Best Investing And Rebalancing Apps

0.0(0 ratings)

FreeAdsIn-App Purchases

Rebalancing at withdrawal by OMTea App

Asset withdrawal calculator

Strong Contender

0.0(0 ratings)

Free

Wealthfront: Save and Invest by Wealthfront, Inc.

Saving, investing, stocks.

Worth Considering

Stash: Investing made easy

4.8😊(17K ratings)

Free

Wealthfront: Save and Invest screenshot 1

Wealthfront: Save and Invest screenshot 2

Wealthfront: Save and Invest screenshot 3

Wealthfront: Save and Invest screenshot 4

Wealthfront: Save and Invest screenshot 5

Wealthfront: Save and Invest screenshot 6

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

What We Love

🚀 Fantastic HYSA and Robo-Advisor
👍 Impressive money managing app
👍 Phenomenal app for people trying to reach financial goals
👍 Great Robo Investing App
👍 My favorite Finance App, period
👍 Awesome way to save and invest!
👍 Saving for my generation
👍 Very Functional and Easy to Use

Room to Improve

🚫 Not good for IRA and investing accounts
🚫 Great APY, Terrible Features and Compatability
🐛 Alas...
🚫 Constant relink makes this pointless
🐛 Failed identity verification - poor support. Can't open account. Need bug fix.
🐛 Constant relink makes this pointless
🐛 Horrible Returns
🚫 No control over investments

More Investing And Rebalancing apps to explore

Invest in Stocks and ETFs.

Expert-built portfoliosAutomated investingPersonalized financial guidance

Invest in stocks and ETFs with expert-built portfolios, personalized guidance, and automation. This app helps everyday Americans grow their money for retirement, future goals, or as first-time investors. It offers tools like automated investing, a stock-back debit card, and financial coaching.

(311K)

Autopilot: Automated Investing

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.

(23K)

Acorns: Save & Invest Money

ETF, Stock Investing & Savings

Automated investingInvest spare changeRecurring investments

This app automates saving, investing, and spending to help you grow your financial wellness. It allows you to invest spare change, set recurring investments, and even invest in Bitcoin. You can also save for emergencies, retirement, and your children's futures.

(960K)

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.

(49)

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)

iFlip: Automated AI Investing

Protect and Grow Wealth

Automated AI investingSmartFolios for stock/ETF analysisRisk minimization and volatility management

This automated investing platform uses proprietary AI to analyze stocks and ETFs, aiming to protect wealth and outperform the market. It dynamically adjusts investments based on market volatility, helping users minimize risk and maximize returns.

(115)

AllocatR: Portfolio Rebalancer

Multi-Model Portfolio Tool

Smart rebalancing calculationsMultiple portfolio modelsComplete privacy & local storage

This tool simplifies portfolio rebalancing for investors and financial advisors. It calculates exact buy/sell amounts to maintain target allocations and offers robust privacy with local data storage. Manage multiple client models and rebalance portfolios offline.

(4)

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.

Savings, investments, advice

(7)

free

Farther: Invest & Save

Personalized financial adviceAlgorithmically-managed portfoliosTax-reducing strategies

This app offers personalized financial guidance and investment management to help users grow their wealth and avoid costly mistakes. It leverages technology for efficient cash growth, goal-based investing, and tax optimization, providing a clear overview of finances.

Manage your savings, investments, and access financial advice conveniently from your mobile device. Get a professionally managed portfolio tailored to your goals and track your progress with an intuitive dashboard. Enjoy low fees and a free high-interest savings account.

Professionally managed portfoliosPersonalized investment matchingOn-the-go savings and recurring deposits

(8)

Simple portfolio rebalancing

SixtyForty

Asset allocation error summaryHistory plots for volatilityRebalance with cash flows

This tool helps DIY investors track their portfolios and determine if rebalancing is necessary. It visualizes asset allocation errors and account volatility, allowing for manual data entry without account access. The free version supports one account, with a Pro upgrade available for multiple accounts.

🔧 Utilities

(3)

Stack: Learn & Investing Coach

Learn Stocks. Trade risk-free.

Frec: Tax-aware investing

📚 Education

(0)

Direct indexing & long short

Direct indexing with customizable stock/sector weightsLong/short direct indexing for factor tiltsDiversify concentrated stocks with minimal tax impact

Manage investments and control your financial future with direct indexing, customizable portfolios, and tax-loss harvesting. Access cash through a portfolio line of credit and earn more on idle cash with secure Treasury options.

(39)

Moola Invest: Easier Investing

Crypto & Stock Market Trading

Trade stocks, ETFs, and cryptoAI-driven investment recommendationsInvest with as little as $5

This app simplifies investing in stocks, ETFs, and cryptocurrencies with AI-powered guidance. Start with as little as $5 and benefit from data-driven recommendations, commission-free trading, and interest on cash balances. It also offers retirement accounts and educational resources.

(157)

Parrot Finance: Easy Investing

Invest like the 1%

Connect existing brokerage accountsSubscribe to curated portfoliosAutomatic trade replication

Invest using strategies from top hedge funds and asset managers. Connect your existing brokerage account and automatically replicate trades from curated portfolios. Diversify across stocks and ETFs with proven strategies.

(111)

Ellevest: Investing for women

Build wealth for your future.

Personalized investment portfoliosFinancial planning servicesImpact investing options

This platform offers personalized investment portfolios designed specifically for women, addressing unique financial challenges. It provides expert financial planning, impact investing options, and tools to help users achieve their financial goals. Access market insights and build wealth for your future.

(5.8K)

Cashflow +: ETF & Investing

ETF, Stocks & Wealth Building

ETF and stock savings plansDividend and passive income strategiesChart analysis for market understanding

Learn to build wealth with ETFs and stocks through simple, step-by-step lessons. Understand dividends, chart analysis, and P2P lending without jargon. Get ready-made portfolio examples to start investing confidently.

📚 Education

(0)