# Holdly: Portfolio Tracker — Stocks, ETFs & crypto

> Stocks, ETFs & crypto (iPhone/iPad app by Hoa Bui Duy.)

- Source: https://appshunter.io/ios/app/holdly-portfolio-tracker/id6821811719 (this page in markdown: same URL + `.md`)
- Developer: [Hoa Bui Duy](https://appshunter.io/developer/1876473734)
- Category: Business, Productivity
- Price: Free
- Age rating: 4+
- Requires: iOS 15.0 · 24 MB
- Languages: American English
- Released: 2026-10-27
- Data updated: 2026-10-29

## What is Holdly?

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.

## Is Holdly safe?

Not enough ratings yet to assess Holdly.

## Is Holdly legit?

Holdly: Portfolio Tracker appears legitimate, with a few gaps. The AppsHunter Legitimacy Score for Holdly is 65 out of 100 points across 7 verification signals from App Store and developer data.


## Version history (last 1 release)

### 1.0 — 2026-10-27

No release notes.

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All apps by Hoa Bui Duy: https://appshunter.io/developer/1876473734

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*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 2026-10-29.*