Learn
13 articles explaining how Holdix works.
Portfolio
6Portfolio Health score
A 0–100 score that summarises how well your current holdings match your targets.
Net Worth
Net Worth = Assets − Liabilities
Invested Value
How much you paid for the assets you still own — the same way Robinhood, Coinbase, and tax trackers measure it.
Profit / Loss
The difference between your portfolio's current value and what you invested.
Average Cost
The weighted average price you paid per unit of an asset, based on your buy and auto-invest transactions.
Blended APR — how loan cost is averaged across positions
A cost-weighted realized APR across all your DeFi debt positions, weighted by both principal size and how long it was held.
Rebalancing
3What is the Drift Score?
Measures how far your actual allocation is from your targets — lower is better.
How to set target allocations
Define the percentage of your portfolio you want each asset to represent.
Understanding the Trade List
A prioritised list of buys and sells needed to bring your portfolio back on target.
Connections
4How to create Binance API keys
Create a read-only Binance API key to connect your account securely.
How to create OKX API keys
Create a read-only OKX API key with a passphrase to connect your account.
How to create Bybit API keys
Create a read-only Bybit API key with the correct permissions to connect your account.
How to create WhiteBIT API keys
Create a read-only WhiteBIT API key with the correct permissions to connect your account.
Ready to Put This Knowledge to Work?
Try the full Holdix platform — portfolio dashboard, analytics, rebalancing, and reporting — completely free.