Best Investment Dashboard App

0+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated June 2026

Looking for free investment dashboard app? 20 of our 0+ tracked titles are free to download — no subscription, no trial. The rest are premium picks worth paying for.

Compare top Investment Dashboard App (June 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1NerdWallet: Smart Money AppNerdWallet: Smart Money AppFree4.8★ (125K)YesNoAug 2026
2Empower ®Empower ®Free4.8★ (404K)NoNoAug 2026
3Ally: Bank, Auto & InvestAlly: Bank, Auto & InvestFree4.7★ (112K)NoNoAug 2026
4Copilot: Track & Budget MoneyCopilot: Track & Budget MoneyFree4.8★ (30K)NoYesAug 2026
5Vanguard: Save, Invest, RetireVanguard: Save, Invest, RetireFree4.6★ (177K)YesNoJul 2026
6Snowball AnalyticsSnowball AnalyticsFree4.8★ (2.1K)NoYesAug 2026
7Stock Events Portfolio TrackerStock Events Portfolio TrackerFree4.8★ (2.2K)NoYesAug 2026
8Schwab MobileSchwab MobileFree4.8★ (1.2M)NoNoAug 2026

Top Picks for Investment Dashboard App

NerdWallet: Smart Money App#1

NerdWallet: Smart Money App by NerdWallet

Track, Save & Invest
Editor's Choice
💰 Finance
4.8😐(125K ratings)
FreeAds
NerdWallet: Smart Money App screenshot 1
NerdWallet: Smart Money App screenshot 2
NerdWallet: Smart Money App screenshot 3
NerdWallet: Smart Money App screenshot 4
NerdWallet: Smart Money App screenshot 5
NerdWallet: Smart Money App screenshot 6

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.

What We Love

  • 💡 Helpful financial insights
  • 👍 User-friendly interface
  • 🚀 Comprehensive account tracking
  • 💡 Personalized recommendations

Room to Improve

  • 🐛 Frequent connection issues
  • 🐛 Inaccurate account balances
  • 🐛 Unreliable account linking
Empower ®#2

Empower ® by Empower Retirement, LLC

Plan, save, invest, retire
Strong Contender
💰 Finance
4.8😞(404K ratings)
Free
#56in Finance
Empower ® screenshot 1
Empower ® screenshot 2
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Empower ® screenshot 5
Empower ® screenshot 6

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.

What We Love

  • 👍 Good product overall
  • 🚀 Sleek design and robust performance
  • 🔒 Excellent customer service and support

Room to Improve

  • 🐛 Buggy and unreliable app
  • ⏱️ Slow loading times
  • 🤔 Missing key features and functionality
Ally: Bank, Auto & Invest#3

Ally: Bank, Auto & Invest by Ally Financial Inc.

The app for all things money
Worth Considering
💰 Finance
4.7😐(112K ratings)
Free
#71in Finance
Ally: Bank, Auto & Invest screenshot 1
Ally: Bank, Auto & Invest screenshot 2
Ally: Bank, Auto & Invest screenshot 3
Ally: Bank, Auto & Invest screenshot 4
Ally: Bank, Auto & Invest screenshot 5
Ally: Bank, Auto & Invest screenshot 6

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.

What We Love

  • 🚀 Reliable app performance
  • 👍 Helpful customer service
  • 💡 Useful savings buckets feature
  • 🚀 Immediate fund transfers

Room to Improve

  • 🐛 Frequent app crashes and bugs
  • 🕰️ Slow mobile check deposit processing
  • 🔒 Lack of VPN compatibility

More Investment Dashboard App apps to explore

4
Copilot: Track & Budget Money
Copilot: Track & Budget Money
Copilot: Track & Budget Money
Spending, investing, net worth
Free

This app provides a clear and simple way to manage your finances. It offers smart tools for categorizing spending, budgeting, and tracking investments, all with bank-level security and personalized support. Reclaim control of your financial data with an intuitive interface.

AI-powered transaction categorizationAdaptive budgeting based on habitsSubscription tracking
💰 Finance
(30K)
subscription
5
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

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.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
💰 Finance
(177K)
free
6
Snowball Analytics
Snowball Analytics
Snowball Analytics
Portfolio & Dividend Tracker
Free

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.

Consolidate multiple brokerage accountsTrack dividends and coupon incomeMonitor cash flow and set financial goals
💰 Finance
(2.1K)
freemium
7
Stock Events Portfolio Tracker
Stock Events Portfolio Tracker
Stock Events Portfolio Tracker
Dividend, Earnings & Finance
Free

Monitor your investments, including stocks, ETFs, and cryptocurrencies, and stay updated on dividends, earnings, and market events. Track portfolio performance, passive income, and receive alerts for key financial news.

Portfolio tracking for stocks, ETFs, bonds, and cryptoDividend income and ex-dividend date monitoringEarnings and IPO calendar with notifications
💰 Finance
(2.2K)
freemium
8
Schwab Mobile
Schwab Mobile
Schwab Mobile
Own your tomorrow®
Free

Manage your investments, research market trends, and conduct banking all within a single application. Track your portfolio, deposit checks, and trade stocks, ETFs, and options with intuitive tools and real-time insights.

Consolidated account viewMobile check depositIntuitive trade ticket
💰 Finance
(1.2M)
free with in-app purchases
9
Finelo: Master Trading
Finelo: Master Trading
Finelo: Master Trading
Become an expert in trading
Free

This app offers a comprehensive platform for learning and analyzing financial markets. It combines AI-powered tools for chart analysis with expert-led educational courses to help users trade smarter. Suitable for both beginners and experienced traders looking to improve their skills.

AI Chart AnalyzerSnap & Analyze chartsExpert trading courses
📚 Education
(99K)
subscription
10
Compound Interest Calc
Compound Interest Calc
Compound Interest Calc
Plan | Invest | Retire
Free

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.

Calculate investment growth with contributionsPlan retirement withdrawals with inflationInteractive growth and depletion charts
💰 Finance
(6.5K)
free with in-app purchases
11
Magnifi: Invest with AI
Magnifi: Invest with AI
Magnifi: Invest with AI
Plan, invest, analyze, grow
Free

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.

AI investing assistantInvestment search enginePersonalized investing plans
💰 Finance
(401)
free with in-app purchases
12
Plynk: Grow as an Investor
Plynk: Grow as an Investor
Plynk: Grow as an Investor
Invest in Stocks & Funds
Free

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.

Trade stocks, funds, and cryptoCommission-free on stocks & ETFsLearn investing basics
💰 Finance
(2.7K)
free with in-app purchases
13
Wealthscape Investor℠
Wealthscape Investor℠
Wealthscape Investor℠
by National Financial Services LLC
Free

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.

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders
💰 Finance
(19K)
free
14
RAFA - AI Investment Agents
RAFA - AI Investment Agents
RAFA - AI Investment Agents
Stocks, ETFs, Options, Crypto
Free

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.

Personalized AI Investing AgentsFundamental & Technical AnalysisPortfolio Strategy & Risk Analysis
💰 Finance
(41)
free with in-app purchases
15
InvestCorp Mobile App
InvestCorp Mobile App
InvestCorp Mobile App
by INVESTCORP ASSET MANAGEMENT LIMITED
Free

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.

Account snapshot viewInvestment statement viewingTop-up and debit setup
💰 Finance
(3)
free
16
LPL Account View
LPL Account View
LPL Account View
by LPL Financial
Free

Access your LPL financial accounts securely and conveniently from your mobile device. Track your portfolio, monitor transactions, and view account documents. Stay informed with daily market updates and investment research to help you reach your financial goals.

Monitor total portfolio valueTrack account balances and transactionsAnalyze asset allocations
💰 Finance
(4K)
free
17
iFlip: Automated AI Investing
iFlip: Automated AI Investing
iFlip: Automated AI Investing
Protect and Grow Wealth
Free

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.

Automated AI investingSmartFolios for stock/ETF analysisRisk minimization and volatility management
💰 Finance
(114)
subscription
18
Insights App Global Investment
Insights App Global Investment
Insights App Global Investment
Invest in Global Markets
Free

This platform leverages AI and machine learning to offer financial advisors tools for enhanced client service. It provides a suite of products designed to optimize investment strategies and client management.

AI and Machine Learning integrationInvestment platform for financial advisorsClient service enhancement tools
💰 Finance
(18)
free
19
Sahm - Stock Trading
Sahm - Stock Trading
Sahm - Stock Trading
Invest Stocks, Options & ETFs.
Free

Trade stocks, options, ETFs, and more across Saudi and U.S. markets. Open an account in minutes, exchange currencies instantly, and access Shariah-compliant options. Offers educational resources and competitive trading costs.

Trade stocks, options, ETFs, WarrantsManage Saudi and US markets in one portfolioInstant currency exchange
💰 Finance
(979)
free with in-app purchases
20
Save - Get more from your cash
Save - Get more from your cash
Save - Get more from your cash
Invest and save smarter
Free

This app offers a novel approach to saving and investing, aiming for better returns while protecting your deposits. Monitor your account balance, track investment performance, and earn rewards through a referral program.

Invest and save smarterCapital protected depositsMonitor account balance
💰 Finance
(52)
free

FAQ about Investment Dashboard App

What is the best investment dashboard app for iPhone?
NerdWallet: Smart Money App tops our investment dashboard app ranking as of June 2026, with a 4.8-star average from 125K App Store ratings, and it's free to download.
Yes — 20 of the top investment dashboard app we rank are free to download, including NerdWallet: Smart Money App and Empower ®.
NerdWallet: Smart Money App shows ads and has no in-app purchases, according to its App Store listing as of June 2026.
The NerdWallet app is a free personal finance tool that helps you track your money, save more, and invest. It provides a dashboard to monitor your cash, investments, credit cards, loans, and property, along with insights into your credit score and cash flow.
You can earn interest on your cash by opening a Cash Account offered by Atomic Brokerage, potentially earning a boosted APY for the first six months. The app also provides access to invest in U.S. Treasury Bills through Atomic Invest, where earned interest is tax-advantaged.