Support
Contact us
Email us at support@holdary.app and we'll get back within a few business days.
Frequently asked questions
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How do I back up my data?
Open Settings → Data → Back up. Holdary writes a snapshot of your accounts, snapshots, holdings, and notes to your iCloud Drive (Holdary container). Backups happen on demand; we do not auto-back-up in v1.
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How do I restore from a backup?
Open Settings → Data → Restore from backup, then pick the backup file from your iCloud Drive. Holdary fully replaces the on-device database with the backup contents — make a fresh backup first if you want to keep the current state.
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Which markets and currencies are supported?
Holdary supports any ticker that Yahoo Finance covers — US, Taiwan (TWSE), Hong Kong, Japan, and most major exchanges. Currencies follow ISO 4217; live exchange rates are pulled at refresh time. If a ticker isn't recognized, you can still log it as a manual holding (see next question).
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Can I add a custom holding that isn't on a public exchange?
Yes. When adding a holding, leave the ticker blank and enter the holding name plus an average cost. The holding will display its cost basis only — live market price will be unavailable. You can update the price manually any time by editing the holding.
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Where is my financial data stored?
Entirely on your device, using Apple's SwiftData (a local SQLite database). Optional backups go to your own iCloud Drive. Our backend never sees your account names, balances, or holdings — it only proxies anonymous market price and currency lookups.