Best apps like Holistic Portfolio Tracker

10+ similar apps compared and reviewed

4.6 avg rating
10 free apps
Updated July 2026

Holistic Portfolio Tracker 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 Holistic Portfolio Tracker

Parqet - Portfolio Tracker#1

Parqet - Portfolio Tracker by Parqet Fintech GmbH

Portfolio Performance Tracker
Editor's Choice
💰 Finance
4.9(12 ratings)
FreeIn-App Purchases
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Track your investments and portfolio performance in real-time. Connect to over 50 brokers and exchanges to monitor stocks, ETFs, and cryptocurrencies. Gain insights with powerful analytics, dividend planning, and tax exposure visualization.

Profitable - Portfolio Tracker#2

Profitable - Portfolio Tracker by Alberto Gaspar Martin

Track your dividend stocks now
Strong Contender
💰 Finance
0.0(0 ratings)
FreeAds
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Manage your stock investments with real-time tracking and detailed performance analytics. Monitor dividend payments, analyze portfolio allocation across different asset types and regions, and get a comprehensive overview of your financial health.

More apps like Holistic Portfolio Tracker

4
Profit: Portfolio Performance
Profit: Portfolio Performance
Profit: Portfolio Performance
On-device portfolio tracking
Free

Track your investment portfolio performance securely on your Mac, iPhone, or iPad. Monitor multiple accounts, measure profit and dividends, and compare against benchmarks. Your financial data remains private and on-device.

On-device portfolio trackingMulti-account monitoringPerformance measurement (profit, dividends)
💰 Finance
(18)
free with in-app purchases
5
Exirio: Portfolio Tracker
Exirio: Portfolio Tracker
Exirio: Portfolio Tracker
All your wealth, in one place
Free

Track all your investments, from crypto and stocks to property and loans, in over 40 currencies. Gain a comprehensive view of your wealth, understand performance, and make informed decisions with detailed analytics and secure bank connections.

Track all investment typesSupport for 40+ currenciesDetailed performance metrics (Gains, MWR, TWR)
💰 Finance
(25)
freemium
6
getquin - Portfolio Tracker
getquin - Portfolio Tracker
getquin - Portfolio Tracker
Track Investments & Dividends
Free

Track all your investments, from stocks and ETFs to real estate and collectibles, in one place. Monitor your net worth in real-time, analyze performance with detailed breakdowns, and plan for future cash flows with a dividend calendar. Connect with a community of investors for insights and feedback.

Real-time portfolio trackingAggregated net worth monitoringDividend calendar and forecasts
💰 Finance
(341)
free with in-app purchases
7
Portseido
Portseido
Portseido
Powerful Portfolio Tracker
Free

Track all your investments, including stocks, ETFs, and cryptocurrencies, across over 70 exchanges. Monitor dividends, manage asset allocation, and measure portfolio performance with detailed analytics and visualizations. Keep your investments under control from your mobile device.

Track 70+ stock exchanges, ETFs, and CryptosMonitor past and future dividendsManage asset allocation and performance
💰 Finance
(3)
ad-supported
8
TrackMyStack Net Worth Tracker
TrackMyStack Net Worth Tracker
TrackMyStack Net Worth Tracker
Net worth & portfolio tracker
Free

Anonymously track your net worth with unlimited assets and portfolios. It offers automatic updates for stocks, ETFs, and crypto, alongside manual tracking for bank accounts and real estate. Features include dividend tracking, retirement planning, and currency conversions.

Unlimited portfolios and assetsAutomatic stock, ETF, and crypto trackingManual bank account and real estate tracking
💰 Finance
(74)
free with in-app purchases
9
Portfolio Trader-Stock Tracker
Portfolio Trader-Stock Tracker
Portfolio Trader-Stock Tracker
Stock portfolio manager
Free

Manage and analyze your stock portfolios with detailed profit and loss views, customizable charts, and multi-currency support. Track individual holdings, portfolio totals, and compare performance against market indices. Includes an Apple Watch app for convenient access.

Multiple Profit & Loss (P&L) viewsInstrument and portfolio history chartsMulti-currency support with instant conversions
💰 Finance
(414)
free with in-app purchases
10
My Funds - Portfolio Tracker
My Funds - Portfolio Tracker
My Funds - Portfolio Tracker
by QTech Solutions Pty Ltd
Free

Monitor your Indian stock and mutual fund investments effortlessly. Input your transactions to view portfolio performance, charts, and overall profit/loss. Data can be exported and imported, with daily automatic updates.

Track Indian stocks and mutual fundsView portfolio performanceStock and NAV charts
💰 Finance
(50)
free