Your wealth,
clear to your family,
ready to pass on.
Bring savings, stocks, crypto, property and loans into one place, and see your net worth together. No need to log every expense.
Free for now · No bank connection needed
Still tracking your wealth in a spreadsheet?
Spreadsheets can do anything — which is why tracking your wealth in one turns into a monthly fight.
Copying prices and FX rates by hand
Prices and FX rates update daily
One edit and the formulas break with #REF!
No formulas — net worth and returns are calculated for you
Barely usable on a phone
Check and update from your phone
Saving a copy every month just to see a trend
Net worth history recorded automatically
The file lives on your laptop, where your family can't find it
A list of where every account lives, findable when it matters
One family, one balance sheet
Create a shared space and invite your partner, parents or kids. Everyone sees the same net worth — and you decide who can see or change what.
Refer 2 friends and get it free for 3 months.
See how families track wealth together →Owner
Manages members, permissions and settings
Editor
Adds accounts and updates balances
Viewer
Can look, can't change
Control access account by account
Share the mortgage with everyone. Keep your side investments to yourself.
- MortgageEveryone
- Family savingsEveryone
- My side portfolioOnly me
If something happens to you,
your family will know where to look.
Too many families only discover, when it matters most, that nobody knows which banks, which brokers or whom to call. HoldingsNest keeps that list up to date.
Where every account lives
Record the institution, login page and contact for each account. Only you can see it — and no passwords are stored.
Dead Man's SwitchPremium
If you don't open the app for a while, the ledgers you choose — and where each account lives — are handed to the family members you trust. Until then, they see nothing.
Encrypted vault
Sensitive notes are encrypted on your device before upload. Even we can't read them.
Your family's net worth on one page
Every account adds up to one number, converted into the currency you think in.
Net worth over time
Recorded daily, so you can see whether this year moved you forward.
Asset allocation
Cash, investments, property and debt — one chart shows the mix.
Multi-currency
Hold USD, TWD, JPY, HKD and more, all converted automatically.
Stop logging every coffee
Budgeting apps want every purchase. HoldingsNest cares about the big picture: update a balance when it changes, and that's it.
Budgeting apps
Log every purchase — most people give up within weeks
HoldingsNest
Update balances when they change; investment prices update themselves
Prices update daily
- Taiwan
- US
- Hong Kong
- Japan
- Korea
- ETFs
- Crypto
Not just balances — gains and losses too
Cost basis and returns
Record buys and sells; average cost and unrealized gains are calculated for you.
Loans that pay themselves down
Enter your mortgage or car loan terms once. Payments are applied monthly, so you always know what's left.
Try the mortgage calculator →Your data stays yours
No bank connections
We never pull data from your bank or broker. You enter what you want to track.
No bank passwords
Your bank and broker logins never touch our servers.
Encrypted backups
Backed up daily and encrypted before leaving the server.
No ads, no data sales
Your financial data is used only to run the service and is never shared with ad platforms.