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Version
1.0.0
Size
15.02 Mb
Updated
2 weeks ago
Released
16 May 2026
Description
Do you know what you're worth? Open Holdary and see your total assets, your investment value, and whether you're up or down today.
Bring assets scattered across banks, brokerages, exchanges, and different currencies into one place — no tallying it up yourself, no slow spreadsheets.
From Taiwan and US stocks, ETFs, and crypto to funds, time deposits, savings, foreign-currency cash, even insurance and unpaid credit card balances — set them all up in one asset overview, converted into your preferred currency, for a clear view of your overall net worth and allocation.
Looking for an expense tracker? Holdary takes a different approach — you don't need to log every daily purchase or keep up a tedious expense diary; just update your account balances and investment positions, and you keep tracking how your assets change, how your investments perform, and how your net worth grows.
Holding stocks or crypto?
Holdary updates market prices and recalculates value automatically, helping you stay on top of your latest positions and gains. Wherever your assets sit, one dashboard shows them at a glance.
Key features
・Asset overview: see total assets, net worth, position market value, and allocation in one place
・Live investment value: stock, ETF, and crypto prices update automatically — the latest market value and gains at a glance
・Multi-account management: add bank, brokerage, credit card, cash, and other asset accounts, and track them all in one place
・Multi-currency support: TWD, USD, JPY, and more, with automatic exchange rates and your total assets and gains converted for you
・Broker screenshot import: paste a screenshot of your broker app's holdings to quickly create or update positions
・AI quick add: type natural-language entries like "Bought 5 AAPL @ 190" or "Salary 50000," and Holdary works out whether it's a trade, a balance update, or a transfer
・Trade notes: record the reasons and thinking behind each trade, so reviewing your decisions is easy
・Asset trend analysis: see your asset mix, domestic and overseas allocation, and net worth growth trends
・Reminders and auto-schedules: get regular reminders to update, or set an auto-schedule to keep records current
・Backup and data export: manual iCloud backup and data export — your data stays in your hands
・Privacy focused: no account required; your data stays on your device, and only goes to your own iCloud when you choose to back it up
Designed for you if:
・You want to track total assets and net worth without logging expenses every day
・You use several bank, brokerage, credit card, or crypto accounts
・You hold Taiwan or US stocks, ETFs, funds, or crypto and want your whole portfolio in one place
・You hold assets in multiple currencies and want a clear view of cross-currency gains and overall allocation
・You want to track asset growth, record investment decisions, and follow how your finances change over time
Holdary is a personal wealth dashboard built for investment tracking and asset management — so you can stay on top of every asset in less time.
Estimates
Availability
Devices
iPhone5s
iPadAir
iPadAirCellular
iPadMiniRetina
iPadMiniRetinaCellular
iPhone6
iPhone6Plus
iPadAir2
iPadAir2Cellular
iPadMini3
iPadMini3Cellular
iPodTouchSixthGen
iPhone6s
iPhone6sPlus
iPadMini4
iPadMini4Cellular
iPadPro
iPadProCellular
iPadPro97
iPadPro97Cellular
iPhoneSE
iPhone7
iPhone7Plus
iPad611
iPad612
iPad71
iPad72
iPad73
iPad74
iPhone8
iPhone8Plus
iPhoneX
iPad75
iPad76
iPhoneXS
iPhoneXSMax
iPhoneXR
iPad812
iPad834
iPad856
iPad878
iPadMini5
iPadMini5Cellular
iPadAir3
iPadAir3Cellular
iPodTouchSeventhGen
iPhone11
iPhone11Pro
iPadSeventhGen
iPadSeventhGenCellular
iPhone11ProMax
iPhoneSESecondGen
iPadProSecondGen
iPadProSecondGenCellular
iPadProFourthGen
iPadProFourthGenCellular
iPhone12Mini
iPhone12
iPhone12Pro
iPhone12ProMax
iPadAir4
iPadAir4Cellular
iPadEighthGen
iPadEighthGenCellular
iPadProThirdGen
iPadProThirdGenCellular
iPadProFifthGen
iPadProFifthGenCellular
iPhone13Pro
iPhone13ProMax
iPhone13Mini
iPhone13
iPadMiniSixthGen
iPadMiniSixthGenCellular
iPadNinthGen
iPadNinthGenCellular
iPhoneSEThirdGen
iPadAirFifthGen
iPadAirFifthGenCellular
iPhone14
iPhone14Plus
iPhone14Pro
iPhone14ProMax
iPadTenthGen
iPadTenthGenCellular
iPadPro11FourthGen
iPadPro11FourthGenCellular
iPadProSixthGen
iPadProSixthGenCellular
Pricing by country
| Country | Price |
|---|---|
| Canada | free |
| France | free |
| Germany | free |
| Italy | free |
| Netherlands | free |
| Portugal | free |
| Spain | free |
| UK | free |
| India | free |
| Japan | free |
| Korea, Republic Of | free |
| Poland | free |
| Russia | free |
| Turkey | free |
| USA | free |
| Ukraine | free |
