All your investments in one place.
Holdista brings together your accounts at XTB, Degiro, Interactive Brokers and Trading 212. See what you have, what you have earned and how much of it goes to tax.
Coming soon
Trading 212 and IBKR can also be connected directly with an API key. Other brokers and accounts can be added by hand.
Handles the holding-period test, the yearly limit, dividends and interest, by the rules of the country where you pay tax.
No sign-up needed. Export and back up your data any time.
Upload a statement from your broker. The app does the rest.
What your whole portfolio is worth, what you have earned since the start and how it grows against the money you put in. All accounts together.
Download a statement from your broker and upload it. The app recognises the broker and checks that positions and cash match. Trading 212 and IBKR can also be connected directly.
See how much you can sell tax-free, what becomes tax-free within a year and how much tax you will pay on sales, dividends and interest.
How much you hold in individual stocks and funds, sectors, regions and at each broker.
What your broker's app will not show you.
Breakdown by holding, sector, region or broker, as a donut or as tiles coloured by gain. The same section has yearly performance, dividends and taxes.
The app works out what you would have if the same money had gone into the S&P 500, NASDAQ 100 or the whole world on the same days. Fairer than comparing percentages.
It tracks the holding-period test for every purchase and tells you what will soon become tax-free. By Czech or Slovak rules.
Before you sell, see how much tax you would pay today and how much if you wait a few months.
Dividends by month, who pays you most and how much tax has been withheld.
After you upload a statement, the app compares holdings and cash with your broker. If something does not match, it tells you what and where.
Your portfolio stays on your phone. No account, no sign-up. Export and back up everything any time. Prices come only from official sources that allow it.
Join the beta
We are looking for people who invest through XTB, Degiro, IBKR or Trading 212 and will tell us what they miss. We will send the invitation by e-mail, for Android and iPhone.