Holdly: Portfolio Tracker

Know what you hold. Holdly helps you keep a clear record of your stocks, ETFs and crypto. Start with investments you already own, record your activity and see your portfolio in one calm place. No account or broker connection is required. YOUR PORTFOLIO AT A GLANCE See holding values, average purchase cost, gains and losses, and how your investments are allocated. Organize separate portfolios and find holdings with search, filters and sorting. RECORD YOUR INVESTMENT ACTIVITY Add existing holdings, purchases, sales and cash dividends. Include fees, dates and notes. Review entries before saving, and edit or cancel saved transactions with a record of changes. Holdly records activity you have already completed; it does not place orders. PRICES ONLINE AND OFFLINE Look up supported assets and refresh available market prices. Keep using saved prices offline, or enter prices yourself. Quotes may be delayed or unavailable, and sample portfolio prices are illustrative. RECORDS STORED ON YOUR DEVICE Portfolio quantities, transaction amounts and notes stay on your device. Market lookups send public asset identifiers and search terms; loading asset logos also uses network connections. Hide amounts on screen and choose an optional app lock using device authentication or a separate 6-digit Holdly PIN. BACKUP AND DATA TRANSFER Import and export transactions with CSV. Export a JSON backup to preserve your portfolios and saved data, then restore it on another device. Backups are manual, and exported files are not encrypted by Holdly. Export a backup before uninstalling or changing devices. A CALM DAILY VIEW Choose light or dark appearance and use layouts for phones and tablets. View portfolio value over time once Holdly has saved complete valuations on at least two different days. Earlier market history is not backfilled. The app interface is currently in English. Portfolio calculations currently use USD; currency conversion is not supported. Holdly is a recordkeeping and portfolio tracking tool. It does not provide brokerage services, custody, cryptocurrency wallets, or personalized investment advice. Market data is informational and should not be used as an execution price. Investing involves risk.