Best apps like Dashplan

10+ similar apps compared and reviewed

4.4 avg rating
10 free apps
Updated October 2026

Dashplan is great, but it's not the only option. Explore 10+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to Dashplan

More apps like Dashplan

4
myProfit
myProfit
myProfit
by Avenue Securities
Free

Simplify your stock market income tax calculations and track your investment portfolio online. Automatically update your portfolio with real-time quotes and calculate average purchase prices, including all fees. Supports investments in the US and crypto, with automatic B3 integration.

Income tax calculation for stock marketDarf issuanceInvestment portfolio tracking
💰 Finance
(6)
free
5
Hub XP
Hub XP
Hub XP
by Xp Investimentos Corretora Cambio Titulos Valores Mobiliarios SA
Free

This app provides XP Investimentos financial advisors with essential tools to manage client portfolios, execute trades, and stay informed about client activities. It offers consolidated views of client assets, order submission capabilities, and timely notifications for efficient daily operations.

Consolidated client portfolio viewDirect order submission for clientsReal-time client activity notifications
💰 Finance
(65)
free
6
MAG Seguros
MAG Seguros
MAG Seguros
by Mongeral Aegon Seguros e Previdencia SA
Free

Manage your insurance and pension products conveniently. View contracted products, check balances, update beneficiaries, and access documents. Perform benefit requests, contributions, and withdrawals easily.

View contracted productsConsult balances and statementsChange beneficiaries
💰 Finance
(3)
free
7
Kinvo: otimize investimentos
Kinvo: otimize investimentos
Kinvo: otimize investimentos
Reúna e acompanhe o desempenho
Free

Track all your investments in one place, organize them by strategy or objective, and set financial goals. Analyze profitability, compare against benchmarks, and gain insights into fixed and variable income with exclusive tools. Seamlessly import investments or add them manually.

Consolidated investment trackingOrganize by strategy/objectiveSet financial goals
💰 Finance
(409)
free with in-app purchases
8
S1NC: Planejamento Financeiro
S1NC: Planejamento Financeiro
S1NC: Planejamento Financeiro
Software de Gestão Financeira
Free

Take control of your finances with this intuitive app. Track income and expenses in real-time, set financial goals, and gain insights into your spending habits. Manage personal and professional finances seamlessly without complex spreadsheets.

Real-time income and expense trackingFinancial goal setting and progress monitoringSpending analysis and insights
💰 Finance
(1)
free
9
BTG Pactual Parceiros
BTG Pactual Parceiros
BTG Pactual Parceiros
by Banco BTG Pactual S.A.
Free

This app allows autonomous agents to monitor client positions and transactions in real-time. It provides tools for security tokens, account selection, market positions, and transaction history for enhanced client service.

Client position trackingTransaction monitoringSecurity token generation
💰 Finance
(1)
free
10
HUB3 - Gestão de Investimentos
HUB3 - Gestão de Investimentos
HUB3 - Gestão de Investimentos
by B3 S.A. – Brasil, Bolsa, Balcao
Free

This app provides a comprehensive platform for managing investments, offering market analysis, educational resources, and a social network for investors. Stay informed with real-time data, personalized alerts, and insights from a community of experts and entrepreneurs.

Investment management dashboardInvestor social networkReal-time market analysis
💰 Finance
(75)
free