Your portfolio,
finally in one place.
Track positions across IBKR, Banco Inter, eToro, BTG, Avenue, Schwab, N26, and Tradezero — instantly, securely, in every currency.
Bank-grade encryption · We never store broker passwords · Export anytime
Eight brokers supported on day one
Total NAV
€312,840
+€4,210 today
Unrealized P&L
+€41,290
+15.2% all time
Positions
315
Across 8 brokers
Performance
+17.4%
8
Brokers supported
315+
Avg. positions per power user
5
Currencies tracked natively
7-day
Free trial · no card
Every position, every broker
One portfolio. Eight brokers. Zero spreadsheets.
Stop juggling broker apps. Holdwise consolidates positions from every broker you use into one live view — with a single source of truth for every trade.
- Drop in PDF or CSV statements — we parse them
- Deduplication by trade hash, automatic
- Per-broker drill-down without losing the big picture
| Ticker | Broker | Qty | Value | P&L |
|---|---|---|---|---|
| AAPL | IBKR | 120 | €18,420 | +12.3% |
| VWCE | Inter | 85 | €11,205 | +8.7% |
| MGLU3 | BTG | 5,000 | R$ 9,400 | -18.4% |
| NVDA | Avenue | 30 | €24,300 | +42.1% |
| BABA | Schwab | 150 | €10,500 | -3.2% |
Smart import
Upload a PDF. See the diff. Approve.
Every import shows you exactly what will change — new positions, updated lots, duplicates skipped — before anything touches your data.
- Reconciliation diff before commit
- Backfill missing transactions safely
- Idempotent — re-upload the same file, nothing breaks
Import statement
PDF detectedibkr-2026-april.pdf
2.4 MB · 18 pages
Multi-currency native
Tracked in every currency you trade.
USD, EUR, BRL, GBP, CHF — Holdwise keeps each position in its native currency and converts to your reporting currency using refreshed FX rates.
- P&L computed in native AND reporting currency
- FX gain/loss broken out separately
- Tax-lot history preserved across currency changes
By currency
Pricing
Simple plans. Built for compounders.
7-day free trial on every plan. Cancel anytime. No card required to start.
Starter
Try the full product. No card required.
- All brokers supported
- Up to 50 positions
- Daily price refresh
- CSV + PDF import
- Export to CSV
Pro
For serious retail investors.
- Unlimited positions
- All 8 brokers
- Hourly price refresh
- P&L by tax lot
- Performance attribution
- Email alerts
- Priority support
Family
Track multiple portfolios in one place.
- Everything in Pro
- Up to 5 sub-portfolios
- Consolidated view
- Per-member access roles
- Shared tax-lot reports
Need an enterprise / advisor plan? Talk to us.
FAQ
Questions, answered.
- Does Holdwise connect directly to my broker?+
- No. You upload broker statements (PDF or CSV) or paste data manually. We never ask for broker passwords or trading permissions — your accounts stay isolated.
- Which brokers are supported on day one?+
- Interactive Brokers, Banco Inter, eToro, BTG Pactual, Avenue, Charles Schwab, N26, and Tradezero. New broker parsers are added based on user demand.
- How are currencies handled?+
- Each position keeps its native currency (USD, EUR, BRL, etc.) and is also converted to your reporting currency at refreshed FX rates. P&L is calculated in both views.
- Can I export my data?+
- Yes — anytime, to CSV. You own your data. There is no lock-in. If you cancel, we email you a full export within 24 hours.
- What happens if my trial expires?+
- Your workspace becomes read-only. Your data is preserved for 90 days while you decide. Upgrade and writes are immediately re-enabled.
- Where is my data stored?+
- EU-region Postgres with encryption at rest and in transit. We never train models on your portfolio and never sell, share, or analyze your data for advertising.
See every position. In every broker. In every currency.
Start with a 7-day free trial. Connect your first broker in under two minutes.