Best Investment Dashboard App

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.

(177K)

Ally: Bank, Auto & Invest

The app for all things money

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

(113K)

Dashboard - Portfolio Tracker

Track Stocks, ETFs & Crypto

Plan, save, invest, retire

Consolidated account viewRetirement planningBudget tracking

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.

(404K)

Computershare Investor Center

Shareholding, secure & simple

Access portfolioDownload tax formsTrack investments

Manage your shareholdings conveniently on the go. Access your portfolio, download important documents, and track your investments securely. You can also manage holding details and buy or sell shares.

(1.8K)

by National Financial Services LLC

Wealthscape Investor℠

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders

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 order submissions. Enhanced security features ensure your financial data is protected.

(19K)

Park Avenue® Wealth Management

by Park Avenue Securities

Account balances and holdingsInvestment performance trackingPortfolio allocation overview

Access your investment accounts, view balances, track performance, and manage transactions on the go. Securely store and share documents with your advisor. Requires an existing account with Park Avenue Securities.

(24)

RAFA - AI Investment Agents

Stocks, ETFs, Options, Crypto

Personalized AI Investing AgentsFundamental & Technical AnalysisPortfolio Strategy & Risk Analysis

This app provides a personalized team of AI investment agents specializing in various market analyses. They monitor your portfolio and markets, learn from your trading behavior, and offer actionable strategies to maximize returns and develop investing discipline.

(41)

Robinhood: Trading & Investing

Stocks, ETFs, Crypto & Options

Commission-free stock, ETF, and options tradingCrypto trading with low costsAdvanced charting and technical indicators

Invest in stocks, ETFs, options, and crypto with commission-free trading. Utilize advanced charting tools, price alerts, and technical indicators to inform your strategies. Access prediction markets for event-based trading and earn interest on uninvested cash with a premium subscription.

Plynk: Grow as an Investor

(4.8M)

freemium

Invest in Stocks & Funds

Trade stocks, funds, and cryptoCommission-free on stocks & ETFsLearn investing basics

Learn and trade stocks, funds, and crypto with a simplified investing experience. Start with as little as $1 and benefit from commission-free trading on stocks and ETFs. Explore investment ideas, practice with simulated trading, and access educational resources.

(2.8K)

Black Star - A better way.

A better way to invest

Automated portfolio managementDiverse asset classesFull investment control

This investment platform offers automated portfolio management and diverse asset classes for both new and experienced investors. Gain full control and transparency over your financial assets with a user-friendly interface.

(32)

American Century Investments

Invest for What Matters Most

View account balances and performanceInteractive balance history chartsMake additional investments

Manage your investments on the go with this app. Track balances, view performance, make additional investments, and access important documents. It helps you stay informed about market activity and your financial goals.

(15)

NerdWallet: Smart Money App

Track, Save & Invest

Track cash, investments, credit cards, loans, and propertyMonitor and cancel recurring bills and subscriptionsActionable financial insights on credit score and cash flow

This app helps you manage your finances by tracking spending, monitoring bills, and providing insights into your credit score and cash flow. It also offers opportunities to earn interest on cash, invest in Treasury Bills, and automate investments.

(125K)

by INVESTCORP ASSET MANAGEMENT LIMITED

InvestCorp Mobile App

Account snapshot viewInvestment statement viewingTop-up and debit setup

Manage your investment accounts on the go with quick access to account snapshots, statements, and easy transaction options. Securely update your personal information and top up your investments anytime, anywhere.

(3)

by Financial Planning Fort Collins, LLC

FPFoCo Mobile Dashboard

View portfolio and position valuesTrack allocationsMonitor performance

Manage your investments with ease. View portfolio details, allocations, and performance. Access statements, connect with your advisor, and schedule appointments directly from your mobile device.

(2)

SEI Connect - Investor

Powering Wealth

Biometric loginPush notificationsDocument scanner

Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.

by Advisors Excel, LLC

View client accountsPortfolio value trackingHolding summaries

This platform allows advisors and clients to easily access and view client accounts, portfolio values, holding summaries, and performance reports. It also provides quick access to advisor contact information.

(3)

8FIGURES: Net Worth Tracker

Track Investments, Get Advice

AI-driven investment insightsReal-time portfolio and net worth trackingLink bank accounts, brokers, and crypto wallets

This app provides AI-driven insights for smarter investing and portfolio management. It tracks net worth, analyzes diversification, and offers actionable alerts to help users grow wealth and manage risks effectively.

(55)