Question: I need a service that can consolidate my investment accounts and provide historical performance data.

If you're looking for a service to consolidate your investment accounts and provide historical performance data, Monarch is a good all-in-one option. It lets you track accounts, track spending, analyze investments and create a financial plan to work toward your goals. Monarch comes with AI-driven transaction rules, flexible budgeting and investment tracking with historical performance data. It also offers secure collaboration and a customizable dashboard. The service is available on web and mobile apps, has unlimited collaborators, and costs $8.33 per month or $99.99 per year.

Another good option is Mezzi, an investment management service that consolidates multiple accounts into one view of your portfolio performance. It offers AI-powered advice to optimize your portfolio, cut fees and make tax-smart decisions. Mezzi also offers features like personalized portfolio rebalancing, tax savings and AI-powered suggestions to keep exposure to a sector while avoiding IRS wash sale rules. The service is designed with user privacy and security in mind, and offers a free plan and a premium Autonomous Wealth plan for $9.99 per month.

If you want more detailed financial information and analytics, FinChat combines institutional-quality data with conversational AI to help you with investment research. It offers vetted financial data validated by human analysts, including financial statements, estimates and detailed company information. With features like advanced data visualization, DCF modeling and customizable dashboards, FinChat is good for those who need a deeper understanding of financial information. It offers several pricing tiers, including a free plan, so it's available to individual investors and financial services companies.