Holding Tracker
Track holdings with confidence
Free · Designed for iPad. Not verified for macOS.
Holding Tracker makes it easy to organize and understand your investment portfolio.
Track holdings across multiple portfolios and global exchanges. Record transactions, dividends, and stock splits, then review your investment history and portfolio performance in one place.
Features include:
• Record buy and sell transactions
• Monitor dividends and distributions (Automatically!)
• Record stock splits (Automatically)
• Support multiple currencies and global exchanges
• Manage multiple portfolios
• Review holdings and portfolio performance
• Export your investment records
Holding Tracker is a record-keeping tool for personal portfolio organization. It does not execute trades or provide financial, investment, or tax advice.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
1. Signed-out visitors can view the demo account’s holdings by default.
2. Add or update the payment date for a dividend record.
3. Dividend summaries distinguish pending payments from future entitlements when payment dates are available.
4. A notification banner on the Holdings page highlights pending dividend payments and upcoming entitlements.
The developer, XIAOCHUN GAO, 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 Not Linked to You
The following data may be collected but it is not linked to your identity:
- Financial Info
- Contact Info
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- XIAOCHUN GAO
- Size
- 21.4 MB
- Category
- Finance
- Compatibility
Requires iOS 15.0 or later.
- iPhone
Requires iOS 15.0 or later. - iPad
Requires iPadOS 15.0 or later. - iPod touch
Requires iOS 15.0 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2026@HoldingTracker