Riskco Portfolio vs Holistic Planning+
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Riskco Portfolio
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What is RiskcoPortfolio? An application to measure the return and risk of your aggregate portfolio and compare it to an unbiased index. This is essential. All professional investors do it. If you don't, you're investing in quicksand. You won't stand a chance. Everything integrated: stocks, funds, bonds, even cryptos. RISKCO PORTFOLIO is a free application. RISKCO PORTFOLIO is a simplified version of RISKCO, software used by more than 100 financial institutions, so you can invest with maximum possibilities. You will have a complete, accurate and centralised record of all your trades and much more. You can have several portfolios, compare and aggregate them. Import your portfolios and trades from APIS, standardised Excel or manually. Complete and accurate analysis: look through for mutual funds and fair value for illiquid bonds. Summary and Alerts Valuation, performance and risk of your aggregated portfolio compared to an unbiased index. You will be able to react quickly from risk-return alerts on your portfolio. Monitor Graphical monitoring of the performance and risk of your portfolio against your benchmark or another portfolio. Portfolio Valuation and risk of assets and portfolio at market prices. Notifications 7:30 am You can receive a daily notification with the performance of your portfolio compared to an unbiased index.
Holistic Planning+
Access and monitor your investment portfolios from any device. View real-time trades, transactions, holdings, and performance. Sync held-away accounts and receive important notifications from your advisor.
- Real-time portfolio viewing
- Simplified reporting
- Sync held-away accounts
- Accessible from anywhere
- Advisor notifications
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Holistic Planning provides a clear and simple way for you to view your investments from anywhere at any time. See the most recent trades and transactions in your accounts, current portfolio holdings, performance, and more. KEY FEATURES: - View portfolios in real time - Simplified reporting and access - Sync held-away accounts - Accessible from anywhere - Receive notifications from your advisor
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Verdict
The clearest difference is update cadence: Riskco Portfolio at every 2 weeks against Holistic Planning+'s every 2 months. On price, ads, in-app purchases and device support there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Riskco Portfolio ships an update every 2 weeks, Holistic Planning+ every 2 months. The most recent releases landed on November 6, 2026 and November 3, 2026 respectively.
| Parameter | Riskco Portfolio | Holistic Planning+ |
|---|---|---|
| Price | Free | Free |
| Rating | — | 5.0 (2 ratings) — better |
| Positive reviews | — | 100.0% of reviews |
| Number of ratings | — | 2 — better |
| Update frequency | Every 2 weeks — better | Every 2 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | — | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 13.0 | 12.0 — better |
| Further details — not scored | ||
| Size | 33 MB | 0 MB |
| Age rating | 4+ | 4+ |
| Developer | SERVICIOS FINANCIEROS EXPERIMENTALES SERFIEX SA | Uptick Partners, LLC |
In-app purchases
Riskco Portfolio
No in-app purchases
Holistic Planning+
No in-app purchases
Questions
Is Riskco Portfolio free?
Is Holistic Planning+ free?
Do Riskco Portfolio or Holistic Planning+ have ads?
Which is updated more often, Riskco Portfolio or Holistic Planning+?
Other comparisons
