Holding Tracker review
A free portfolio record keeper for dividend dates, income history, and transactions.
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
Holding Tracker is a free personal investment portfolio tracker for people who want to organize holdings, transactions, and dividend records rather than place trades. It is available on the web, iOS, and Android, and supports multiple portfolios and currencies. Its focus is practical record keeping: dividend dates and payments, income history, stock splits, transactions, fees, and foreign-exchange totals. It is aimed at individual investors who want a view of their portfolio history across supported markets, not at teams or users seeking investing advice or trade execution.
Dividend tracking is a central strength. The app automatically records dividends and shows upcoming ex-dates and payment dates, while income can be reviewed by portfolio, holding, or year. It also records stock splits automatically. Portfolio charts cover daily, weekly, monthly, and yearly intervals, and users can compare a portfolio or holding with a stock or ETF benchmark. The combination suits someone interested in past and current records; it is less suited to planning future cash flow, since income projections and dividend reinvestment modeling are not included.
The records extend beyond dividends: users can log buy and sell transactions, fees, and foreign-exchange totals, then export transaction, dividend, and split data as CSV or XLSX. Holdings are organized into multiple portfolios and currencies, with vendor-listed exchanges including SGX, NYSE, NASDAQ, LSE, and HKEX. Portfolio import is manual, so maintaining records requires entering portfolio information rather than relying on an import workflow. Holding Tracker is a sensible fit for a solo investor seeking free, cross-device portfolio history and exports. Investors who need projections, reinvestment modeling, automated portfolio import, or a platform for executing trades should look elsewhere.
Holding Tracker pros and cons
- Where it wins
- Automatically records dividends, ex-dates, payment dates, and stock splits
- Tracks income across portfolios, holdings, and years
- Exports transaction, dividend, and split records as CSV or XLSX
- Where it doesn't
- Does not provide income projections or dividend reinvestment modeling
- Portfolio import is manual
- For record keeping, not trade execution or investment advice
Holding Tracker fact sheet, pricing and score →
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