All your holdings.
One portfolio.
Holdsum pulls every brokerage account into one always-current portfolio, then puts AI to work researching opportunities, reading the news, and surfacing what to do next — less tab-switching, more autopilot.
It's running today for a small private group while we finish the production build. Public sign-ups open when that's done.
Copy the address and email us — we'll be in touch when the beta opens up.
One portfolio, not eight browser tabs
Holdsum aggregates, not just lists — every number is computed live across all of your connected accounts.
One portfolio, every brokerage
Stocks, ETFs, options, and cash from every connected account roll up into a single aggregated view — grouped by ticker, with a per-brokerage breakdown one click away.
AI research, on autopilotIn progress
Tell Holdsum what you care about — growth, dividends, sector bets — and AI does the legwork: scanning opportunities, flagging risk in positions you already hold, and recommending what to do next.
Every ticker, one place
Expand any position for its latest news and analyst ratings side by side — no more juggling five tabs to research one stock.
Live pricing
Quotes refresh automatically while you watch, with a built-in deviation guard that falls back to your last synced institution price if a quote ever looks wrong.
Track performance over time
An interactive chart of your total portfolio value, zoomable from a single day out to your full history.
Built on real security
Brokerage credentials are encrypted at rest and your brokerage login never touches our servers — accounts connect through Plaid's own secure flow. Every account is fully isolated.
Where we are
Holdsum is a working product in private beta, not a landing page waiting on a build. Here's what runs today and what's between now and public sign-ups.
Working today, in private beta
- Multi-brokerage aggregation — stocks, ETFs, options, and cash from every connected account in one live view.
- Automatic background syncing, live quotes, per-ticker news and analyst ratings.
- Cost-basis tracking and portfolio value history, charted over time.
- Multi-tenant accounts with encrypted credentials and full data isolation, from day one.
Between here and public launch
- AI portfolio research and natural-language Q&A over your own holdings.
- Production migration to AWS — the architecture below, replacing our development environment.
- Social sign-in, so connecting an account doesn't start with inventing another password.
- Open public sign-ups.
Built on AWS
Holdsum handles non-public personal and financial information — account balances, holdings, and identifying details. This is the production architecture we're deploying to protect it.
The API and the background sync run as containers — no server to patch, log into, or forget about.
Encrypted at rest inside a network-isolated VPC, with no public database access from the internet.
The dashboard ships as static assets served from the edge, private-bucket origin only.
One managed front door to the API, so nothing in the application tier is directly reachable.
Runs the periodic holdings sync on a schedule instead of keeping an always-on worker alive.
Encryption keys and provider credentials managed by AWS, not by application environment variables.
Centralized audit logging across every service — a full trail of who accessed what, and when.
Managed rule coverage at the edge, and least-privilege roles in place of one hand-managed server.
Everything above is infrastructure-as-code (AWS CDK) — reviewable, repeatable, and deployed the same way every time.
Want in early?
We're adding private-beta accounts a few at a time while the production build finishes.
Copy the address and email us — we'll be in touch when the beta opens up.