Amazing design
Good UI and data reaction.
Good to try
Good to try
Free
About
Consolidate all your financial assets, from stocks and crypto to savings and credit card balances, into a single, clear overview. Track your net worth, investment performance, and asset allocation across multiple currencies and accounts automatically.
✓Consolidated asset overview
✓Live investment value updates
✓Multi-account management
✓Multi-currency support
✓AI-powered transaction entry
✓Asset trend analysis
✓Privacy-focused, no account needed
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What's New in Holdary
1.12.0
October 7, 2026
・Introducing Holdary Pro: it includes the features from the Pro preview and adds scheduled automatic backup to iCloud. See Settings > Holdary Pro for the full comparison ・Recording entries, trend charts, holding price updates, and iCloud backup and restore all stay free ・The free plan has a limit on accounts and account schedules. Your existing accounts and data are not affected, and anything beyond a limit is kept. To add more, archive or delete accounts you no longer use, or turn off schedules you don't need
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FAQ
What is Holdary?
Holdary is a personal wealth dashboard designed for investment tracking and asset management. It helps you see your total assets, investment value, and net worth across various accounts and currencies in one place.
How does Holdary track investments?
Holdary automatically updates market prices for stocks, ETFs, and cryptocurrencies, recalculating their value and your portfolio's performance in real-time. This provides a clear view of your latest positions and gains.
Can Holdary manage assets in different currencies?
Yes, Holdary supports multiple currencies like TWD, USD, and JPY. It automatically handles exchange rates to convert your total assets and gains into your preferred currency for a unified overview.
Does Holdary require an account to use?
No, Holdary is privacy-focused and does not require an account. Your data stays on your device, and you can choose to back it up to your own iCloud.
How often is Holdary updated?
The app was last updated on 2026-06-26, indicating active development. Users can also set reminders or auto-schedules to keep their records current.
What devices does Holdary support?
Holdary is available for iPhone and iPad, making it accessible for users on Apple's mobile and tablet platforms.
Is Holdary suitable for beginners?
Yes, Holdary is designed for users who want to track total assets and net worth without the complexity of daily expense logging. Features like AI quick add simplify the process of updating balances and positions.
What is the age rating for Holdary?
Holdary has an age rating of 12+, suggesting it is suitable for users aged 12 and above.
