Holdwise — Portfolio & AI
H F MELLO TECNOLOGIA LTDA Finance iPhoneiPadiPod touch
Holdwise — Portfolio & AI is a free Finance app for iPhone and iPad by H F MELLO TECNOLOGIA LTDA. Requires iOS 15.1. Updated September 17, 2026.
- Price
- Free
- on the App Store
- Size
- 56 MB
- Age 4+
- Updated
- Sep 17
- 2026 · v1.1.13
Screenshots
About Holdwise — Portfolio & AI
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. EVERYTHING IN ONE PLACE • Consolidated net worth across every broker, in BRL, USD or EUR • Your biggest movers of the day • Index ticker (IBOV, S&P, USD and more) AI ASSISTANT • An AI that knows YOUR portfolio and answers questions about it • Educational per-asset read — scenario reading, never a buy or sell order 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.
What’s new
Version 1.1.13 · Updated September 17, 2026
Each asset's chart now shows its period, a point-by-point reading and a comparison with competitors from the same industry. An alert's details now show your position in that asset by broker. New "Mark all as read" option in notifications. When you import a statement, the review lists every trade — asset, buy or sell, date, quantity, price and total — before you apply it. The floating buttons now tuck into the screen edge so they no longer cover numbers. More screens in your language — Peer comparison, Australian Tax and Trade Agents — and amounts, dates and currencies in your own format across the app.
App privacy
The developer, H F MELLO TECNOLOGIA LTDA, reported these privacy practices to Apple.
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Financial Info: Other Financial Info
- Contact Info: Email Address
- User Content: Other User Content
- Identifiers: User ID, Device ID
Used for: App Functionality
Data Not Linked to You
The following data, which may be collected but is not linked to your identity, may be used for the following purposes:
- Diagnostics: Crash Data
Used for: App Functionality
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Holdwise — Portfolio & AI | – | Free | September 17, 2026 | |
| InvesteRadar | – | Free | Sep 17, 2026 | Compare |
| Holdwise | 5.0 / 5 (1) | Free | Oct 27, 2026 | Compare |
| Patrimonium: FIIs e ações | – | Free | Oct 23, 2026 | Compare |
| Finance Flow | – | Free | Oct 3, 2026 | Compare |
| Sentinelus.ai | – | Free | Jun 3, 2026 | Compare |
| Finvygo: Net Worth Tracker | – | Free | Oct 27, 2026 | Compare |