See your whole net worth
Balances from different banks, brokers, and currencies are organized into one clear overview, without jumping between apps.
iPhone · iOS 26+
A complete view of your wealth.
Holdary brings accounts, currencies, and investment holdings into one calm place, so you can check a clear, trusted picture of your net worth every day. Your data stays on your device and in iCloud.
Make complex finances easier to read
Market values stay current
Investment holdings can update with market prices, giving daily reviews a picture that is closer to where things stand.
Add records quickly
Type a sentence or capture details from a screenshot, and Holdary helps turn them into records you can review.
Privacy stays with you
Your financial data is stored on your device and your own iCloud. Holdary does not read or hold your asset numbers.