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  • Holding Tracker screenshot 1
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About Holding Tracker

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.

What’s new

Version 1.3 · Updated October 21, 2026

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.

App privacy

The developer, XIAOCHUN GAO, reported these privacy practices to Apple.

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:

  • Financial Info: Other Financial Info
  • Contact Info: Email Address

Used for: App Functionality

Alternatives to Holding Tracker

Looking for apps like Holding Tracker? Here are 6 similar apps on the App Store. The highest rated is Orua - Wealth & expenses (5.0/5), and all 6 are free to download.

Holding Tracker vs. alternatives
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Holding Tracker – Free October 21, 2026
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