All I am doing is put them all in one spreadsheet, and I don't know why the brokers make it so difficult. It is not like we are asking an API access, live monitoring etc.
The worst are Vanguard and ML Edge.
If people here had better experiences with them, please provide hints.
Ask is spreadsheet friendly positions list that includes account, ticker, quantity, cost.
Nice to have is transactions and dividends and I think the brokers do not understand why or how their clients wants these details.
Maybe they should make it simple and give us an api but I think might be beyond their capability