# Holdwise — Portfolio & AI — All your investments, with AI

> All your investments, with AI (iPhone/iPad app by H F MELLO TECNOLOGIA LTDA.)

- Source: https://appshunter.io/ios/app/holdwise-portfolio-and-ai/id6782431601 (this page in markdown: same URL + `.md`)
- Developer: [H F MELLO TECNOLOGIA LTDA](https://appshunter.io/developer/6782431873)
- Category: Finance
- Price: Free with in-app purchases
- Age rating: 4+
- Requires: iOS 15.1 · 56 MB
- Languages: American English
- Released: 2026-06-30
- Data updated: 2026-09-10
- User reviews in markdown: https://appshunter.io/ios/app/holdwise-portfolio-and-ai/id6782431601/reviews.md

## What is Holdwise?

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.

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Holdwise Consultor (mensal) | $29.99 | per month |
| Holdwise Pro (mensal) | $14.99 | per month |
| Holdwise Black (anual) | $599.99 | per year |
| Holdwise Black Mensal | $59.99 | per month |
| Holdwise Consultor Anual | $299.99 | per year |

**One-time purchases**

| Purchase | Price | Type |
| --- | --- | --- |
| AI Credits Mini | $4.99 | one-time |
| AI Credits Pro | $14.99 | one-time |
| AI Credits Plus | $9.99 | one-time |
| AI Credits Max | $19.99 | one-time |



## Version history (last 5 releases)

### 1.1.10 — 2026-08-31

Now in more languages: the rebalancing and portfolio analysis screens speak English, Portuguese, Spanish and Italian. The 360° Review is more accurate, alerts now show the correct direction for each move, and several on-screen figures were corrected. Plus stability and performance improvements.

### 1.1.9 — 2026-08-20

Investment funds now display a properly formatted registration number on every screen - the positions list used to show 14 bare digits.
Analysis screens (Cash Flow, Look-through, Costs, Fixed Income, Correlation, Scenarios and Community) are now fully translated into Spanish and Italian.
Stability fixes.

### 1.1.8 — 2026-07-25

Holdwise notifications and links now open straight to the right screen in the app — just tap the notification. Plus stability and performance improvements.

### 1.1.7 — 2026-07-23

Annie assistant updates: fresh look, a window you can drag and resize, and the keyboard no longer covers the input field. Clearer, reviewed AI tips. Stability fixes.

### 1.1.6 — 2026-07-19

Stability and performance improvements, bug fixes, and various refinements throughout the app.

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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 2026-09-10.*