Holdings - Track employee stock options, restricted shares, RSUs and other alternative investments App Reviews

Notice how all of the reviews are from a 2 week period? This app is a great idea but its buggy and incomplete. Editing a position is buggy and often doesnt work; and as far as I can tell, the only way to delete an individual position is to delete your entire portfolio. The cliff period option doesnt give you any way to set a starting or ending accelerator. The tax calculation options dont take AMT into account. Theres a need for a great app like this... This isnt it.

Poor design and display for tracking employee stock options, grants date of exercise,, holding, and vested/invested options.

Holdings is unique and useful. The interface is user friendly and will take you through the steps necessary to accurately track your financial data. I highly recommend this app.

Excellent app. Thorough and easy to navigate analysis of my portfolio.

I didnt realize how useful this would be. Wonderful app. Inventive and easy to use. Life changer for me.

Very easy and logical. Best financial app I have found.

This is a great app to track my investments. Extremely user-friendly. Highly recommended!

Very handy and useful app! Been wanting an app like this for awhile.

Much easier to use than the interface that comes with my different accounts. Allows you to see everything at once unlike other apps out there. Beautiful interface and easy to use. Great job!

Solid interface and adds the ability to track the value of my options. Really interesting integration that lets me see the value of my private grants as part of my portfolio. Cool idea!

Takes the typical stocks app to a whole new level. Great for options, tracking cost basis, non-public holdings. Very easy to use and does everything I need. Everyone that works for or invests in a private company should be using this app, and for most people its a better way to track your net worth on the go than your brokers mobile app.

Brilliant app. I’ve waited for years for an app to help me track my stock options

I like how this app pulls together ALL of my investments in one place.

This app is useful and easy to use.

Creative. Innovative. Really expands upon the old stodgy consumer finance apps out there

User friendly & tech savvy! Highly recommend!!

Nothing but great things to say about this app. Its genius and user-friendly and perfect!

This is the sexiest stock app Ive ever used. Way better than my tinder app!

Great way to track my stock options with my private company!

I used to keep my portfolio in a combo of excel and Google sheets. Pieced different things together based on timing and situation. This app does a great job of being my single place where I track all my holdings (no pun intended). Really like the flexibility and breadth of what I can track. Hadnt seen something like this on the market. Way overdue.