Holdz Finance

HoldZ Finance is your total wealth hub. Track and manage everything you own—and everything you owe—from a single app designed for investors.

A HEAD-TO-HEAD VIEW

See your entire wealth at a glance: cryptocurrencies, stocks and ETFs, cash in the bank, real estate and other assets, along with your debts, to understand your true net worth.

OVER 4,000 ASSETS

View up-to-date quotes for Bitcoin, Ethereum, and hundreds of other cryptocurrencies, plus US and international stocks and ETFs.

AI ANALYST

Chat with an intelligent analyst who understands the context of your portfolio and answers questions about your positions and market movements.

YOUR PRIVACY, YOUR RULES

By default, your information remains private. You decide which portfolios and categories to share, and whether others can see amounts or only percentages.

PROFESSIONAL REPORTS

Export your wealth distribution in PDF format, with separate chapters for each portfolio and control over the categories and amounts included.

ACTUAL NET WORTH

Record loans, mortgages, and other debts to understand your complete financial situation, not just the value of your assets.

All your wealth information, organized in one place.