HoldingsNest
English
Get started
Pricing

Free to track. Family when you share it.

Start by recording your accounts and assets for free. Upgrade to Family for automatic prices, sharing with your family, and a contingency plan for when it matters most.

Billing period

Free

Where your assets are and what you put in

Free

Get started free
  • 1 book, up to 4 accounts
  • Multi-currency with automatic exchange rates
  • Stocks and crypto shown at cost
  • Location details: institution, sign-in, contact
  • Loan amortization and remaining principal

Family

Recommended

See how much your assets grew, share with family, and leave clear instructions

Early bird

US$29.99/ year

Regular US$59.99 · US$2.50 / month on average

Early bird

US$2.99/ month

Regular US$5.99

One subscription, up to 6 family members free

Sign up now for early-bird pricing

Paid plans open soon. Subscribe during early bird and keep the price as long as you stay subscribed.

  • Unlimited books and accounts
  • Daily automatic prices for stocks, ETFs and crypto, with gains and losses
  • Net worth trend: all time
  • Family sharing for up to 6, with per-account access
  • Contingency plan: hand over assets and their locations if you stop opening the app
  • Coming later: end-to-end encrypted vault

Compare plans

Compare plansFreeFamily
Books1Unlimited
AccountsUp to 4Unlimited
Multi-currency, automatic exchange rates✓✓
Stock and crypto pricesCost only✓
Net worth trendLast 12 monthsAll time
Location details✓✓
Loan amortization✓✓
Family sharing—✓
Per-account family access—✓
Contingency plan—✓
End-to-end encrypted vault—Coming soon

FAQ

Does my family need to pay?

No. One Family subscription lets up to 6 family members join your books for free. Books they create themselves stay on the Free plan.

Why does Free show stocks at cost only?

Automatic prices rely on paid market data, so they’re part of Family. Free records what you bought and for how much; Family updates daily closing prices so you can see what it’s worth now and how much it grew.

Will the early-bird price last?

Subscribe during early bird and keep that price as long as you stay subscribed. Future price changes only affect new subscribers.

What happens to my data if I cancel?

Nothing is deleted. Anything beyond the Free plan becomes read-only. The contingency plan keeps its settings and pauses its timer, so nothing is handed over just because a subscription lapsed.

How do I pay? Can I get a refund?

On the web by card, Apple Pay or Google Pay with automatic renewal, processed by Paddle; in the upcoming apps through the App Store or Google Play. You can get a full refund within 7 days of your first subscription payment; renewals aren’t refunded, and you can cancel anytime.

Is there a referral offer?

Yes. Friends who sign up with your link get 1 month of Family; refer 2 friends and you get 3 months (one time).

Start free, upgrade when you need it

No credit card required. Sign up now to get early-bird pricing when paid plans open.

Get started free