDernoncourt, I use Swissquote both for banking and trading. You can trade all over the World, any market any currency, and the right fees are applied: en.swissquote.com/trading/pricing/stocks (in the examples there are just 6 columns but rest assured you have all the 60 markets and the relative fee is shown before you buy the stocks)
    – Francesco Mantovani
    Jan 6, 2022 at 9:55
  • Thanks. Can they handle country-specific account types such as PEA, PEL, IRA, 401(k), HSA, Livret A, etc.? Likely not.
    – Franck Dernoncourt
    Jan 6, 2022 at 9:57
  • @FranckDernoncourt, that is a very specific question. In this case I suppose the answer is no. But I also suppose that there is no app around the world that could help you archive that. But I have the same problem as you do, having my savings between Switzerland and New Zealand and lately I stumble upon Sharesight.com wealthmorning.com/2019/09/26/627889/… I'm testing it but I cannot tell yet if that is the silver bullet for people like us
    – Francesco Mantovani
    Jan 6, 2022 at 10:06
  • Otherwise what we need is dashboard like simplywall.st/portfolio/my-portfolios where we can upload manually our data. But then you have to manually update the portfolio and that sucks
    – Francesco Mantovani
    Jan 6, 2022 at 10:16
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My answer is that it sounds like a great app to develop! The competition must be lagging behind your requirements, opening the door to a new market. The concept has been explored successfully with these apps but isn't working out as planned, so improving it might be a winning design.

We would need a few things first: a business plan, a prototype, and the opinions of experienced developers.

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