Comparison

持仓日历 vs 持基有道

Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.

Head to head
About

持仓日历

Features
Read full description

持仓日历是一款给个人投资记录使用的 iPhone 工具。它不做荐股,也不提供交易入口;重点是把你已经持有的基金和股票,整理成可以长期回看的持仓收益日历。 添加持仓时,你可以录入持仓金额、份额或股数。App 会根据公开行情数据估算持仓市值、今日收益和收益率,并把每天的结果沉淀到日历中。这样你看到的不只是某一天涨跌了多少,还能回头看一整个月里哪天波动最大、哪笔持仓贡献最多、当时写过什么复盘备注。 主要功能: - 手动添加基金和股票持仓 - 持仓金额、份额、股数自动换算 - 首页查看总资产、今日收益和开盘至当前趋势 - 自选持仓展示持仓金额、收益和涨跌 - 收益日历记录每日盈亏 - 每日复盘、操作计划和月度复盘 - 操作计划可标记完成 - 从持仓截图识别导入信息 - 删除持仓时同步清理相关收益记录 - iCloud 同步个人持仓数据 - iOS 桌面小组件查看关键收益 说明:行情数据来自公开网络接口,仅用于个人记录和估算,不构成投资建议。桌面小组件刷新受 iOS 系统调度影响,不承诺秒级实时。

About

持基有道

Features
Read full description

持基有道是一款专注于基金投资管理与收益跟踪的基金监测工具,帮助用户更高效地管理自己的基金持仓。 通过简洁直观的数据界面,你可以实时查看基金净值、涨跌幅与累计收益,快速掌握每日收益变化。同时支持自定义记录持仓信息,帮助你持续跟踪自己的投资表现。 核心功能包括: 实时查看基金涨幅与收益变化 记录并管理个人基金持仓 自动统计累计收益与持仓盈亏 清晰展示每日收益动态 简洁高效的数据分析界面 帮助用户建立长期投资跟踪习惯 无论你是长期价值投资者,还是日常关注基金波动的用户,持基有道都能帮助你更方便地管理自己的基金投资。 隐私政策:https://github.com/ganggang0516/dadaowuxing/blob/main/PrivacyPolicy.md 用户协议:https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Screenshots

持仓日历4 screens
持基有道4 screens

Verdict

The call

The clearest difference is in-app purchases: 持仓日历 at none against 持基有道's 2. 持仓日历 also leads on update cadence (every 3 days vs every 2 weeks). On price, ads, device support and iOS requirement 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

CostPrice · In-app purchases · Ads · Monetization

Both are free to download. 持基有道 sells 2 in-app purchases, starting at $0.99 per month. 持仓日历 asks for nothing beyond the download.

UpkeepUpdate frequency

持仓日历 ships an update every 3 days, 持基有道 every 2 weeks. The most recent releases landed on October 31, 2026 and October 25, 2026 respectively.

Scorecard2 real differences · 7 level
持仓日历 versus 持基有道: the parameters behind the verdict, then further details
Parameter持仓日历持基有道
PriceFreeFree
Rating3.0 (2 ratings) — better—
Positive reviews0.0% of reviews—
Number of ratings2 — better—
Update frequencyEvery 3 days — betterEvery 2 weeks
AdsNoNo
In-app purchasesNo — betterYes
DevicesiPhoneiPhone, iPad — better
Requires iOS17.0 — better18.6
Further details — not scored
Size6 MB7 MB
Age rating4+4+
Developer琪 毕迪刚 冯

In-app purchases

None

持仓日历

No in-app purchases

2 purchases

持基有道

Subscriptions1
  • 大道无形 Pro$0.991 Month
One-time1
  • 大道无形 Pro$3.99

Questions

Is 持仓日历 free?
持仓日历 is free to download, with no in-app purchases.
Is 持基有道 free?
持基有道 is free to download, with in-app purchases available.
Do 持仓日历 or 持基有道 have ads?
Neither 持仓日历 nor 持基有道 shows ads.
Which is updated more often, 持仓日历 or 持基有道?
持仓日历 ships an update every 3 days, and 持基有道 every 2 weeks. Most recently, 持仓日历 was updated on October 31, 2026 and 持基有道 on October 25, 2026.

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