Can I calculate XIRR across multiple brokers?
Yes. The upload workflow accepts multiple files and normalizes supported or reviewed tradebook rows into one portfolio scorecard.
Multi-broker XIRR
Multi-Broker Portfolio XIRR Calculator
If your trades are split across brokers, use one normalized workflow to calculate portfolio-level XIRR and inspect stock-level results.
Multiple brokersCombined scorecardDeduped tradesUnified holdings
Problem
Why this calculator exists
Broker P&L screens usually stop at one account. Investors who moved brokers or split trades need one normalized view of cashflows, holdings and exits.
Workflow
How it works
- Upload one or more supported broker files or cleaned CSV/XLSX tradebooks
- Review mapping and normalized security identities
- Remove duplicate-looking trade rows deterministically
- Get combined XIRR, holdings, timeline and audit gaps
What you get
Tool output
- Portfolio XIRR
- Stock-wise XIRR
- Current value
- Gain/loss
- Timeline
- Ask JMI explanations
Privacy
Browser-first import
Raw files stay in browser during normal parsing.
CTA
Start with your tradebook
Upload the file, review the mapping, and inspect the scorecard before sharing anything outside your browser.
FAQ
Common questions
How are duplicate trades handled?
Duplicate-looking trade rows are removed during deterministic import so repeated worksheet rows do not inflate cashflows.
Should I include ISIN?
ISIN is optional but useful. It improves security identity matching and market-price lookup, especially for renamed securities or ETFs.