iOS
Holdary
a private holding diary for everything you own.
Money spread across banks, brokerages, and exchanges — so how much do you actually have? Holdary organizes all your assets and accounts, so one look tells you what you're worth.
on the App Store No account requiredData stays on your device
Net worth
Full net worth overview
Every account adds up to one number, with foreign-currency balances converted into your preferred currency — total assets, total debt, and debt ratio at a glance, plus charts for net worth trends and asset allocation.
Holdings
Live investment value
Stocks, ETFs, and crypto update with market prices, so holdings and market value are always current — daily and total gains at a glance. Funds or private assets without a public quote can be added manually too.
Notes
Trade notes
Buys, sells, and dividends all leave a record — note why you made the call and what you think later, then look back on every decision.
Logging
Logging, faster than you think
Type a sentence or paste a screenshot and your accounts are up to date — schedules remind you on time so the record never breaks.
- Quick add in plain language
- Type “Salary income 50000” and Holdary works out whether it's a balance update, a trade, or a transfer — confirm and it goes to the right account.
- Broker screenshot import
- Screenshot your broker app's holdings screen — Holdary picks out the positions and cash balance, and you review before the account updates.
- Reminders and schedules
- Set update reminders or recurring schedules per account so balances stay current without relying on memory.
Privacy
Your financial data stays with you
No account to create — your financial data lives on your device, and only goes to your own iCloud when you back up.
- No account required
- Data stays on your device
- Export and take it anytime
Reviews
What people are saying
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★★★★★
Tracks deposits and credit cards, and AI imports my Taiwan and US stock holdings automatically — best of all, unrealized gains update on their own. The best personal asset tracker I've used.
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★★★★★
Clean, visual interface, and the AI parsing is accurate — saves a lot of work. I'd recommend it to friends.
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★★★★★
The interface feels great — simple, clear, and so convenient!
From App Store reviews, translated from Chinese
No more expense diary — find out what you actually have, today
Free download. No account required — your data stays on your device and iCloud.