Best Devere Core Portfolio Tracking Apps

2.3(4 ratings)

Free

deVere Core Portfolio Tracking screenshot 1

deVere Core Portfolio Tracking screenshot 2

deVere Core Portfolio Tracking screenshot 3

deVere Core Portfolio Tracking screenshot 4

deVere Core Portfolio Tracking screenshot 5

deVere Core Portfolio Tracking screenshot 6

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😞(425K ratings)

Free

#58in 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

Schwab Mobile: Invest & Trade by The Charles Schwab Corporation

Trading, stocks & finance

Worth Considering

4.8😐(1.2M ratings)

Free

#49in Finance

Schwab Mobile: Invest & Trade screenshot 1

Schwab Mobile: Invest & Trade screenshot 2

Schwab Mobile: Invest & Trade screenshot 3

Schwab Mobile: Invest & Trade screenshot 4

Schwab Mobile: Invest & Trade screenshot 5

Schwab Mobile: Invest & Trade screenshot 6

Manage your investments, research market opportunities, and handle your banking needs all within a single, secure application. Track your portfolio, deposit checks, and access expert financial content on the go.

What We Love

🚀 Easy to use
🔒 Secure banking
👍 Excellent customer service
💡 Helpful research tools
🚀 Smooth mobile experience

Room to Improve

🐛 Inaccurate account information
🐛 Slow order execution
👎 Dated user interface
🐛 Frequent app crashes
👎 Limited customization options

More Devere Core Portfolio Tracking apps to explore

Portfolio Tracking

Track Your Investments

Manage investment portfolioTrack individual stock performanceView overall portfolio value

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

(0)

E*TRADE: Invest. Trade. Save.

Stocks, ETFs, options, crypto

Commission-free stock, ETF, and options tradesMutual fund tradingProfessionally built portfolios

This app simplifies investing, banking, and trading for users of all experience levels. It provides commission-free trades, research tools, educational resources, and high-yield savings options.

free with in-app purchases

(381K)

Investment 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.

(0)

Enrich: Portfolio Tracker

Retirement & investing planner

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.

(7)

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.

(0)

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.

(26)

Betterment Invest & Save Money

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash reserve account

Automated investing and savings app designed to help users reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for managing investments and savings with confidence. Start with as little as $10.

free with in-app purchases

(67K)

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.

(1)

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.

(47)

by National Financial Services LLC

Wealthscape Investor℠

Access managed brokerage accountsView portfolio, positions, and balancesAccess account statements and tax forms

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity orders. Enhanced security features include biometric login and two-factor authentication.

(20K)

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.

(18)

Ally: Bank, Auto & Invest

Warp Portfolio Tracker

The app for all things money

Manage bank, auto, and investment accountsSmart savings tools like buckets and boostersCommission-free trading on eligible stocks and funds

Manage your bank, investment, and auto accounts in one secure, convenient app. Features include smart savings tools, commission-free trading, and vehicle payment management. Get paid early and avoid fees with this comprehensive financial management solution.

(115K)

Bitfolio - Crypto portfolio

Private cryptocurrency tracker

Comprehensive portfolio managementTrack crypto, stocks, forex, ETFsMonitor wealth in real estate, luxury items

Effortlessly track a diverse portfolio of cryptocurrencies, stocks, forex, and tangible assets like real estate and collectibles. This privacy-focused app requires no account creation and keeps all your financial data securely on-device.

free with in-app purchases

(523)

Dashboard - Portfolio Tracker

Track Stocks, ETFs & Crypto

Access valuation & documents

Secure document access and uploadSecure client-adviser messagingCloud storage for financial documents

Securely access and manage financial documents, personal records, and investment portfolio details on your mobile device. Communicate with advisors through a safer messaging system and store important files in the cloud.

(1)