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Holdings

Every investment,
in one place.

A portfolio tracker that speaks the same language as your trades.

Holdings is in active development — the final product may differ from what's shown here.
DASHBOARD

Your whole portfolio, one screen.

AT A GLANCE

Value, return and P&L in real time.

Portfolio value, today’s gain, total return, invested capital and dividend yield synthesised the moment you open the app, across every account you connect.

HOLDINGS

Every position, merged by symbol.

THE TABLE

One row per asset, across every broker.

Quantity, average cost, live price, market value, cost basis, day and total P&L and weight — the same holding held at two brokers collapses into a single honest row.

POSITION DETAIL

Drill into any holding.

THE COMPANY

Fundamentals, earnings and filings.

Open any position to a full profile: overview, fundamentals, earnings, ownership, SEC filings, news, management and an advanced chart — the research, attached to what you own.

MY PORTFOLIOS

Every account, under one roof.

CONNECT

Any broker, wallet or asset class.

Import positions from Degiro, Interactive Brokers, eToro, Trade Republic, Comdirect, Saxo and more via file, or add manual assets like real estate — each kept as its own portfolio.

ANALYSIS

Institutional lenses on what you hold.

PERFORMANCE

Return, risk and the benchmark.

CAGR, Sharpe, Calmar, max drawdown and volatility, with your equity curve plotted against MSCI World, the S&P 500 or BTC — performance in the context that matters.

DIVIDENDS

Income, before it lands.

PROJECT

Annual and monthly income, estimated.

Projected annual income, monthly average, average yield and yield on cost computed across your holdings — see the passive income your portfolio is building.

Every investment, in one place.

Free forever for up to 500 trades.
No credit card required.

Start for freeSee pricing