[retiredguy123]

One way to track your investments with a single app, without providing the app with your username and password, is to maintain a constant number of shares in each account. With mutual funds, you can do this by changing the "reinvestment" options for dividends and capital gain distributions to "cash", and have the income automatically transferred to your money market account. Then, you will always have the same number of shares. The app can track daily changes in net asset value and use a fixed number of shares to calculate the total value of your assets. No need to log in to do that. Transferring dividends and capital gain distributions to another account does not create an additional taxable event because it is income that will be taxed anyway. I have done this for years and I like knowing that I always have the same number of shares in every mutual fund.