Best Baseline Finance Apps

Barebone - AI Finance Research

Build Your Financial AI Agent

Free

Barebone is an AI-powered financial research assistant that helps users uncover deeper market insights, analyze stocks with precision, and make informed evaluations. It offers real-time market trends, financial data analysis, AI-driven asset comparisons, and more, catering to retail investors, traders, analysts, and finance enthusiasts.

Quicken: Intelligent Money

Personal & Business Finances

Free

Track every dollar with Quicken Simplifi—the smart budget app that simplifies personal finance. Set savings goals, manage debt, track spending, and plan for retirement all in one place. Join millions taking control of their finances and achieve your money goals effortlessly.

Five Lakes

by Sergio Rabiela

Free

Track your program's progress, manage accounts, connect with the Client Success Team, and get financial tips all in one place. Start optimizing your financial journey today!

MoneyWiz 2026 Personal Finance

Personal Accounting Software

Free

Track your finances, budget effectively, and stay on top of your expenses with this personal finance app. Manage multiple accounts, set financial goals, and categorize your transactions easily. Start taking control of your money today!

UWorld Finance - Exam Prep

by UWorld LLC

Free

Prepare for CFA and CMT exams with a mobile app that offers powerful study tools, including a QBank with practice questions, digital study guides, and video lectures. With features like customizable learning plans and performance metrics, you can study on-the-go and boost your retention with an active learning methodology backed by science.

The Book of Jargon® - PF

Project Finance

Free

This comprehensive glossary provides a detailed guide to project finance slang and terminology, helping users navigate complex industry jargon. Learn the essential terms and phrases with this valuable resource, and gain a deeper understanding of project finance concepts.

Project Finance Institute

Skills for your PF future

Free

This platform brings together professionals in project finance, infrastructure, and PPP sectors to build skills and relationships, enabling them to drive global change. Members can access courses, work on real-world projects, connect with peers, and attend exclusive events to advance their careers.

Portfolio Tracker: Finance Bay

Track Investments & News

Free

This application helps you track, analyze, and benchmark your investments by providing a real-time, centralized view of your entire portfolio across multiple brokerages and asset classes. With features like historical data, customizable transaction categories, and multi-device sync, it enables you to make informed investment decisions and take control of your financial future, so download now to start investing smarter.

10BII Calc HD

by Ernest Brock

$8.99

A versatile business calculator with over 100 functions for finance, math, and stats. Calculate loans, interest, cash flows, and more with ease on both iPhone and iPad. Perfect for business professionals and students alike.

The Book of Jargon® - CBF

Corporate and Bank Finance

Free

This application provides a comprehensive glossary of slang and terminology used in corporate and bank finance, helping users navigate complex financial jargon. Download it to access a valuable resource for understanding industry-specific terms and phrases.

Balance Pro: Money & Budget

Track Spending, Manage Finance

Free

Balance Pro is a comprehensive budget management app for tracking expenses, setting financial goals, and analyzing spending patterns. Take control of your finances with ease and start managing your money better today.

uValueMobile

The Corporate Valuation App

Free

This corporate valuation app helps users value businesses using widely-used tools and techniques, including WACC, APV, DGM, and ROV, and also includes various calculators for bonds, annuities, and cost of capital. Developed by two professors from leading US business schools, the app is free and aims to educate users on valuation, providing pop-up explanations, a mini-textbook, and industry data benchmarks to support informed investment decisions.