I have my accounts at a number of brokerages mostly the usual suspects, Fidelity, Invesco, Schwab etc. I also have a 401K with Equitable. I would like to be able to track my portfolio so I know my NW. I have been doing it on a spread sheet but it is time consuming for something that AI can do in under a minute.
Which services do you suggest? I would prefer free or low cost and I do worry about sharing data or account access
Anyone used Lattice? I keep seeing people referencing it