215+ iOS apps curated and reviewed
If you already know Snowball Analytics, this is the deeper bench. 215+ asset allocation apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of July 2026.
Manage and analyze your investment portfolios from multiple brokerage accounts. Track dividends, monitor cash flow, and reveal actual returns with in-depth analytics. Supports multi-currency portfolios and global exchanges.
Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.
Manage your retirement savings and financial goals on the go. Track your progress, make adjustments to your contributions and investments, and access educational resources to improve your financial wellness.
Learn financial terminology, asset instruments, and capital market conditions through interactive gameplay. This game challenges users to make strategic buying and selling decisions based on changing economic scenarios to build wealth and confidence.
This AI-powered advisor analyzes your investment portfolio, identifies gaps, and guides you toward smarter financial decisions. It offers 24/7 AI-driven insights, connects all your accounts, and provides performance comparisons and market recaps.
This app uses AI to provide personalized investment portfolio guidance, helping users save on taxes, reduce fees, and increase passive income. It consolidates all family investments in one place, offering real-time insights and AI-powered chat for financial queries.
Consolidate and analyze your investments across multiple brokerages. Visualize asset allocation, track historical data, and create watchlists for over 70,000 assets. Seamlessly sync across Apple devices for real-time market insights.
This AI-powered app helps you research investments, create personalized plans, and manage multiple brokerage accounts. It offers a conversational AI assistant, market data, and planning tools to invest with confidence. Connect your accounts or invest directly.
Manage your savings goals and investments with this finance app. Access your portfolio, view statements, and perform transactions like investing, converting, and redeeming funds. Get market information, use savings calculators, and access fund manager reports.
Monitor your investment portfolios and asset allocations using historical price data. Simulate how your portfolio would have performed in the past before making real investments.
Manage key assets like containers, chassis, and trailers throughout their lifecycle. This app provides efficient inventory management and seamless oversight for asset owners, enabling informed decisions and enhanced operational efficiency.
Track your employer-sponsored retirement plan investments and monitor your progress towards your financial goals. Make informed decisions by viewing account balances, performance, and transaction history. Easily adjust your investments and future contribution allocations on the go.
This app uses AI to help you build and manage a diversified investment portfolio. Get personalized recommendations, actionable insights, and smart alerts to stay ahead in fast-moving markets. Learn about your investments with educational content and AI explanations.
This app provides clients with a secure and intuitive platform to monitor their private market investments in private equity, private credit, and real estate. Access real-time performance updates and essential documents anytime, anywhere, enhancing transparency and control.
Automate investment tracking and goal management for passive investors. Connect brokerage accounts, set financial goals, and receive alerts for rebalancing and tax optimization. Designed for those who want control with less manual work.
Access institutional investment data, manager research, and competitive comparisons on the go. Analyze product performance, search for asset managers, and prepare for meetings with up-to-date information.