# Atom Finance: Invest Smarter — Markets, Stocks, Portfolio

> Comprehensive investment tracking and market analysis tools for smarter financial decisions. (iPhone/iPad app by Atom Finance, Inc..)

- Source: https://appshunter.io/ios/app/atom-finance-invest-smarter/id1479057970 (this page in markdown: same URL + `.md`)
- Developer: [Atom Finance, Inc.](https://appshunter.io/developer/1479006837)
- Category: Finance
- Price: Free with in-app purchases
- Rating: 3.93/5 from 730 App Store ratings · 50 written reviews indexed
- Age rating: 4+
- Requires: iOS 12.0 · 68 MB
- Languages: English
- Released: 2019-11-21
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/atom-finance-invest-smarter/id1479057970/reviews.md

## What is Atom Finance?

Make informed investment decisions with cutting-edge tools including valuation metrics, historical financials, detailed analyst consensus estimates, SEC filings and transcripts, corporate events, curated news, and more.

Portfolio
Track all your investment accounts in one place, in real-time. Once you link your accounts, you will be able to see your real-time P&L, returns, holdings, trades, and portfolio statistics.Use Fund Lookthrough to reveal your underlying holdings in ETF and mutual fund investments.  Use Manual Accounts to manually input actual or simulated positions and trades.

Custom Alerts
Customize alerts for your stocks and portfolio.

Real-Time Quotes
Quotes on Atom are displayed in real-time. 

Institutional-Quality News
See the stories that matter for any company, sector, industry or topic, all in real-time. 

Analyst Estimates
Get access to detailed consensus estimates, aggregated from analysts across the Street. 

Historical Financials 
Take a deep dive into corporate performance with a trove of historical financial data. 

SEC Filings
Enjoy using EDGAR? Neither do we. Atom aggregates and organizes filings so you don’t have to. 

Transcripts 
Keep a pulse on corporate statements with earnings and event transcripts. 

Market Commentary 
Our pre-, mid- and post-market briefings cover earnings, M&A, macro, and more.

By using Atom Finance, you agree to the following terms:
Terms of Use: https://atom.finance/termsOfUse
Privacy Policy: https://atom.finance/privacyPolicy
Terms of Sale: https://atom.finance/termsOfSale

## Key features

- Real-time portfolio tracking
- Valuation metrics
- Analyst consensus estimates
- SEC filings and transcripts
- Customizable alerts
- Institutional-quality news
- Historical financial data

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Premium plan (with free trial) | $6.99 | per month |
| Premium Subscription | $6.99 | per month |
| Premium Subscription | $6.99 | per month |
| Premium Subscription | $6.99 | per month |
| Annual Subscription | $59.99 | per year |
| Annual Plan | $59.99 | per year |


## What do users think of Atom Finance?

Overall sentiment: positive

**Pros**

- 💎 Invaluable information
- 🚀 Great service
- 📊 Incredible value
- 🌇 Amazing app & support
- 🗓️ Helpful calendar and events
- 🔍 Comprehensive research tools
- 🔗 Seamless portfolio integration
- 📰 Curated news and briefings

**Cons**

- 💰 Paywall for core features
- 🔌 Unstable broker connections
- 🐛 Portfolio tracking issues
- 🐢 Sluggish performance
- 🤯 Confusing UI/UX
- 🔍 Missing key data (e.g. Grayscale)
- 📢 Overwhelming notifications

**Commonly reported bugs**

- Frequent crashes
- Connectivity issues with brokers
- Incorrect portfolio valuations
- Unresponsive user interface

**Most requested features**

- iPad app version
- Advanced charting and analytics
- Customizable portfolio views
- Improved notification management
- Seamless Robinhood integration
- Bond and fixed-income data

## Recent user reviews (10 of 50)

All indexed reviews: https://appshunter.io/ios/app/atom-finance-invest-smarter/id1479057970/reviews.md

### 1/5 — Don’t download. Feels shady.

*2022-12-29, version 5.9.22*

Once you sign up, the app promptly tells you to pay to even see anything. Here’s a free advice for the devs give the users a preview. People aren’t going to blindly subscribe to a service without seeing what it offers.
Try giving a limited time access to the app and limited feature set after signup. And if you are worried people will create new accounts to keep creating new accounts, put the credentials in keychain, it persists between app installs and you can safely tie it to a device.

### 1/5 — Nice concept

*2022-03-20, version 5.5.1*

This app is a great concept, but doesn’t work. Atom will not connect to M1 via Plaid. I tried months ago and didn’t work. I reached out to customer care and they said they are working on the issue but didn’t know when would be fixed. Just checked and it’s still not resolved. On plaid it shows the connection is linked but nothing is in Atom. I’ll be going back to Personal Capital as their platform doesn’t have issues connecting to M1 via Plaid. Wasted $6.99 on a month subscription 😡

### 4/5 — Good app & support, unstable broker connections

*2022-01-24, version 5.3*

Updated review (after checking spam folder 😜):
I like the app: good info, nice UI/UX. The portfolio performance calculation across accounts is off. The broker connections through Plaid are terrible. I had to reconnect my accounts to several brokers multiple times already. Other platforms I use connect through Quicken Connect and had no issues during the same period. Support is responsive.

### 1/5 — Self important, redundant and unnecessary

*2021-12-29, version 5.2.10*

This is not an institution investing tool no matter what the marketing wank claims. It’s a boutique yahoo finance for retail baggies, with half the features. 

Tell me one useful thing this paid app can do that you cant be done even better by another free app. 

it’s obviously that this cute little primitive app for retail baggies is anything but necessary. That said what actual value is being provided here exactly? Maybe the daily write ups, so basically your subscribing to the blog of an amateur market watcher wanna be economist. That’s not worth six cents per month much less dollars.

### 1/5 — Requires subscription, tells you after you give all your details

*2021-11-06, version 5.0.4*

Wanted to just checkout this app. It requires a subscription and only tells you AFTER you give them all your details. Also, doesn’t tie into apple sign in for the email so you can’t use “hide my email” directly. 

These are dark patterns meant to deceive you after they have your information to sell. I DO NOT RECOMMEND USING THIS app. If they are going to do this before you agree to the service, what are they doing with the rest of your data??

### 2/5 — Needs Improvements

*2021-08-26, version 4.9.7*

Am retired Wall Street portfolio manager of almost 55 years.  Like a number of app features but have issues with (1) adding manual portfolio and (2) only being able to view app in portrait mode and not in landscape mode.  Found it impossible to add manual portfolio.  Was unwilling to use “Plaid” service to link to actual brokerage accounts.  Spent great deal of time trying to add manual portfolio and got no real help from developer except for promises of improvements to come.  Using app on smaller-sized i-phone is difficult and i-pad portrait only viewing not compatible with attached keyboard screen with which I cannot rotate screen to portrait mode.

### 4/5 — Really awesome app but the lag is frustrating

*2021-08-13, version 4.8.4*

Downloaded the app a couple days ago and it has a ton of great content and features. The only reason I’m not rating it 5 stars is that even with a perfect internet connection, basic UI stuff like scrolling and navigating pages has a significant lag. I’m using a 12 Pro so my device certainly isn’t outdated. I will still use the app’s basic features once my free trial expires, but I would upgrade both my account and rating were the lag problems to be fixed.

### 1/5 — Terrible notification management system

*2021-07-09, version 4.6.1*

I have been trying so hard to close all my notification for price movements on my portfolio. There’s an option for bulk edit and IT DOES NOT WORK. It will just reset all the notifications I closed and reactivate them again. Absolutely buggy app you need better software developers who can actually launch a useable feature. I get spammed by hundreds of notifications a day on content I do not want to see and your notification system needs major debugging and revamp.

### 5/5 — Great Service

*2021-06-30, version 4.5.1*

I was skeptical at first, and I started the premium service yesterday with a promotion deal which provided three months premium for $0.99 then $9.99 for the next months. Today was my first day with premium and the service has already earned enough to pay for the first year. It notified me of breaking news: Apple had purchased a Roku remote button. This resulted in Roku skyrocketing and it allowed me to join the trade before it was over. I would recommend this to anyone who needs crucial information for the value and movements of stocks, as well as time sensitive news feeds.

### 5/5 — Incredible Value

*2021-06-18, version 4.4.2*

Atom is a Bloomberg terminal competitor in the making. Push notifications about index events, single stock events, or macro news events all beat my WSJ push notifications. Portfolio integration works like a glove. Would like research integration and bond details like FactSet, but maybe in due time.

## Frequently asked questions about Atom Finance

### What does Atom Finance do?

Atom Finance provides cutting-edge tools to help users make informed investment decisions. It offers features like real-time portfolio tracking, detailed market data including valuation metrics and analyst estimates, SEC filings, and curated news.

### What are the key features of Atom Finance?

Key features include real-time portfolio tracking across all linked accounts, detailed market data such as historical financials and analyst consensus estimates, access to SEC filings and transcripts, customizable alerts, and institutional-quality news.

### Is Atom Finance free to use?

Based on the provided information, the app is listed as free. There are no mentions of subscription fees or in-app purchases for core functionality.

### What kind of data does Atom Finance provide?

The app provides a wide range of financial data, including valuation metrics, historical financials, analyst consensus estimates, SEC filings, earnings and event transcripts, and curated news relevant to companies, sectors, and industries.

### How does Atom Finance help with portfolio management?

It allows users to track all their investment accounts in one place in real-time, displaying P&L, returns, holdings, and trades. It also offers features like Fund Lookthrough to reveal underlying holdings in ETFs and mutual funds, and manual account input for simulated positions.

## Version history (last 5 releases)

### 5.9.67 — 2024-02-20

Bug fixes and performance improvements

### 5.9.66 — 2023-12-21

Bug fixes and performance improvements

### 5.9.60 — 2023-09-22

Bug fixes and performance improvements

### 5.9.57 — 2023-08-14

Bug fixes and performance improvements

### 5.9.55 — 2023-08-02

Bug fixes and performance improvements

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*
