# Holdary - Track Your Wealth — Multi-currency asset tracker > Multi-currency asset tracker for total net worth and investment performance. (iPhone/iPad app by Mottx Co., Ltd..) - Source: https://appshunter.io/ios/app/holdary-track-your-wealth/id6761460737 (this page in markdown: same URL + `.md`) - Developer: [Mottx Co., Ltd.](https://appshunter.io/developer/804745437) - Category: Finance, Productivity - Price: Free - Rating: 5.00/5 from 2 App Store ratings · 1 written reviews indexed - Age rating: 12+ - Requires: iOS 26.0 · 18 MB - Languages: American English, Chinese (Traditional, Taiwan) - Released: 2026-05-16 - Data updated: 2026-09-05 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/holdary-track-your-wealth/id6761460737/reviews.md ## What is Holdary? Do you know what you're worth? Open Holdary and see your total assets, your investment value, and whether you're up or down today. Bring assets scattered across banks, brokerages, exchanges, and different currencies into one place — no tallying it up yourself, no slow spreadsheets. From Taiwan and US stocks, ETFs, and crypto to funds, time deposits, savings, foreign-currency cash, even insurance and unpaid credit card balances — set them all up in one asset overview, converted into your preferred currency, for a clear view of your overall net worth and allocation. Looking for an expense tracker? Holdary takes a different approach — you don't need to log every daily purchase or keep up a tedious expense diary; just update your account balances and investment positions, and you keep tracking how your assets change, how your investments perform, and how your net worth grows. Holding stocks or crypto? Holdary updates market prices and recalculates value automatically, helping you stay on top of your latest positions and gains. Wherever your assets sit, one dashboard shows them at a glance. Key features ・Asset overview: see total assets, net worth, position market value, and allocation in one place ・Live investment value: stock, ETF, fund, crypto, and precious metal prices update automatically — the latest market value and gains at a glance ・Multi-account management: add bank, brokerage, credit card, cash, and other asset accounts, and track them all in one place ・Multi-currency support: TWD, USD, JPY, and more, with automatic exchange rates and your total assets and gains converted for you ・Broker screenshot import: paste a screenshot of your broker app's holdings to quickly create or update positions ・AI quick add: type natural-language entries like "Bought 5 AAPL @ 190" or "Salary 50000," and Holdary works out whether it's a trade, a balance update, or a transfer ・Trade notes: record the reasons and cost behind each trade, and calculate realized gains and losses automatically — so reviewing your decisions is clearer ・Asset trend analysis: see your asset mix, domestic and overseas allocation, and net worth growth trends ・Reminders and auto-schedules: get regular reminders to update, or set an auto-schedule to keep records current ・Backup and data export: manual iCloud backup and data export — your data stays in your hands ・Privacy focused: no account required; your data stays on your device, and only goes to your own iCloud when you choose to back it up Designed for you if: ・You want to track total assets and net worth without logging expenses every day ・You use several bank, brokerage, credit card, or crypto accounts ・You hold Taiwan or US stocks, ETFs, funds, or crypto and want your whole portfolio in one place ・You hold assets in multiple currencies and want a clear view of cross-currency gains and overall allocation ・You want to track asset growth, record investment decisions, and follow how your finances change over time Holdary is a personal wealth dashboard built for investment tracking and asset management — so you can stay on top of every asset in less time. ## Key features - 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 ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/holdary-track-your-wealth/id6761460737/reviews.md ### 5/5 — Amazing design *2026-05-21* Good UI and data reaction. Good to try ## Frequently asked questions about Holdary ### 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. ## Version history (last 5 releases) ### 1.8.0 — 2026-08-26 ・When a stock you hold splits, Holdary guides you through updating the share count. ### 1.6.0 — 2026-08-05 ・P&L change charts now fill recoverable gaps with historical closing prices and clearly label estimates when exact history is unavailable ・Fixed value calculations on the account type and market allocation cards ・Fixed Home market grouping so cryptocurrency and unassigned accounts open the correct group ### 1.5.0 — 2026-07-15 ・Tap the total or title on the Home day-change card to open that group's trend chart and a summary of its holdings ・For markets in other time zones, chart dates now follow that market's timezone, with timezone labels ### 1.4.0 — 2026-07-09 ・Investment accounts now have a precious metals category — add gold, silver, platinum, and palladium holdings with automatic price updates ・Fixed an issue where trade notes couldn't be deleted ### 1.3.1 — 2026-07-05 ・Added support for Taiwan onshore and offshore fund holdings with automatic NAV updates ・Redesigned holding details with a clearer layout for market value, cost, and return ・Holding details now show realized P&L, including fees, transaction tax, dividends, and total return ・Trade notes can now record buy and sell fees and taxes, plus the average cost of sold positions ・Realized P&L is now calculated and shown from your trade notes ・Sell trade notes now show the realized P&L for each sale ## More apps by Mottx Co., Ltd. - [Mo PTT](https://appshunter.io/ios/app/mo-ptt/id804745434) - [MoTranslate](https://appshunter.io/ios/app/motranslate/id6702020780) All apps by Mottx Co., Ltd.: https://appshunter.io/developer/804745437 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-09-05.*