No. Holdings Journal is a personal record-keeping tool. It does not open accounts, execute trades, transfer funds, recommend assets, or provide investment advice.
No. Screenshot import creates an editable draft. Review and change the recognized information before saving. OCR recognition may be inaccurate, so the final record is the version you confirm.
Touch and hold an empty area on the iPhone Home Screen, tap the plus button, search for “Holdings Journal,” and choose an available widget. You can select the preferred summary in the app.
Open the relevant holding, transaction, cash-flow, or settings page in the app. You can delete your account under Me → Account Settings. For account or privacy requests, email us from the address associated with your account.
Differences can come from your entries, transaction timing, currencies, market calendars, public-data delays, corporate actions, and calculation rules. Review important records against your official account statements.
Holdings Journal is a personal record-keeping tool. It does not provide account opening, trade execution, investment advice, asset recommendations, return predictions, or asset management.