# Holistic Planning+ vs Portfolio

The clearest difference is in-app purchases: Holistic Planning+ at none against Portfolio's 2. Holistic Planning+ also leads on rating (5.0 vs 4.8) and device support (3 vs 1). Portfolio's advantage is update cadence (weekly vs every 2 months) and ratings volume (18 vs 2). On price, review sentiment and ads there is nothing between them.

Both are free to download. Portfolio sells 2 in-app purchases, starting at $6.99 per month. Holistic Planning+ asks for nothing beyond the download.

Holistic Planning+ holds the better App Store score, 5.0 against 4.8. That said, the two scores are not equally well evidenced: Portfolio has 18 ratings behind it against 2, so its average is the more settled of the two. Written reviews split almost evenly too, at 100% and 100% positive.

Holistic Planning+ ships an update every 2 months, Portfolio weekly. The most recent releases landed on October 24, 2026 and October 28, 2026 respectively.

## The numbers

| Metric | Holistic Planning+ | Portfolio |
| --- | --- | --- |
| Price | Free | Free |
| Rating | **[5.0 (2 ratings)](https://appshunter.io/ios/app/holistic-planning-plus/id6452390812/reviews)** | [4.8 (18 ratings)](https://appshunter.io/ios/app/portfolio-net-worth-tracker/id6751554149/reviews) |
| Number of ratings | 2 | **18** |
| Positive reviews | 100.0% of reviews | 100.0% of reviews |
| In-app purchases | **No** | Yes |
| Ads | No | No |
| Update frequency | Every 2 months | **Weekly** |
| Monetization | **Free** | Freemium |
| Size | 0 MB | 36 MB |
| Requires iOS | **12.0** | 16.0 |
| Devices | **iPhone, iPad, iPod** | iPhone |
| Age rating | 4+ | 4+ |
| Developer | [Uptick Partners, LLC](https://appshunter.io/developer/1698877705) | [Portfolio AI Corp.](https://appshunter.io/developer/1835794593) |

## What reviewers say

### Holistic Planning+

[App page](https://appshunter.io/ios/app/holistic-planning-plus/id6452390812)

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.

**Highlights:** Real-time portfolio viewing, Simplified reporting, Sync held-away accounts, Accessible from anywhere, Advisor notifications

**Features:** macOS Compatibility

**In-app purchases:** none


### Portfolio

[App page](https://appshunter.io/ios/app/portfolio-net-worth-tracker/id6751554149)

Effortlessly track the value of all your possessions, from investments to collectibles, using just a photo. Connect your financial accounts to see your complete net worth in one place. An AI assistant provides insights and curated news based on your assets.

**Highlights:** Track assets with photos, Connect investment accounts, Real-time market values, AI-powered insights, Curated news feed, Proof of ownership reports

**Features:** macOS Compatibility, Vision Pro support

**In-app purchases (2)**

| Purchase | Price | Billing |
| --- | --- | --- |
| Portfolio Premium | $6.99 | per month |
| Portfolio Unlimited Monthly | $14.99 | per month |


## Frequently asked questions

### Is Holistic Planning+ free?

Holistic Planning+ is free to download, with no in-app purchases.

### Is Portfolio free?

Portfolio is free to download, with in-app purchases available.

### Which has better reviews, Holistic Planning+ or Portfolio?

Holistic Planning+ is rated higher. Holistic Planning+ averages 5.0 out of 5 from 2 ratings, while Portfolio averages 4.8 from 18 ratings.

### Do Holistic Planning+ or Portfolio have ads?

Neither Holistic Planning+ nor Portfolio shows ads.

### Which is updated more often, Holistic Planning+ or Portfolio?

Holistic Planning+ ships an update every 2 months, and Portfolio weekly. Most recently, Holistic Planning+ was updated on October 24, 2026 and Portfolio on October 28, 2026.

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*Compared by [AppsHunter](https://appshunter.io/) from daily US App Store data. Review summaries are generated from verbatim App Store reviews.*