Holdings vs DivTrkr

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.

DivTrkr is the simplest way to track your dividend income and watch it grow toward financial independence (FIRE). Built for dividend and income investors, DivTrkr turns your portfolio into a clear picture of the cash it pays you — and shows you exactly what's coming next. WHAT YOU CAN DO • See your whole portfolio at a glance — total value, dividend yield, and your monthly and annual income, all on one screen. • Visualize your allocation — a clean breakdown of how your portfolio is split across your holdings, so you can see your mix at a glance. • Know what's getting paid next — your upcoming dividend payments, front and center, with the date and amount for each. • Browse your dividend calendar — switch between the next month, three months, or year to plan your income. • Add holdings in seconds — search a ticker, enter your shares, and it flows straight into your dashboard and calendar. • Connect your brokerage on the web — link your accounts at divtrkr.com (powered by Plaid) and your holdings sync automatically into the app. • Light and dark mode — DivTrkr follows your phone, or pick your favorite.