Holdwise — Portfolio & AI

Holdwise brings your entire investment portfolio — multiple brokers, multiple currencies — into a single view, with an AI assistant that knows YOUR actual positions. Built for quick check-ins: open the app, see how your day is going, read the AI tip, move on. Heavy lifting (importing statements, managing plans) lives on the web at holdwise.net. EVERYTHING IN ONE PLACE • Consolidated net worth across every broker, in BRL, USD or EUR • Your biggest movers of the day • Index ticker (IBOV, S&P, USD and more) AI ASSISTANT • An AI that knows YOUR portfolio and answers questions about it • Educational per-asset read — scenario reading, never a buy or sell order Holdwise is not a brokerage or an investment advisor. App content is informational and does not constitute investment advice. Past performance does not guarantee future results.