Features
Everything you need.
Nothing you don't.
Holdwise is built for retail investors who hold for years, not days. Every feature is designed for clarity and accuracy — not noise.
Every position, every broker
One portfolio. Eight brokers.
Holdwise consolidates positions from every broker you use into one live view.
- Drop in PDF or CSV statements
- Automatic deduplication by trade hash
- Per-broker drill-down preserved
| 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. Diff. Approve.
Every import shows you what will change before anything touches your data.
- Reconciliation diff before commit
- Backfill missing transactions safely
- Re-upload safely — idempotent
Import statement
PDF detectedibkr-2026-april.pdf
2.4 MB · 18 pages
Multi-currency native
Every currency you trade.
Holdwise keeps each position in its native currency and converts to your reporting currency.
- P&L in native AND reporting currency
- FX gain/loss broken out separately
- Tax-lot history preserved
By currency
Day-one broker support
Eight brokers. More on request.
Built and tested against real statements from each broker below.
Interactive Brokers
PDF + CSV
Banco Inter
PDF + CSV
eToro
PDF + CSV
BTG Pactual
PDF + CSV
Avenue
PDF + CSV
Charles Schwab
PDF + CSV
N26
PDF + CSV
Tradezero
PDF + CSV
Don't see your broker? Request it — we prioritize parsers by user demand.
Capabilities
The toolkit, in detail.
Overview dashboard
Total NAV, today's change, all-time P&L, and your top movers in one screen — refreshed automatically.
Drill-down by broker
Filter the whole dashboard by broker, currency, category, geography, or any combination — without losing the big picture.
Tax-lot accuracy
Every position keeps its FIFO/LIFO history so realized P&L matches your broker statements to the cent.
Performance attribution
See which positions drove your returns. Per-period contribution analysis with custom date ranges.
Screener & treemap
Visualize concentration risk with a portfolio treemap. Filter by sector, country, currency, or instrument type.
Watchlist tracking
Deliberate small-position-then-add workflow respected — micro positions stay on your radar instead of getting blanket-sold.
Ticker metadata
UCITS, BONDS, indices tracked, ISIN — enrich your tickers and unlock better filtering.
CSV + JSON export
Export anytime. Your data is yours. No lock-in. If you cancel, we email you a full archive within 24 hours.
See every position. In every broker. In every currency.
Start with a 7-day free trial. Connect your first broker in under two minutes.