Your investments, tracked automatically
Link your brokerage and retirement accounts, add whatever else you own by hand, and watch one number update every day.
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One number, every account
Link brokerages, retirement accounts, and cash through SnapTrade — Holdio pulls balances and holdings into a single net worth figure.
See the trend, not just the snapshot
A daily-updating chart shows where your net worth has been, with your own deposits and withdrawals excluded so the line reflects real performance.
Know your allocation
Break your portfolio down by account, category, and sector — and set target allocations to track against.
Share your returns
Generate a clean, shareable card of your performance over any time range, without exposing account details.