Holdary
Mottx Co., Ltd.
Holdary brings the assets you have across banks, brokerages, credit cards, cash, and foreign-currency accounts into one clear net worth view. Whether you hold local stocks, US stocks, ETFs, time deposits, savings accounts, unpaid credit card balances, or cash in multiple currencies, you can manage everything in one app. Holdary is a net worth tracker, not a traditional expense tracker. You do not need to log every purchase every day. Instead, Holdary helps you focus on how much you own, where your assets are, and what your investment positions are worth. Key features ・Multi-account overview: banks, credit cards, brokerages, cash, and foreign-currency accounts in one place ・Multi-currency conversion: view your total net worth in your preferred currency, with exchange rates updated automatically ・Live investment value: stock and ETF prices update automatically so you can understand your gains and losses in real time ・Complete investment accounts: track both stock positions and cash balances in brokerage accounts, with daily change charts that make investment performance easier to understand ・Cross-currency positions: hold positions in multiple currencies under the same account, with prices, market value, and gains automatically converted ・Trade notes: record buy and sell reasons, trade history, and follow-up thoughts for each holding, with cross-currency trades clearly labeled ・Balance records and reminders: log balances manually, set reminders, or use automatic recording schedules ・Quick Log: enter a balance change or trade in one sentence, with optional AI assistance for more complex descriptions ・Broker screenshot import: take a screenshot of your holdings, and Holdary helps identify positions and cash balances ・Trends and allocation charts: see your asset mix, domestic and overseas allocation, and where net worth growth is coming from ・Backup and data export: manually back up to your own iCloud, and export your data for safekeeping or further analysis ・Privacy focused: no account required; your financial data stays on your device and only goes to your own iCloud when you choose to back it up Designed for ・People who want to understand their personal or family net worth ・Anyone with bank, brokerage, and credit card accounts spread across different places ・Investors holding assets in multiple currencies, such as TWD, USD, and JPY ・People buying US stocks or ETFs through a local-currency brokerage account who want a clearer cross-currency view ・Anyone who wants to track asset allocation, investment positions, and net worth changes over time