HoldingsHub: Stock Portfolio

View your investments across all accounts in a single unified hub! HoldingsHub lets you add holdings from your taxable, tax-advantaged, and retirement accounts and aggregates the data to give you a complete picture of your portfolio. NO EXTERNAL INTEGRATIONS—you're in control of your data. Simply input the holdings and account types you wish to track, and let HoldingsHub handle the rest! Key Features: HoldingsHub Screen: Get a snapshot of your entire portfolio with a pie chart showing allocation by stock ticker, key stats (total shares, cost, current value, and gain/loss), and a detailed list of holdings organized by ticker. Add new holdings or update prices with ease. Add/Edit Holdings Screen: Input or modify stock holdings with a simple form—enter ticker symbols, number of shares, cost basis, and choose from account types (Brokerage, IRA, 401k, or Custom). Built-in validation ensures accurate data entry. Update Holding Prices Screen: Manually update stock prices to their current values and watch your gain/loss metrics update across the app. Perfect for investors who value simplicity, privacy, and a clear view of their financial journey. Download HoldingsHub today!