Holdwise

Finanzas

Gratis · Compras dentro de la app · Diseñada para iPad. No verificada para macOS.

Holdwise is a calm, private dividend tracker built for long-term, buy-and-hold investors. If you own VTI, VXUS, BND, SCHD, or a portfolio of dividend-paying stocks across taxable, Roth IRA, and 401(k) accounts, Holdwise gives you a clear, fast picture of your dividend income, when it's coming in, and how it compounds over time. No accounts to create. No ads. No upselling. Your data stays on your iPhone. TRACK EVERY POSITION - Add holdings manually or import from a Fidelity, Schwab, or Vanguard CSV - Group positions by account: Taxable, Roth IRA, Traditional IRA, 401(k), HSA, and more - See yield-on-cost, annual income, and per-payment income at a glance - Auto-fill annual dividend per share from Tiingo's free dividend feed (Tiingo account required) - Optional watchlist for stocks you're researching SEE WHAT'S COMING - Month-grid dividend calendar with confirmed and projected ex-dates - Tap any day to see the events scheduled for that day - Get a heads up before each ex-dividend date with optional local notifications SMARTER INSIGHTS - Dividend Safety Score per position (Strong / Stable / Watch / Risk) - 1, 3, and 5-year dividend growth rates - Sector allocation donut and rebalance suggestions - Performance comparison vs SPY or any benchmark WATCH IT COMPOUND - Reinvestment modeler with adjustable horizon (5, 10, 20, or 30 years) - Toggle dividend reinvestment on or off - Slide dividend growth and price growth assumptions to compare scenarios - Annual income trajectory and portfolio value charts - Set an annual income goal and track progress INCOME CHARTS - Trailing 12 months bar chart from real Tiingo-fetched ex-dates - Multi-year annual income trend - By-account donut breakdown - Top positions horizontal bars - Net worth over time YOUR DATA, LOCALLY - All positions stored privately on your device - Your Tiingo API key sits in iOS Keychain only - Optional iCloud sync across iPhone, iPad, and Mac - No analytics, no telemetry, no third-party tracking SDKs HOLDWISE PRO The free tier supports up to 5 positions and manual entry. Holdwise Pro unlocks unlimited positions, CSV import, auto dividend lookup, the reinvestment modeler, ex-dividend reminders, and Excel/CSV export. $1.99/month or $17.99/year (saves 25%). IMPORTANT Holdwise is a tracker, not a financial advisor. It does not provide buy or sell recommendations. Always verify against your broker statements and consult a tax professional for tax decisions. Made by JC Mobile App Studio LLC. Built solo by a Boglehead, for Bogleheads. LEGAL Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://jcmobileappstudio.github.io/holdwise/privacy

Calificaciones y reseñas

  • Esta app no ha recibido suficientes calificaciones ni reseñas para mostrar un resumen.

New in Holdwise 1.2.0 • Home Screen widgets: see your annual dividend income, this month's total, and your next payment at a glance. • Add dividends by hand for holdings your data source doesn't cover. • Export a printable PDF report of your holdings and income by account. • More accurate dividend math, including stock-split adjusted history, smarter annual income and pay-frequency detection, and corrected growth rates. • Holdings with more than one lot now count fully toward income and projections. • The Dashboard and Calendar now agree on each month's income, with correct dates across time zones. • Accessibility and reliability improvements throughout.

Versión 1.2.0

El desarrollador (JC Mobile App Studio LLC) indicó que las prácticas de privacidad de la app pueden incluir el manejo de datos que se describe a continuación. Para obtener más detalles, consulta la política de privacidad del desarrollador .

  • No se recopilan datos

    El desarrollador no recopila ningún dato en esta app.

    Las prácticas de privacidad pueden cambiar; por ejemplo, según tu edad o las funciones que uses. Obtén detalles

    Accesibilidad

    El desarrollador aún no ha indicado cuáles funciones de accesibilidad admite esta app. Obtén detalles

    Ficha técnica

    Vendedor
    • JC Mobile App Studio LLC
    Tamaño
    • 2.7 MB
    Categoría
    • Finanzas
    Compatibilidad
    Requiere iOS 17.0 o posterior.
    • iPhone
      Requiere iOS 17.0 o posterior.
    • iPad
      Requiere iPadOS 17.0 o posterior.
    • Mac
      Requiere macOS 14.0 o posterior y una Mac con el chip M1 de Apple o posterior.
    • Apple Vision
      Requiere visionOS 1.0 o posterior.
    Idiomas
    • Español, Inglés
    Edad
    4+
    Compras dentro de la app
    Sí
    Copyright
    • © 2026 JC Mobile App Studio LLC
  • Sitio web del desarrollador
  • Política de privacidad

    • Más de JC Mobile App Studio LLC

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