HoldingHQ is a household portfolio tracker that turns every trade, dividend and deposit into performance, income, tax and rebalancing answers you can act on.
Free while in beta · Canada-first, more countries coming
Track all your investment accounts across members, brokers and currencies — TFSA, RRSP, RESP, taxable — in a single household view.
Upcoming income, automatic dividend recording and DRIP handling, so your ledger stays right without data entry.
Canada-first capital-gains engine: average cost basis, superficial-loss rules and options treatment computed from your actual trades.
Composition, income, performance and cost visualizations with real math behind them — XIRR, TWR and FX attribution included.
Household and per-account targets with drift badges and a buy-only invest calculator — rebalance with new money, not forced selling.
Project your goals and keep TFSA/RRSP contribution room straight, including spousal attribution and rollovers.