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HoldlyAvailable

Know what
you hold.

Your stocks, ETFs and coins.
One calm place to see the whole picture.

No account needed Your records stay yours

Built for iPhone, iPad & Android

Holdly overview showing sample holdings and portfolio allocation in dark mode
Stocks ETFs Crypto

Real app. Sample portfolio.

All your investments.One clear view.
No brokerage login.Just your records.
Import. Export. Back up.You’re in control.

A closer look

01 / 03

Your portfolio. At a glance.

Start with what matters: what your holdings are worth, how they’re doing, and your latest activity.

A clear total. A little less checking.
Holdly overview screen in light mode, with sample portfolio data

Actual app screens · Illustrative portfolio data

Holdly transaction review with quantity, unit price and a before-and-after holding summary using sample data
A moment to double-check.

Simple from the first entry

A few taps.
A clearer picture.

  1. 01

    Start with what you own

    Choose a stock, ETF or coin. Add an existing holding or record a transaction.

  2. 02

    Check it before you save

    Review the quantity, price and total, with a simple view of how your holding changes.

  3. 03

    Come back to clarity

    See your value, returns and investment mix whenever you want to check in.

Personal by design

Your portfolio.
Your business.

Your quantities, costs and transactions stay on your device. Market lookups request public asset information, not your investment records.

No Holdly account Multiple portfolios CSV import & export Backup & restore
How Holdly handles your data

Good to know

A little context.
No guesswork.

Where can I download Holdly?

Download Holdly from the App Store for iPhone and iPad, or from Google Play for Android. You can find both download buttons at the top and bottom of this page.

Does Holdly buy or sell investments?

No. Holdly is a tracker for investments you already own. You record purchases, sales and dividends yourself. It does not place trades, hold money or require a brokerage connection.

Where do the prices come from?

Crypto prices come from CoinGecko; stock and ETF prices come from Twelve Data through the Holdly price service. Quotes may be delayed. If a price update is unavailable, your last saved prices remain visible with their timestamps.

Can I use it without an account?

Yes. Your portfolios and transaction records are stored on your device. Core portfolio management works offline; fetching market prices and asset images requires an internet connection.

How do I move my data to another device?

Export a JSON backup from Settings and restore it in Holdly on the other device. You can also import and export transactions as CSV. Backups are not automatic or encrypted, so keep your exported files somewhere safe.

Small steps. Bigger tomorrows.

Meet your calmer
portfolio companion.

Available for iPhone, iPad and Android.

Portfolio tracking, not a trading platform. Prices may be delayed.