Holdwise

Holdwise

Calm dividend tracker

1 ratings
Free
In-App Purchases

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Details

  • Released
  • Updated
  • May 27, 2026
  • September 28, 2026

Features

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About

Track your dividend income and portfolio growth privately on your device. Monitor individual stock performance, view upcoming payments, and model future compounding with insightful charts and projections. Ideal for long-term investors focused on buy-and-hold strategies.

✓Track individual stock positions
✓Monitor dividend income and compounding
✓View dividend calendar and projections
✓Analyze dividend safety scores
✓Model reinvestment scenarios
✓Local data storage and optional iCloud sync
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What's New in Holdwise

1.7.2

September 28, 2026

The biggest Holdwise update yet. PAY-DAY ALERTS: Know the moment a dividend lands. Holdwise now tells you when the cash arrives, not just the ex-date, and every alert opens straight to the right day or holding. Optional weekly previews and monthly recaps too. LIVE ACTIVITY AND BIGGER WIDGETS: On a pay day, your Lock Screen shows what's landing. New large widgets show the next five payments, an Income Focus widget can follow one account or one holding, and a Control Center toggle hides your balances in one tap. MADE FOR IPAD AND IPHONE DUO: Two-column Dashboard and Income, your holdings list beside the holding you pick, a calendar that splits cleanly at the fold, and controls that follow the side bar on the outer display. YOUR MONEY, YOUR COPY: Back up everything to a single file and restore it on any device, with or without iCloud. Lock Holdwise with Face ID, and the app switcher never shows your balances. RECAPS AND A HEATMAP: A shareable recap for every month and year, an income heatmap going back to your first dividend, streaks, and your income per hour. FASTER WITH BIG PORTFOLIOS: Launch and every tab stay quick even with hundreds of holdings. EASIER EVERY DAY: Swipe to add a dividend or delete with Undo, long-press for a preview, pull to refresh anywhere, Siri and Spotlight for your holdings, richer haptics, full VoiceOver chart support and a color-blind friendly palette. NOW IN SPANISH: Holdwise is fully translated into Spanish. FIXES: The net worth chart now scales to your portfolio instead of starting at $0, a fund held in two accounts is labeled by account in Top Income Holdings, and year-to-date recaps count only the months so far. Holdwise is built by one person, nights and weekends. If it saves you a spreadsheet, a rating genuinely helps.

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Subscriptions & In-App Purchases

Holdwise Pro (Yearly)

Unlock unlimited positions, CSV import, and more.

$44.991 Year
How to cancel Holdwise subscription ⁉️

Developer apps

FAQ

What is Holdwise?

Holdwise is a private dividend tracker designed for long-term investors. It helps you monitor your dividend income, track portfolio growth, and visualize compounding effects without requiring account creation or sharing your data online.

How does Holdwise handle my data?

All your investment data is stored privately on your device. Your Tiingo API key is stored securely in the iOS Keychain. Optional iCloud sync is available for cross-device access, and the app explicitly states it does not use analytics, telemetry, or third-party tracking SDKs.

What are the features of Holdwise Pro?

Holdwise Pro unlocks unlimited positions, CSV import for holdings, automatic dividend lookup, the reinvestment modeler, ex-dividend reminders, and Excel/CSV export. The free tier supports up to 5 positions with manual entry.

How much does Holdwise Pro cost?

Holdwise Pro is available through subscription plans: $1.99 per month or $17.99 per year, offering a 25% saving for the annual option.

Does Holdwise have ads?

No, Holdwise is ad-free. The description explicitly states 'No ads. No upselling.' This ensures a distraction-free experience for users.

What financial institutions can I import data from?

You can import data from Fidelity, Schwab, or Vanguard by providing a CSV file. The app also utilizes Tiingo's free dividend feed for auto-filling annual dividend per share, though a Tiingo account is required for this feature.

What kind of insights does Holdwise provide?

Holdwise offers a Dividend Safety Score for each position, 1, 3, and 5-year dividend growth rates, sector allocation breakdowns, and performance comparisons against benchmarks like SPY. It also includes a reinvestment modeler to visualize future growth.

Is Holdwise suitable for beginners?

While built for long-term investors, Holdwise's clear interface and focus on tracking can be beneficial for beginners learning about dividend investing. The app is rated for ages 4+ and is available on iPhone and iPad.