Every asset you can track, manage, grow, and protect — Holdix portfolio tracker
Asset | Holdings | Value | Allocation | 24h |
|---|---|---|---|---|
| Bitcoin | 1.847 BTC | $127,430 | 42.3% | +2.4% |
| Ethereum | 18.52 ETH | $68,240 | 22.6% | +1.8% |
| Solana | 312.4 SOL | $45,610 | 15.1% | -0.7% |
| USDT | 35,000 USDT | $35,000 | 11.6% | 0.0% |
Investments, savings, assets — all in one place. Holdix transforms your scattered accounts and wallets into a single, clear view of your wealth. Track performance, rebalance, and generate reports from one dashboard.
One Platform for Your Entire Financial Life
Portfolio Dashboard
Real-time view of your holdings, allocation, and net worth across all your connected accounts and wallets.
Performance Charts
Interactive historical charts showing portfolio value, daily changes, and period-over-period growth.
Rebalancing Tools
Set target allocations, monitor drift from your strategy, and generate a precise trade list — automatically.
Automated Reports
Scheduled PDF, XLSX, and CSV reports delivered on your timeline. Or export instantly on demand.
Exchange & Wallet Connections
Connect Binance, OKX, Bybit, WhiteBIT via read-only API keys. Add any EVM or Bitcoin wallet by address.
Manual Entry
Add any asset manually — savings accounts, real estate, business holdings, or anything without a direct integration.
Read-Only Access
We can never trade or move funds. Your connected accounts are view-only by design.
Manual Entry for Everything
No supported integration? Add savings, real estate, or any asset manually.
Multi-Portfolio Support
Separate portfolios for different strategies, family members, or business entities.
Scheduled Reports
Portfolio reports delivered on your schedule — weekly, monthly, or quarterly.
Try Before You Sign Up
The full product is explorable via demo — no account or credit card required.
TOTP 2FA + Audit Log
Enterprise-grade security protecting your most sensitive financial data.
Start for free
Get Started for Free
Stop juggling spreadsheets and exchange dashboards. Get the complete picture of your investments, savings, and assets — all in one place.
Up and Running in 3 Steps
Get started in minutes — no technical knowledge required
Create your account
Sign up with email or connect your Ethereum wallet via Sign-In with Ethereum. No credit card required.
Connect your sources
Add exchange API keys (read-only), paste wallet addresses, or enter any asset manually.
See your full picture
Your portfolio syncs automatically. Performance, allocation, P&L, and rebalancing insights — all in one place.
Create your account
Sign up with email or connect your Ethereum wallet via Sign-In with Ethereum. No credit card required.
Connect your sources
Add exchange API keys (read-only), paste wallet addresses, or enter any asset manually.
See your full picture
Your portfolio syncs automatically. Performance, allocation, P&L, and rebalancing insights — all in one place.
Your Financial Data Is Treated Like Your Own
Your data is encrypted, isolated, and protected at every layer.
Read-Only API Keys
Holdix only ever requests read-only permissions. We cannot place orders, withdraw funds, or touch your accounts in any way.
AES-256-GCM Encryption
Every API key is encrypted at rest with AES-256-GCM and per-user HKDF-derived keys. Credentials are never stored in plaintext.
Sign In with Ethereum
Prefer passwordless access? Sign in with your Ethereum wallet via SIWE — no password is stored or required.
Two-Factor Authentication
TOTP-based 2FA with 8 one-time backup codes. Full audit log of every security event on your account.
Frequently Asked Questions
Everything you need to know about Holdix
Is Holdix free to use?
Yes, you can track your portfolio and finances for free. Core portfolio tracking, connections, and analytics are available at no cost.
Is it safe to connect my exchange accounts?
Holdix only accepts read-only API keys. All credentials are encrypted with AES-256-GCM and are never shared, sold, or exposed.
Which exchanges are supported?
Currently Binance, OKX, Bybit, and WhiteBIT. More integrations are added regularly.
Can I track Bitcoin and Ethereum wallets?
Yes. Add any Bitcoin address or EVM-compatible wallet (Ethereum, Polygon, Base, and more) by pasting the public address — no private key needed.
Can I track assets that aren't on an exchange?
Yes. Use manual entry to add savings, real estate, business assets, or any holding not covered by a direct integration.
Does Holdix support multiple portfolios?
Yes. Create separate portfolios for different strategies, family members, time horizons, or business entities.
Can I export my financial data?
Yes. Export to PDF, Excel (XLSX), or CSV at any time. Scheduled reports can be configured for weekly, monthly, quarterly, or yearly delivery.
Can I try it without signing up?
Yes. The live demo lets you explore all features with sample data — no account or credit card required.