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features
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support

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Write a Review

Description

HolderLab elevates your Bitcoin and cryptocurrency portfolio management to new heights. By providing tools such as portfolio optimization, correlation analysis, and a trading bot designed for rebalancing strategies, users can effectively manage their crypto assets. Additionally, the platform allows for backtesting trading strategies and exploring social portfolios, all essential components for a successful crypto investment. With the capability to analyze between 5,000 and 50,000 portfolios, HolderLab seeks to identify the most optimal cryptocurrency combinations. Users can discover the ideal allocation of their crypto investments using an efficient frontier tool, which enhances decision-making. You also have the flexibility to develop a personalized rebalancing approach, whether through a set calendar period or by utilizing deviation thresholds, and even combine both methods for greater effectiveness. Furthermore, HolderLab boasts one of the largest databases of Bitcoin and cryptocurrencies for trading, allowing for comprehensive market insights. By using HolderLab, investors can save over 336 hours each year that would otherwise be spent on manual asset rebalancing, streamlining their investment process significantly. This efficiency not only maximizes potential returns but also allows users to focus on other important aspects of their financial strategy.

Description

Effortlessly consolidate all your investment accounts, including equities, cryptocurrencies, and forex, into a single platform for seamless management and automation. Discover and assess ready-made investment strategies that come with proven results. We take care of the complex aspects, allowing you to concentrate on creating, testing, and profiting from your concepts. You can evaluate your strategy over various timeframes, whether it’s a pre-existing model or your own custom scenario, to analyze its performance and gain valuable insights for improvement. Additionally, rebalancing and tax loss harvesting are automatically managed in the background, ensuring a hassle-free experience for users. This comprehensive approach not only simplifies your investment journey but also enhances your potential for success in the financial markets.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Binance Yes 
Kraken Yes 
Alpaca No 
Bitfinex Yes 
Coinbase No 
DEGIRO No 
Fidelity No 
HTX Yes 
HitBTC Yes 
Interactive Brokers No 
KuCoin Yes 
OKX Yes 
Poloniex Yes 
Python No 
Robinhood No 
Stake No 
TD Bank Merchant Solutions No 
TradeStation No 
Zerodha No 

Integrations

Binance Yes 
Kraken Yes 
Alpaca Yes 
Bitfinex No 
Coinbase Yes 
DEGIRO Yes 
Fidelity Yes 
HTX No 
HitBTC No 
Interactive Brokers Yes 
KuCoin No 
OKX No 
Poloniex No 
Python Yes 
Robinhood Yes 
Stake Yes 
TD Bank Merchant Solutions Yes 
TradeStation Yes 
Zerodha Yes 

Pricing Details

$7.99 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Holderlab.io

Founded

2019

Country

Estonia

Website

holderlab.io/landing/

Vendor Details

Company Name

Surmount AI

Founded

2020

Website

surmount.ai/

Alternatives

Alternatives