Best Investment Assistant Apps

205+ iOS apps curated and reviewed

4.7 avg rating
20 free apps
Updated June 2026

With an average user rating of 4.7★, the investment assistant category is one of the App Store's strongest. Browse all 205+ apps we track, sorted so the most loved ones surface first.

Top Picks for Investment Assistant

Iwencai-Investment Assistant#1

Iwencai-Investment Assistant by Zhejiang flush fund sales Co. Ltd.

AI Stock Picking & Analysis
Editor's Choice
💰 Finance
5.0(7 ratings)
Free
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This AI-powered investment tool helps retail investors make informed decisions with professional-level analysis, stock selection, and decision-making capabilities in natural language. With various features such as AI stock picking, analysis, event prediction, and market monitoring, it simplifies complex investments, allowing users to leave the heavy lifting to AI and make smarter investment choices.

Profit AI - Trading Assistant#2

Profit AI - Trading Assistant by Valenyr Information Technology Consultants FZCO

Stock & Crypto Chart Analysis
Strong Contender
💰 Finance
4.7😞(1.9K ratings)
FreeAdsIn-App Purchases
#53in Finance
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Profit AI is an AI-powered trading assistant that helps users analyze stock and cryptocurrency charts, providing insights on market trends, key indicators, and potential trade opportunities to guide their decision-making and trade with more confidence and efficiency.

What We Love

  • 🙌 Accurate predictions
  • 📊 Easy-to-use charts
  • 💰 Helped make profitable trades

Room to Improve

  • 🤔 Misleading information
  • 💸 Costly subscription
  • 🤖 Unreliable AI analysis
EFE#3

EFE by Edelman Financial Engines, LLC

Your Investment Advisor
Worth Considering
💰 Finance
4.6😐(7.3K ratings)
FreeAds
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Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.

What We Love

  • 👍 User-friendly
  • 🚀 Easy to navigate
  • 💡 Comprehensive account information
  • 🔒 Secure login process

Room to Improve

  • 🐛 Inconsistent data updates
  • 🔍 Limited functionality compared to website
  • 🔍 Difficulty linking external accounts

More Investment Assistant apps to explore

4
StockLift: AI Invest & Trade
StockLift: AI Invest & Trade
StockLift: AI Invest & Trade
Your AI Investing Assistant
Free

StockLift is a social media platform for investors offering tools to connect with financial advisors, track portfolios, and analyze diversification. Link your brokerage account for real-time updates, diversification breakdowns, and a Diversification Score to optimize your investment strategy. Join now to revolutionize your approach to investing!

💰 Finance
(48)
5
MAXE: AI stock invest tracker
MAXE: AI stock invest tracker
MAXE: AI stock invest tracker
Portfolio trade news assistant
Free

Introducing an AI investment assistant that tracks reliable assets, provides insights from top investors, and offers integrated wealth management capabilities. Navigate the market with ease and efficiency. Let this AI assistant empower you for smarter wealth management.

💰 Finance
(2)
6
ChatGO: AI Chat 5.0 Assistant
ChatGO: AI Chat 5.0 Assistant
ChatGO: AI Chat 5.0 Assistant
Ask, Learn&Create with Chatbot
Free

Get instant writing help and guidance with an AI-powered chat writing assistant. Enhance your writing skills with personalized tips and suggestions.

🎬 Entertainment
(166)
7
Alinea: Automated Investing
Alinea: Automated Investing
Alinea: Automated Investing
Expert Portfolios, AI Insights
Free

Learn how to invest and build wealth with our personalized investing app. Let us handle the investing while you watch your wealth grow.

💰 Finance
(88K)
8
Astor: AI Investment Advisor
Astor: AI Investment Advisor
Astor: AI Investment Advisor
Talk to your investments
Free
💰 Finance
(247)
9
Chart AI - Trading Assistant
Chart AI - Trading Assistant
Chart AI - Trading Assistant
Get Instant Technical Analysis
Free
💰 Finance
(448)
10
Snowball Analytics
Snowball Analytics
Snowball Analytics
Portfolio & Dividend Tracker
Free

Snowball Analytics: A comprehensive portfolio management tool that aggregates and analyzes your financial data to provide insights and recommendations for your investments. Take control of your portfolio efficiently and make informed decisions for your financial future.

💰 Finance
(8)
11
Kolomoni Personal Banking
Kolomoni Personal Banking
Kolomoni Personal Banking
Secured Savings and Investment
Free

Manage your finances effortlessly with this app, which allows you to track income, pay bills, top-up betting wallets, analyze spending, and upgrade your account. Upgrade your savings and investment skills with our in-app educational services and take control of your financial goals.

💰 Finance
(597)
12
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.

💰 Finance
(177K)
13
LPL Account View
LPL Account View
LPL Account View
by LPL FINANCIAL CORPORATION
Free

Access your financial accounts conveniently on-the-go with the LPL Financial’s Account View mobile app. Monitor your portfolio, track balances and transactions, manage accounts securely with biometric login, and stay informed with daily market updates. Take control of your financial aspirations with this comprehensive financial solution.

💰 Finance
(3.4K)
14
Robinhood: Trading & Investing
Robinhood: Trading & Investing
Robinhood: Trading & Investing
BTC, Crypto, Stocks & Options.
Free

Discover a user-friendly investment app offering a range of financial instruments like stocks, options, ETFs, and cryptocurrency through Robinhood Financial. Take control of your finances effortlessly.

💰 Finance
(4.8M)
15
Finelo: Master Trading
Finelo: Master Trading
Finelo: Master Trading
Become an expert in trading
Free

Transform your investing skills with Finelo, the ultimate platform for learning about trading and investing through interactive courses and a real-world market simulator. Whether you're a beginner or an experienced trader, Finelo has everything you need to enhance your investment knowledge. Start your journey to becoming an expert today!

📚 Education
(98K)
16
Wealthscape Investor℠
Wealthscape Investor℠
Wealthscape Investor℠
by National Financial Services LLC
Free

Access your managed brokerage accounts with ease using this app, featuring advanced security measures like biometric login and two-factor authentication. Enjoy convenient self-service capabilities and access account information effortlessly, including statements, tax forms, and more. To get started, contact your financial institution to enroll in Wealthscape Investor or Online Brokerage.

💰 Finance
(19K)
17
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
The app for all things money
Free

A comprehensive financial app that combines banking and automotive services, offering an all-in-one solution for managing finances and car-related needs. Simplify your financial life and streamline car-related tasks in one convenient app.

💰 Finance
(109K)
18
PhonePe: Secure Payments App
PhonePe: Secure Payments App
PhonePe: Secure Payments App
UPI, Recharges, Bills Payments
Free

A versatile payments app offering BHIM UPI, bill payments, recharges, and more. Seamlessly manage transactions and investments in one place. Download now for secure and convenient financial management.

💰 Finance
(161K)
19
MYTHEO+ Assist
MYTHEO+ Assist
MYTHEO+ Assist
Digital Investment Manager
Free
💰 Finance
(0)
20
Compound Interest Calc
Compound Interest Calc
Compound Interest Calc
Plan | Invest | Retire
Free

This application helps users plan, invest, and retire by calculating the future value of their investments using a predictive formula based on compound interest. Start investing today to potentially become a millionaire in the future!

💰 Finance
(220)