Keep your stock and ETF holdings together
Add holdings manually from the asset catalog and organize them by brokerage account. View quantities, available prices and net values in one portfolio.
Bring your accounts together. See what you hold, what it’s worth, and how much is invested—with manual entry and supported crypto account sync.
Stocks · ETFs · Crypto · Cash
Add holdings manually from the asset catalog and organize them by brokerage account. View quantities, available prices and net values in one portfolio.
Sync supported Binance accounts and wallet addresses on Ethereum, BSC, Bitcoin and Solana. Automatic accounts are read-only in HoldStats.
See your net assets, cash, invested assets and allocation in your preferred display currency. Cash includes fiat currencies and supported stablecoins such as USDT and USDC.
Organize bank balances, brokerage holdings, exchanges and crypto wallets.
Enter positions manually or connect a supported crypto account for automatic updates.
Review combined holdings, net values and allocation. Show or hide cash to focus on your investments.
Track cash, stocks, ETFs and supported crypto assets across your accounts. You can also enter custom holdings with a manual price.
Yes. Create a manual account, choose an asset and enter your quantity or cash balance. Custom holdings let you set your own price and currency.
Automatic sync currently supports Binance and wallet addresses on Ethereum, BSC, Bitcoin and Solana. Wallet coverage depends on the supported asset catalog and filtering rules; not every token or balance is included.
HoldStats combines available prices and exchange rates and displays net values in your selected currency (USD, CNY, HKD, EUR or GBP). Holdings without a price or exchange rate are marked as not valued and excluded from the total. You can inspect price timestamps in the app.
No. HoldStats is a portfolio tracking tool. It brings your holdings into one view; it does not execute trades.
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