Holdwise
Calm dividend tracker
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.
What's New in Holdwise
1.6.0
August 2, 2026
Holdwise 1.6 answers a bigger question than "what do I get paid?" It tells you how your money is actually doing. • Total return: what your holdings actually returned, price plus dividends, against what you paid • Compare your return against VOO, SCHD, and VYM over your own holding period • Sector concentration warning when one sector carries too much of your income • RMD estimates for Traditional IRA and 401(k), using the IRS Uniform Lifetime Table • Estimated tax on dividends by account type, qualified vs ordinary • Export your dividend calendar to Apple Calendar as an .ics file • Sort and filter positions by weight, yield, income, or next ex-date, with custom tags • Browse Dividend Aristocrats and Kings, one tap to your watchlist • Free tier now supports 5 positions, up from 3 • Fixed an API key bug where a stray line break silently broke every request • Empty states, calendar dots, and filtered totals all cleaned up Thank you for using Holdwise!
MoreSubscription plans
Holdwise Pro (Yearly)
Unlock unlimited positions, CSV import, and more.
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.