Holdings · long-term portfolio

Your long-term coins and stocks, kept apart from your trading.

Holdings is a portfolio account inside RB Trading Pro Journal. Log each buy, or just how many you hold, and see value, average cost, gain and allocation, without a single holding touching your trading win rate, R or prop stats.

Start Free → What Holdings tracks

Holdings is part of the journal on every plan · Pro $29.99/mo or $299/yr · 30-day money-back guarantee

Why it exists: long-term buys were polluting trading P&L. A DCA position is not a trade call, so Holdings keeps its own store, and nothing in it reaches your trading stats, calendar, Prop Tracker or RB Score.
What Holdings tracks

A portfolio view built for people who buy and hold

Search 2,000+ coins and stocks worldwide
Coins from the major exchanges and stocks from every exchange, small caps included, priced live in USD, GBP or EUR.
Average cost from every DCA buy
Add each buy with its date, quantity and price and the journal works out average cost, break-even, your best and worst buy and money in per month. Quantity only? You still see the value.
Allocation, targets and rebalancing
An allocation chart, target weights with the trades needed to rebalance, a concentration limit, drawdown and a benchmark against Bitcoin or the S&P 500.
Price alerts and a buying plan
Alerts on a price, a fall from your average cost, a target or a stop, checked every 15 minutes, plus reminders for a weekly buying plan.
Wallet tracking
Add a Bitcoin, Ethereum or Solana address and the native coin balance is read for you.
Tax-year realised gains
Sales are matched first in, first out, with realised gains by UK or calendar tax year and a CSV you can hand to your accountant. Income entries such as staking or dividends sit alongside.
Set it up

From first coin to full portfolio in a few minutes

  1. Add a Holdings account. In the journal, add an account and pick Holdings (long-term portfolio). Your trading accounts stay exactly as they are.
  2. Add what you hold. Search the coin or stock, then enter your buys, or just the quantity if you do not have the prices to hand.
  3. Or import it. CSV imports are built for Coinbase, Binance, Kraken and Trading 212 exports.
  4. Set alerts and a plan. Turn on price alerts, a buying plan or an exit plan in Settings, Alerts, with quiet hours on by default.
Already trading?

One app for the trades and the long holds

Most traders also hold something for the long run. With Holdings it lives next to your trading journal, with its own page and its own numbers. Your prop accounts, live MT4 and MT5 sync, AI reviews and analytics carry on untouched, and the share card for a holding shows percentages only, never amounts.

Read more on keeping an investing journal in the investing guides, including the DCA journal guide.

Start with what you already hold

One place for every long hold.

Start free with your email, add a Holdings account and log your first coin or stock.

Start Free →

Holdings is part of the journal on every plan · no card to start

FAQ

Frequently asked questions

Is RB Trading Pro Journal a crypto portfolio tracker?

It includes one. Holdings is a long-term portfolio account inside the journal for coins and stocks: value, average cost from each DCA buy, gain, allocation, price alerts, wallet tracking and realised gains by tax year. It is kept separate from your trading P&L.

Do holdings affect my trading stats?

No. Holdings has its own store and is excluded from every trading statistic, the P&L calendar, the Prop Tracker, share cards for trades and the RB Score.

Which coins and stocks can I track?

Search covers more than 2,000 coins from the exchanges and stocks from every exchange, small caps included. Values show in USD, GBP or EUR.

Can I import from Coinbase, Binance, Kraken or Trading 212?

Yes. Holdings has CSV import built for Coinbase, Binance, Kraken and Trading 212 exports.

Does it work out realised gains for tax?

Yes. Sales are matched first in, first out, and realised gains are shown by UK tax year or calendar year, with a CSV export. It is a record to help you and your accountant, not tax advice.

Which wallets can I track?

Bitcoin, Ethereum and Solana addresses, for the native coin of each chain.