A long-term investing plan, built around you.
Holdr helps you understand your investor profile, choose a long-term strategy, automate your investing and stay on track through market noise.
Start with you, not the market
Before thinking about investments, Holdr looks at the things that actually matter: your time horizon, goals, contribution capacity and attitude to risk.
Holdr is designed around a selection of globally diversified, low-cost portfolios. Holdr then highlights the strategy that best matches your profile and lets you choose.
One strategy. Not hundreds of choices.
Step 2: Get your long-term strategy
Know where your money is going.
See what your portfolio holds, how it is diversified, what level of risk to expect and why the strategy fits your long-term plan.
Step 3: Understand what you own
Set recurring investments, invest a percentage of your salary and use Round-Ups to keep contributing without having to think about it every month.
Make consistency effortless.
Step 4: Automate your investing
See the long term. Stay the course.
Holdr helps you track your long-term progress, understand market movements in context and keep your strategy aligned as your life changes.
Step 1: Understand Yourself
Step 5: Stay on track