Best Devere Core Portfolio Tracking Apps

2.3(4 ratings)

Free

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Access and monitor your financial holdings, premium payments, and transactions on your mobile device. This app provides a secure, consolidated view of your investment portfolio, helping you track performance and stay informed about market trends and news.

Empower ® by Empower Retirement, LLC

Plan, save, invest, retire

Strong Contender

4.8😞(419K ratings)

Free

#31in Finance

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

What We Love

👍 Good product overall
🚀 Sleek design and robust performance
🔒 Excellent customer service and support

Room to Improve

🐛 Buggy and unreliable app
⏱️ Slow loading times
🤔 Missing key features and functionality
🤯 Confusing and unintuitive navigation
💻 Forced to use app instead of website
🇨🇦 Not compatible with Canadian users

Portfolio Tracking by Yunus Dogan

Track Your Investments

Worth Considering

E*TRADE: Invest. Trade. Save.

0.0(0 ratings)

Free

Manage your investments from a single platform. Monitor the performance of individual stocks and see your total portfolio value.

More Devere Core Portfolio Tracking apps to explore

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BeWealthy - Net Worth Tracker

Budget, assets & portfolio

All your assets in one place

Track equities, currencies, crypto, commodities, ETFs, and indicesAdd and manage transactionsDisplay prices in multiple currencies

Track a wide range of assets, including stocks, cryptocurrencies, and commodities, all in one place. Add transactions, view performance statistics, and customize currency displays. Your data remains private and secure.

Enrich: Portfolio Tracker

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Connect brokerage accountsSet financial goalsLink investments to goals

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.

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One: Portfolio & Stock Tracker

Your Social Investment Tracker

Track multiple asset types (stocks, crypto, ETFs, etc.)Real-time portfolio value updatesInvestment insights and analytics

Track stocks, crypto, ETFs, and more in one place with live updates and comprehensive insights. Monitor your net worth, receive alerts, and gain valuable analytics to make informed investment decisions. Share and follow other portfolios to build an informed investor community.

8FIGURES: Portfolio Tracker

AI Investment Advisor

AI-driven investment insightsReal-time portfolio and net worth trackingLink bank accounts, brokers, and crypto wallets

This app provides AI-driven insights for smarter investing and portfolio management. It tracks net worth, analyzes diversification, and offers actionable alerts to help users grow wealth and manage risks effectively.

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Exirio: Portfolio Tracker

All your wealth, in one place

Track all investment typesSupport for 40+ currenciesDetailed performance metrics (Gains, MWR, TWR)

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.

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Portfolio Tracker: Finance Bay

Stocks, ETF, Crypto & Dividend

Consolidated portfolio viewHistorical account statisticsUnlimited account groups

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.

(49)

Sharesight - Portfolio Tracker

by Sharesight Limited

Custom stock watchlistMirror multiple portfoliosReal-time return updates

Manage your investments on the go with this portfolio tracker. Monitor stocks, ETFs, and dividends, and create custom watchlists. Access and update your investment performance with enhanced security features.

(4)

Betterment Invest & Save Money

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts

Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

(66K)

Ledger - The Portfolio Tracker

Track Your Portfolio Gains

Track multiple holdings with purchase pricesCalculate total position value and gain/lossView portfolio-wide performance

This finance app helps investors understand their true investment performance by tracking gains and losses for each position. It focuses on simplicity, showing your holdings, current values, and performance without unnecessary distractions. All data is stored locally for enhanced privacy and security.

Portfolio: Net Worth Tracker

Track Net Worth & Collectibles

Track assets with photosConnect investment accountsReal-time market values

Effortlessly track the value of all your possessions, from investments to collectibles, using just a photo. Connect your financial accounts to see your complete net worth in one place. An AI assistant provides insights and curated news based on your assets.

(16)

Ally: Bank, Auto & Invest

The app for all things money

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

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Darkfolio - Private Portfolio

Tracks Prices, Not You.

On-device screenshot importEncrypted portfolio storageInteractive charts

Track your crypto and stock portfolios privately. This app offers interactive charts, market insights, and advanced privacy features like on-device processing and encrypted storage. It's designed to inform without encouraging trading, with options for multiple portfolios and watchlists.

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Track, plan, and rebalance

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Morgan Stanley Wealth Mgmt

by Morgan Stanley

Account management and balance viewingMobile check depositMoney transfers and bill pay

Manage your personal finances, accounts, and investments on the go. Deposit checks, transfer money, view documents, and connect with your financial advisor securely. Track spending, set alerts, and even lock your debit card if misplaced.

(452)