Best Investment Company Series Class Csv Apps

209+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated May 2026

Out of 209+ investment company series class csv apps on iOS, 20 are free and the rest sit in the paid tier. This page sorts them so you can compare both sides before you commit.

Top Picks for Investment Company Series Class Csv

Carta - Manage Your Equity#1

Carta - Manage Your Equity by eShares, Inc.

All things equity in one place
Editor's Choice
💰 Finance
4.8😞(9.1K ratings)
FreeAds
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Manage all aspects of equity, business building, and investment in one platform. Take control of your equity grants and options by downloading the app now.

What We Love

  • 👍 Easy to use
  • 🚀 Intuitive interface
  • 💡 Useful simulation feature
  • 🔒 Secure login with Face ID

Room to Improve

  • 🐛 Login issues and app crashes
  • ⚠️ Limited functionality compared to website
  • 🔍 Lack of detailed information and visibility
Betterment Invest & Save Money#2

Betterment Invest & Save Money by Betterment

Investments & Cash Accounts
Strong Contender
💰 Finance
4.8😐(62K ratings)
FreeAds
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An innovative investment platform designed to help users grow their wealth through automated investing, personalized advice, and goal-based strategies. Start investing smarter today for a more secure financial future.

What We Love

  • 💰 High yield savings account
  • 🔍 Easy to link and manage accounts
  • 🤖 Automated investing and portfolio management
  • 👨‍💻 Responsive customer service

Room to Improve

  • 🤖 Automated investing underperforms manual investing
  • 🤔 Unclear account selection when making deposits
  • ⏱️ Slow transfer and withdrawal process
Wealthfront: Save and Invest#3

Wealthfront: Save and Invest by Wealthfront, Inc.

Saving, investing, stocks.
Worth Considering
💰 Finance
4.8😊(17K ratings)
FreeAds
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An application for saving, investing, and trading in stocks with high interest rates for cash savings, automated portfolio management for low-risk bond ETFs, personalized automated index fund investments, and commission-free stock investing. It offers a streamlined approach to managing finances and building wealth in one place. Start managing your finances smarter today!

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

Room to Improve

  • 🚫 Not good for IRA and investing accounts
  • 🚫 Great APY, Terrible Features and Compatability
  • 🐛 Alas...

More Investment Company Series Class Csv apps to explore

4
AlRajhi Capital
AlRajhi Capital
AlRajhi Capital
Invest with expertise
Free

"Access all your investment needs in one platform with a user-friendly app. Buy and sell stocks in Tadawul Saudi Market, invest in global markets, and explore a wide selection of mutual funds for various investment options. Whether you're new or experienced, our app is designed for easy navigation and informed decision-making. Get started today!"

💰 Finance
(17K)
5
Titan: Your Investment Team
Titan: Your Investment Team
Titan: Your Investment Team
Investing, Wealth Management
Free

Titan is a comprehensive wealth platform that offers free net worth tracking, the ability to benchmark against peers, trade and invest with no fees, and access advanced investment products. With a focus on providing a smarter approach to investing, users can manage their entire financial picture in one place, including individual stock trading, professional investment management, and alternative investment options. Download the app to start tracking your net worth for free and take control of your finances seamlessly.

💰 Finance
(7K)
6
Autopilot: Automated Investing
Autopilot: Automated Investing
Autopilot: Automated Investing
In your own brokerage account
Free

Automate your portfolio by copying top traders in real-time with Autopilot - Investment App. Connect your brokerage account to follow experienced traders and join the Autopilot Club for exclusive benefits.

💰 Finance
(16K)
7
M1: Invest & Bank Smarter
M1: Invest & Bank Smarter
M1: Invest & Bank Smarter
Manage Money, Build Wealth
Free

An investment app designed to help users easily track and manage their investment portfolios with real-time updates, personalized recommendations, and insightful analytics. Start making informed investment decisions today with our user-friendly platform.

💰 Finance
(73K)
8
Wave: Small Business Software
Wave: Small Business Software
Wave: Small Business Software
Invoice, scan receipts & more
Free

Wave: Small Business Software helps streamline your business finances with features like invoicing and receipt scanning. Simplify your accounting processes and stay organized with this all-in-one solution. Try it today to take control of your small business finances.

💼 Business
(6.6K)
9
Astor: AI Investment Advisor
Astor: AI Investment Advisor
Astor: AI Investment Advisor
Talk to your investments
Free
💰 Finance
(192)
10
Morningstar Investor
Morningstar Investor
Morningstar Investor
by Morningstar, Inc.
Free

Discover a comprehensive investment app that offers market monitoring, portfolio tracking, analyst research, and real-time quotes. Access premium investment data, news, and videos, and enjoy seamless account integration for registered users. Join now for a wealth of financial resources and tools.

💰 Finance
(7K)
11
Company 360: Stock Analysis
Company 360: Stock Analysis
Company 360: Stock Analysis
Invest with confidence
Free

This investment application provides users with comprehensive tools and data to evaluate a company's financial health, identify undervalued stocks, and make informed investment decisions with confidence. By downloading the app, users can access intrinsic value formulas, probability models, and market trends to conduct thorough due diligence and stay ahead of the curve.

💰 Finance
(30)
12
Quartr: Financial Research
Quartr: Financial Research
Quartr: Financial Research
Live earnings calls & AI chat
Free

Get real-time market insights with this app trusted by millions globally. Access live calls, transcripts, documents, and stay up-to-date with tailored notifications and keyword alerts. Increase productivity by following companies, searching transcripts, and syncing data across platforms.

💰 Finance
(448)
13
Stock Events Portfolio Tracker
Stock Events Portfolio Tracker
Stock Events Portfolio Tracker
Stocks, Portfolio & Dividends
Free

Track important stock market events, dividends, earnings, and IPOs with a comprehensive portfolio and dividend tracker. Stay informed about economic events, receive price alerts, follow friends' investments, and access detailed information on stocks, ETFs, commodities, bonds, indices, and crypto. Upgrade to Stock Events PRO for additional features. Visit the app for more details.

💰 Finance
(2.1K)
14
PitchBook Mobile
PitchBook Mobile
PitchBook Mobile
VC, PE and M&A data
Free

PitchBook Mobile is a comprehensive application for venture capital, private equity, and merger and acquisition professionals. Stay updated on industry news, track deals, and access financial data on the go. Download now to streamline your investment research and decision-making.

💰 Finance
(1K)
15
Investment Calculator - Calc
Investment Calculator - Calc
Investment Calculator - Calc
Compound interest, financial
Free

An investment calculator app that helps users track and optimize their investments over time with detailed growth tables, charts, and financial metrics like ROI. Subscribe for unlimited access to features like investment data storage, goal duration calculation, and contribution planning. Make informed investment decisions and stay financially savvy! Contact us for any requests or questions. Visit our Facebook page for more information.

💰 Finance
(1.6K)
16
Stessa: Smart Rental Manager
Stessa: Smart Rental Manager
Stessa: Smart Rental Manager
Landlord income & expenses
Free

Track and manage rental property income, expenses, and other financial aspects efficiently with our application. Stay organized and make informed decisions easily. Try it out now for hassle-free property management."

💼 Business
(5.3K)
17
Firstrade: Invest & Trade
Firstrade: Invest & Trade
Firstrade: Invest & Trade
Stocks, Options, ETFs.
Free

A commission-free investment app that allows users to trade stocks, ETFs, options, and mutual funds with no commission fees. Start investing easily and grow your portfolio with powerful tools and real-time market data.

💰 Finance
(8.1K)
18
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)
19
Investment Calculator (Past)
Investment Calculator (Past)
Investment Calculator (Past)
Stock Calculator
Free

This application allows users to calculate the potential value of their investments by determining how much money they would have if they had invested in a particular stock or financial commodity in the past. It provides key metrics, such as return on investment and number of stocks bought, and offers a visual representation of the stock's performance over time, helping users make informed decisions.

💰 Finance
(30)
20
Monorail: America’s Invest App
Monorail: America’s Invest App
Monorail: America’s Invest App
Stocks, ETFs, Retirement
Free

Monorail is a comprehensive investing platform that allows users to manage their investment portfolios, track performance, and access analytical tools for informed decision-making. Start investing smarter with Monorail today!

💰 Finance
(287)