See your whole portfolio in one place
Most people do not have one login. A workplace retirement account, a taxable account, and an old rollover are one portfolio in practice and three screens in reality. StockLift aggregates the accounts you link so allocation, concentration, and exposure are readable in a single view — and so, in Advice Mode, your AI Investment Advisor can recommend and place the trades you approve against the whole picture rather than one slice of it.
Single-broker views mislead by omission
A retirement plan that is mostly U.S. large-cap plus a taxable account holding the same index funds is not two diversified portfolios; it is one concentrated one. Neither broker's app will tell you, because neither can see the other.
Aggregation is not a feature for its own sake. It is the precondition for every other question worth asking about risk, and for any advice worth paying for.
What the combined view makes visible
Once holdings sit on one map, several kinds of hidden exposure stop hiding.
- Position weights measured against the whole portfolio, not one account
- Sector and industry tilt after fund holdings are counted
- Geographic concentration, including a home-country bias most U.S. investors have
- The same issuer arriving through a direct holding and a fund at once
Sector and geography deserve a second look
A sector chart built only from top-level tickers understates technology for anyone who owns a broad market fund alongside a few individual names. Read the chart with fund look-through in mind.
Geography is subtler: many U.S. companies earn a large share of revenue abroad, and many international funds concentrate in the same global leaders. Treat the breakdown as a conversation starter rather than a passport stamp.
What to check first in a combined view
Start with the largest single issuer rather than the largest account. People are routinely surprised by how much of their equity sits in one company once direct holdings and fund exposure are added together.
Then look at what has drifted. A sleeve that is meaningfully above its intended weight is either a decision you made or a decision the market made for you, and it is worth knowing which. In Advice Mode, that question turns into a recommendation: StockLift tells you what to trim or add to restore the mix, and places the orders you approve.
Data quality caveats
Aggregated data is only as good as the institution feed behind it. Connections can expire, some products report on a lag, and unusual holdings may be classified imprecisely or not at all. Reconnect accounts when prompted, and treat any single number as directional rather than exact.
Frequently asked questions
Does linking give StockLift permission to trade?
Linking supports the portfolio view and the analysis built on it. Trading is a separate step: when you turn on Advice Mode and approve a recommendation, StockLift places that buy or sell order in the linked account. You review every order first.
Does the tracker look inside funds and ETFs?
Fund look-through is what makes overlap visible. The guide on ETF and mutual fund holdings explains how to read the result and where coverage is limited.
What happens if a connection breaks?
Holdings can go stale until the account is reconnected. When a connection needs attention, the app shows a prompt with a Re-link action so you can restore synced data before relying on an allocation chart.
How do I unlink a linked brokerage account?
In the StockLift app, open Profile, then Settings, then Connected Accounts, and press Unlink for the account you want to remove. If you need help unlinking, email info@stocklift.co.
What if I can't unlink or reconnect in the app?
First try Unlink or Re-link from Profile, then Settings, then Connected Accounts. If that still fails, sign in at https://my.plaid.com, revoke StockLift's access, then start a fresh link from the app.
References
Information on this page is educational and is not personalized investment advice. StockLift is an AI Investment Advisor: in the app, it operates as a registered investment adviser and, in Advice Mode, provides personalized buy and sell recommendations under a fiduciary duty and places the orders you approve in your linked brokerage account, for a flat subscription. All investing involves risk of loss.