Holdings vs Dividend Pulse

Holdings is a private net worth tracker that brings your entire financial life into one clear picture — month after month. From cash and ETFs to crypto, real estate, and mortgages, track every line of your net worth and watch it grow over time. WHAT YOU CAN TRACK • Bank accounts and cash • Stocks, ETFs, and bonds — with automatic live prices • Crypto • Real estate and property • Mortgages, loans, and other debts HOW IT WORKS • Create your assets once • Update values each month — manual for accounts, automatic prices and FX rates for market assets • See the trend with clean charts, statistics, and allocation breakdowns MULTI-CURRENCY Hold assets in different currencies and see your whole net worth converted to the currency you choose, with up-to-date exchange rates. PRIVATE BY DESIGN Your financial data stays on your device and syncs privately through your own iCloud — across iPhone, iPad, and Mac. No account to create, no servers storing your portfolio, no ads. Lock the app behind Face ID or Touch ID. STAY ON TRACK Optional monthly reminders help you keep your history complete, so your trend line never has gaps. HOLDINGS PRO Unlock deeper insight with a one-time purchase — no subscription: • Global distribution — see which countries your wealth is invested in • Company & sector distribution — see what your stocks and ETFs are really exposed to • Real estate valuation — automatic property estimates from OMI and HPI data • Import & export your whole portfolio as CSV Start building a clear, honest view of your wealth today.

Build a calmer way to track your dividend income. Dividend Pulse is a manual-first portfolio tracker for investors who want a simple view of holdings, estimated dividend income, portfolio value, and progress toward a monthly dividend goal without brokerage login. Add stocks or ETFs manually, organize them by account, and see clear estimates based on the values you enter. What you can track: - Estimated monthly dividend income - Estimated annual dividend income - Portfolio value estimate - Cost basis and unrealized gain/loss - Monthly dividend goal progress - Holdings across accounts - Top holdings by value - Saved stock prices when available Manual-first and private by design: - No brokerage username or password required - No Plaid, Robinhood, Webull, or account-linking setup - Your holdings stay on device - Price refresh sends only ticker symbols to retrieve market data when used - Delete your local app data anytime in Settings Dividend Pulse is built for simple tracking, not trading. It does not place trades, move money, provide investment recommendations, or offer financial advice. Values are estimates and may be delayed, incomplete, or inaccurate. Free plan: Track up to 5 holdings and use the basic dividend and wealth dashboard. Dividend Pulse Pro: Upgrade to track unlimited holdings with a monthly or yearly auto-renewable subscription. Subscription pricing is shown in the app before purchase and can be managed or cancelled in your Apple ID account settings. Good for: - Dividend investors - ETF investors - Long-term portfolio tracking - Manual income tracking - Organizing the same ticker across multiple accounts Start with one stock or ETF and build your dividend dashboard over time. Privacy Policy: https://dividendpulse.blogspot.com/2026/05/privacy-policy.html EULA: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/