Watch patience compound.
Holdfast is the steady record of your investing across decades — one quiet line, drawn slowly over a lifetime. No tickers. No urgency. Just the long, honest shape of your money.
Portfolio value
$1,284,500
How it works
Three quiet steps, held for decades.
No prompts to trade, no flashing alerts. Holdfast simply keeps the record so the long line keeps drawing.
Connect once
Link your brokerage and accounts a single time. Holdfast reads the record — it never touches your cash.
Mark the years
Tag milestones — a first $100k, a retirement year, a legacy. Each date becomes a fixed point on your line.
Watch the shape
Revisit your ledger as one continuous curve, drawn slowly across the decades it takes to build.
Your decade at a glance
2016 — 2026Avg. return
7.9%
Worst year
−14%
Held
32 yrs
The steady ledger
A record you'd trust with a lifetime.
Like a leather-bound ledger filling over decades, Holdfast keeps an accurate, private record of every year — the good, the flat, and the hard ones.
Read-only by design — it tracks, never trades on your behalf.
Bank-grade encryption, with your records exportable any year.
Trusted over time
Ten years of quiet compounding.
$1.2M
tracked across a family's 28-year portfolio
4,180
lifelong ledgers open and growing
"I opened it in 2018 and the line just kept going. It's the first place I look when I want to feel steady."
Maya R. · investor since 2018
Pricing
One steady price, held for years.
Start free and keep your records as long as you like. Upgrade only when your portfolio — and the paperwork that comes with it — outgrows the ledger's first page.
Free
$0
forever
- ✓One portfolio, up to three holdings
- ✓Full transaction ledger
- ✓Cost base and realized gains
- ✓Dividend income tracking
- ✓CSV and backup export, always
- ✓Every security feature
Holdfast
$99
per year · USD
- ✓Unlimited portfolios and holdings
- ✓Full Tax Centre — Schedule 3, Form 8949
- ✓Asset location and harvesting review
- ✓Projections, goals, retirement drawdown
- ✓Rebalancing with tax-aware ordering
- ✓Allocation and risk analytics
- ✓Next year's tax tables as rules change
Planned pricing · shown in US dollars · a tracking tool, not an investment adviser
Start your ledger today.
Free to set up, read-only, and yours to keep for as long as the line keeps drawing.