Your Individual Portrait of Financial Activity
Holdix is a financial analytics web platform designed to aggregate your personal investments, savings, and business finances from multiple sources into one structured portfolio — then deliver the analytics and insights you need to make confident financial decisions.
The Problem We Solve
Your financial life is fragmented. Investment accounts on one exchange, crypto in multiple wallets, savings in another bank, and perhaps business assets tracked in a spreadsheet. Switching between dashboards, manually reconciling data, and trying to understand your overall financial position is time-consuming and error-prone.
Holdix eliminates this fragmentation. Connect your exchange accounts, paste your wallet addresses, or add any asset manually — and see your complete financial picture in one real-time dashboard. No more spreadsheet juggling. No more guessing where you stand.
Our Mission
We believe everyone deserves a clear, accurate view of their finances — without paying for expensive advisory services or spending hours in spreadsheets. Holdix was created to make professional-grade portfolio analytics accessible to individual investors, savers, and small business owners alike.
Long-Term Vision
Our goal is to become the most comprehensive financial aggregation and analytics platform available — one that not only tracks what you have, but identifies growth opportunities based on your selected strategy and risk profile. We are building toward intelligent portfolio recommendations, expanded integrations, and deeper analytical tools that adapt to your financial goals.
What You Can Do with Holdix
Holdix consolidates information from multiple financial sources and provides the tools you need to understand, manage, and grow your wealth.
Portfolio Dashboard
Real-time overview of your holdings, allocation, and net worth across all connected accounts and wallets.
Performance Analytics
Interactive charts showing portfolio value over time, daily changes, P&L tracking, and cost basis calculations.
Rebalancing Tools
Set target allocations, monitor drift, and generate precise trade lists to stay aligned with your strategy.
Automated Reports
Schedule PDF, Excel, or CSV reports on a weekly, monthly, or quarterly basis — or export on demand.
Exchange & Wallet Connections
Connect Binance, OKX, Bybit, WhiteBIT via read-only API keys. Add EVM or Bitcoin wallets by address.
Manual Entry
Track savings accounts, real estate, business holdings, or any asset without a direct integration.
Who Holdix Is For
Whether you are managing a personal investment portfolio, tracking household savings, or overseeing business finances, Holdix gives you the visibility and analytics to stay in control.
Individual Investors
Track crypto, stocks, and alternative investments across multiple exchanges and wallets in one portfolio view.
Personal Finance Planners
Consolidate savings, investments, and assets to understand your complete net worth and financial health.
Small Business Owners
Separate business and personal finances into multiple portfolios with dedicated analytics and reporting.
Family Office Managers
Manage multiple portfolios for different family members, strategies, or time horizons from a single account.
Why Choose Holdix
One Dashboard, Complete Clarity
Stop switching between exchange apps, wallet trackers, and spreadsheets. Holdix aggregates every financial source into a single, real-time portfolio view.
Security-First Architecture
Read-only API keys, AES-256-GCM encryption, Sign-In with Ethereum, and TOTP two-factor authentication. Your financial data is protected with enterprise-grade security by design.
Free to Use, No Hidden Costs
Core portfolio tracking, analytics, connections, and reporting are available at no cost. No credit card required to get started. Try the full platform with our live demo before you even sign up.
Ready to See Your Complete Financial Picture?
Join Holdix and consolidate your investments, savings, and assets into one powerful dashboard — with analytics, reporting, and rebalancing tools built in.