Holdwise — Portfolio & AI
All your investments, with AI
Only for iPhone
Free · In‑App Purchases · Designed for iPhone. Not verified for macOS.
iPhone
Track your portfolio across brokers and currencies in one place: net worth, dividends, risk and an AI consultant. Honest data — no made-up numbers.
Holdwise brings your entire investment portfolio — multiple brokers, multiple currencies — into a single view, with an AI consultant 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 CONSULTANT
• 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
Holdwise Premium subscriptions (auto-renewable): Essential, Pro, AI Advisor, and Black, in monthly and annual periods. Payment is charged to your Apple ID at confirmation; the subscription renews automatically unless canceled at least 24 hours before the end of the period. Manage or cancel anytime in your Apple ID settings. Prices and durations are shown in the app before purchase.
Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Privacy Policy: https://holdwise.net
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
The developer, H F MELLO TECNOLOGIA LTDA, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- User Content
- Identifiers
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- H F MELLO TECNOLOGIA LTDA
- Size
- 44.3 MB
- Category
- Finance
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPod touch
Requires iOS 15.1 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- In-App Purchases
Yes
- Holdwise Consultor Anual $299.99
- Holdwise Black Mensal $59.99
- Holdwise Black (anual) $599.99
- Holdwise Pro (mensal) $14.99
- Holdwise Consultor (mensal) $29.99
- Holdwise Essencial (anual) $79.99
- Copyright
- © 2026 Holdwise