Holdwise — Portfolio & AI
In-app purchases
Everyone
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1+
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About this app
Holdwise brings your entire investment portfolio — multiple brokers, multiple currencies — into a single view, with an AI assistant 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 assistant
• 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
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 assistant
• 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
All your brokers, one portfolio — with an AI assistant.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
App support
About the developer
H F MELLO TECNOLOGIA LTDA
dev@holdwise.net
Rua TAMISA 28
APT 103
COCOTA
RIO DE JANEIRO - RJ
21921-040
Brazil
+55 21 98128-7815
