Best Goal-Based Investing Apps

Invest in private real estateInvest in venture capitalInvest in private credit

Build a diversified portfolio of private market investments, including real estate, venture capital, and private credit. Access high-growth opportunities and receive transparent reporting with bank-level security. Start investing with flexible minimums.

Alinea: Automated Investing

(38K)

free

AI Trades- Stocks, ETF, Crypto

Expert-built investment portfoliosAI-powered performance insightsPersonalized financial news

Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.

Autopilot: Automated Investing

(109K)

free

In your own brokerage account

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

(21K)

FinEdge: Plan. Invest. Achieve

Smart, Goal-Based Investing

Vanguard: Save, Invest, Retire

(0)

Investing, Advice, Retirement

Account overview and balance trackingInvestment performance trackingCost basis and day change details

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Private markets investing

Diversify with private marketsReal estate, private equity, credit investmentsBuild custom portfolios

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.

(1.6K)

Stackwell: Start Investing

Investing tools and education

Curated investment portfoliosFinancial education contentAutomated investment tools

An investment app focused on building generational wealth within the Black community. It offers curated investment portfolios, educational content, and automated tools to simplify stock market investing and financial growth.

Betterment Invest & Save Money

(45)

subscription

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.

(64K)

Portfolio & Dividend Tracker

Snowball Analytics

Consolidate multiple brokerage accountsTrack dividends and coupon incomeMonitor cash flow and set financial goals

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.

Plan, invest, analyze, grow

(2.1K)

freemium

Magnifi: Invest with AI

AI investing assistantInvestment search enginePersonalized investing plans

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.

(401)

The way money should feel.

Altruist Client

View account balances and returnsTrack transactions and transfersAnalyze investment allocations

Manage your investments and track financial advisor progress. View account balances, returns, and transactions. Gain insights into your investment allocations and see exactly what you own.

(1.5K)

free

BestMe: Reach Any Goal

Achieve Anything with AI

Personalized AI-driven goal plansCustomized step-by-step action plans24/7 AI assistant for guidance

This AI-driven app helps you achieve any goal by creating personalized, step-by-step plans. It analyzes your situation through custom questions and provides a 24/7 AI assistant for guidance and motivation. Achieve success faster with tailored strategies for personal and professional development.

📚 Education

(1.1K)

subscription

Astor: AI Investment Advisor

Talk to your investments

AI investment advisorPortfolio analysisConnect financial accounts

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.

(308)

Compound Interest Calc

Plan | Invest | Retire

Calculate investment growth with contributionsPlan retirement withdrawals with inflationInteractive growth and depletion charts

Plan your financial future with a powerful compound interest calculator. It helps you visualize investment growth with periodic contributions and plan retirement withdrawals with inflation adjustments. Offers detailed breakdowns and interactive charts for informed financial decisions.

(6.5K)

Meet Your Butterfly Companion

Priori: ADHD Planner

Personalized growth journeyValue-aligned goal settingDaily actions for long-term purpose

This app offers a neuroscience-based approach to personal growth, helping users identify what truly matters, set value-aligned goals, and build lasting momentum. It provides personalized journeys, daily actions, and tools used by elite coaches to foster clarity and motivation.

📊 Productivity

(123)

Principles In Action

By Ray Dalio

Interactive case studiesBehind-the-scenes video footagePrinciplesYou Assessment

Explore life and work principles from a renowned investor through interactive case studies, video footage, and assessments. Discover personalized guidance and compare insights with friends to achieve your goals.

Effortlessly manage your investments with personalized portfolio creation. Automate your savings and payments to achieve financial goals like retirement or education funding. Receive expert guidance to navigate your investment journey.

Personalized portfolio creationAutomated investingDigital payments