Holdwise — Portfolio & AI

Holdwise brings your entire investment portfolio — multiple brokers, multiple currencies — into a single view, with an AI assistant that knows YOUR actual positions.

Built for quick check-ins: open the app, see how your day is going, read the AI tip, move on. Heavy lifting (importing statements, managing plans) lives on the web at holdwise.net — the app is your pocket dashboard.

Everything in one place
• Consolidated net worth across all your brokers, in BRL, USD or EUR
• Today's top movers in your portfolio
• Index ticker tape (IBOV, S&P, USD and more)
• Touch-driven performance chart: drag to read the value of each date, against IBOV, CDI, IPCA, IFIX, USD and S&P benchmarks

Dividends and growth
• Dividends and interest received and upcoming, filterable by type and period
• Month-by-month net worth evolution: contributions, market variation and income shown separately

Risk and analysis
• Risk Score per asset, with the pillars behind each grade
• Drawdown and monthly return matrix
• Monthly portfolio letter and a Discoveries feed

AI assistant
• A chat that answers about your real portfolio — not a generic one
• Daily tip per asset

Alerts and goals
• Price alerts with push notifications, deep-linked to the asset
• Goal tracking with success probability (Monte Carlo)

Data honesty
When a number doesn't exist or is stale, Holdwise shows "—" and the as-of date — never a made-up figure. Quotes may be delayed relative to the market.

Peace of mind
• The app is read-only: it never moves money, never places orders, and is not a brokerage
• Privacy mode (eye toggle) hides values on any screen
• Face ID / biometric unlock
• Dark mode first, 4 languages (Portuguese, English, Spanish, Italian)

Holdwise is not a brokerage or an investment advisor. App content is informational and does not constitute investment advice. Past performance does not guarantee future results.

Some premium features require a subscription, available in the app.

Support and privacy: https://holdwise.net