Holdary - Track Your Wealth

Money spread across banks, brokerages, exchanges, even insurance — how much do you actually have? Holdary adds it all up into one number, at a glance.

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.