MyHoldCase

Know why you own it.
Know when that changes.

See what your portfolio is expected to pay you over the next twelve months, when each payment lands, and how your income is changing. Then record why you own each investment.

Create your accountSee how it works

Connect Trading 212, or import a CSV from any broker.

Example portfolio. Figures are illustrative.

What you get

Your expected income

Forward annual run-rate and a calendar-aware next-twelve-months figure, kept apart because they answer different questions. Portfolio yield and yield on cost, per holding.

When it arrives

Every expected payment, soonest first, in the currency it is actually paid in. Received, declared and estimated payments stay clearly distinct — a forecast is never dressed up as a confirmation.

What changed

Increases, cuts, suspensions and special dividends across your holdings, reported as facts. MyHoldCase tells you what a company did. What it means for you stays your call.

How it works

  1. Connect your portfolio

    Link Trading 212 with a read-only API key, or upload a CSV export. The connection can never place a trade or move money.

  2. We identify what you hold

    Your holdings are matched to canonical securities, so the same company is the same company across brokers, tickers and exchanges.

  3. Your income is calculated

    Dividend history and upcoming declarations become a forecast you can read by month, by holding, and by how certain each payment is.

Built to be honest

A zero and a blank are not the same thing

If a company pays nothing, MyHoldCase shows £0 and says so. If we could not find out, it shows a dash and tells you why — a missing price, a rate we do not have, a company we have not checked yet.

It sounds like a small distinction. It is the difference between a portfolio you can trust and a number you have to go and verify.

Where this is going

Then, why you own it

Income is the reason to start. The reason to stay is that six months from now, you will not remember exactly what you expected from an investment when you bought it.

MyHoldCase is building a place to record that reasoning — what you expect, what you are watching, and what would change your mind — and to tell you when the evidence moves against it. The dividend tracker works today. The rest is arriving in stages.

Start with your income

Connect a portfolio and see what it is expected to pay you over the next twelve months.

Create your account

Read-only connections. MyHoldCase cannot trade on your behalf.