Assuming those solutions are completely off the table because we don't want to share credentials, have PII stored in multiple places, create a new attack vector, etc...

What tools do very security conscious people use to get a holistic view of their investments?

* Investments include 1) stocks/bonds/ETFs/whatever, 2) real estate, 3) angel, 4) alts (e.g. masterworks, lexshares), 5) crypto.