Everything your broker doesn't offer
Your broker executes trades. HoldTrakr gives you the insight: TWR, MWR, CAGR, dividends, sectors — automatically from your CSV.
Works with
CSV Import
Upload your transaction history from DeGiro. Automatically parsed — no manual entry. Trading 212, IBKR, Saxo and Flatex are coming soon.
Portfolio Performance
TWR, MWR and CAGR — the metrics that matter. Not the misleading numbers from your broker, but real time-weighted returns.
Sector & Geography
See how your portfolio is split across sectors, regions and currencies — not just tickers.
Dividend Overview
Total dividend received, per stock, dividend yield, and insight into dividend leakage from withholding tax.
Risk Metrics
Max drawdown, Sharpe ratio, best and worst month. Understand your risk — not just your return.
Multiple Brokers
Have accounts at multiple brokers? Combine them in one overview soon. DeGiro is live now; Trading 212, IBKR, Saxo and Flatex are coming soon.
Benchmark Comparison
Compare your returns against the AEX, S&P 500, MSCI World or MSCI Europe. Are you beating the market?
Verification
Every transaction is checked against historical market data. Every upload gets a SHA-256 hash. Your data is verified, always.
No credit card needed
Coming soon
In developmentPublish your track record and earn as a creator
Once your portfolio is verified, you can publish your track record. Other investors subscribe to your insights at a price you set yourself.
Sign up for the waitlist →