Help each other out and save thousands on unnecessary financial advisors by tracking and sharing your portfolio
Financial advisors are there to hold your hand. We believe the Holfolio community can do that just as well, and without the cost
Don't pay thousands for a financial advisor to tell you to buy an index fund
Set your goals and allow the community to see if it matches your portfolio
Each change to your portfolio automatically adds to your public profile
Holfolio allows you to see where other investors are putting their money
See the latest value of your whole portfolio across asset classes, including crypto, equity and private investments
We'll help you add your portfolio from wherever else you currently track your investments
We believe transparency in finance is a good thing.
For too long, our awkwardness around money has allowed financial industry middle men to charge too much for too little
But that doesn’t mean you should share everything. Your public Holfolio profile shows what you bought and when, but not how much
Once you’ve signed up you can check the portfolios of other users to get some inspiration
The main thing is to do something. Don’t let your money waste away earning a pittance at the local bank.