Best Investment Income Planner Apps

209+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated June 2026

Whether you're new to investment income planner or looking for an upgrade, our curated collection of 209+ iOS apps has something for everyone. Each app is reviewed and rated by real users, helping you make an informed decision.

Top Picks for Investment Income Planner

EFE#1

EFE by Edelman Financial Engines, LLC

Your Investment Advisor
Editor's Choice
๐Ÿ’ฐ Finance
4.6๐Ÿ˜(7.3K ratings)
FreeAds
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Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

What We Love

  • ๐Ÿ‘ User-friendly
  • ๐Ÿš€ Easy to navigate
  • ๐Ÿ’ก Comprehensive account information
  • ๐Ÿ”’ Secure login process

Room to Improve

  • ๐Ÿ› Inconsistent data updates
  • ๐Ÿ” Limited functionality compared to website
  • ๐Ÿ” Difficulty linking external accounts
Betterment Invest & Save Money#2

Betterment Invest & Save Money by Betterment

Investments & Cash Accounts
Strong Contender
๐Ÿ’ฐ Finance
4.8๐Ÿ˜(62K ratings)
FreeAds
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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.

What We Love

  • ๐Ÿ’ฐ High yield savings account
  • ๐Ÿ” Easy to link and manage accounts
  • ๐Ÿค– Automated investing and portfolio management
  • ๐Ÿ‘จโ€๐Ÿ’ป Responsive customer service

Room to Improve

  • ๐Ÿค– Automated investing underperforms manual investing
  • ๐Ÿค” Unclear account selection when making deposits
  • โฑ๏ธ Slow transfer and withdrawal process
Monarch: Budget & Track Money#3

Monarch: Budget & Track Money by Monarch Money, Inc.

Spending, Net Worth, Investing
Worth Considering
๐Ÿ’ฐ Finance
4.9๐Ÿ˜Š(96K ratings)
FreeAdsIn-App Purchases
#6in Finance
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Consolidate all your financial accounts into a single, intuitive dashboard. Track spending, manage budgets, monitor investments, and collaborate with others to achieve your financial goals with actionable insights.

What We Love

  • ๐Ÿ’ป Extremely customizable
  • ๐Ÿค Great for couples
  • ๐Ÿ” Comprehensive budgeting and net worth tracking
  • ๐Ÿ“ˆ Excellent data visualization

Room to Improve

  • ๐Ÿ” Recurring account disconnection issues
  • ๐Ÿ‡จ๐Ÿ‡ฆ Limited support for Canadian users
  • ๐Ÿ’ฐ Expensive subscription cost

More Investment Income Planner apps to explore

4
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
๐Ÿ’ฐ Finance
(2.1K)
freemium
5
Stock Events Portfolio Tracker
Stock Events Portfolio Tracker
Stock Events Portfolio Tracker
Stocks, Portfolio & Dividends
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
๐Ÿ’ฐ Finance
(2.1K)
freemium
6
Retirement Calculator, Planner
Retirement Calculator, Planner
Retirement Calculator, Planner
Preparing finances for old age
Free

This app helps you plan your retirement finances with personalized guidance and detailed schedules. It offers accurate calculations for savings and withdrawals, allowing you to track your progress and adjust your strategy for financial freedom.

Accurate retirement savings calculationsPersonalized saving strategy adviceDetailed annual contribution and distribution schedule
๐Ÿ’ฐ Finance
(307)
subscription
7
Retirement Income Calc
Retirement Income Calc
Retirement Income Calc
Retirement Calculator
Free
๐Ÿ’ฐ Finance
(0)
8
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Savings and Investment Guide
Free

This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.

Wealth managementInvestment planningRetirement planning
๐Ÿ’ฐ Finance
(14)
ad-supported
9
BPAS University
BPAS University
BPAS University
The Road to Financial Security
Free

This app simplifies retirement and benefit planning with educational resources and tools. Access a virtual classroom, savings calculators, and risk assessment to optimize your financial future. Learn about investing, health savings accounts, and more to achieve financial security.

Virtual classroom with educational multimediaSavings calculators and planning guidesSocial Security estimates
๐Ÿ“š Education
(1.6K)
free
10
Astor: AI Investment Advisor
Astor: AI Investment Advisor
Astor: AI Investment Advisor
Talk to your investments
Free

This AI-powered advisor analyzes your investment portfolio, identifies gaps, and guides you toward smarter financial decisions. It offers 24/7 AI-driven insights, connects all your accounts, and provides performance comparisons and market recaps.

AI investment advisorPortfolio analysisConnect financial accounts
๐Ÿ’ฐ Finance
(260)
free with in-app purchases
11
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
๐Ÿ’ฐ Finance
(177K)
free
12
Robinhood Trading & Investing
Robinhood Trading & Investing
Robinhood Trading & Investing
BTC, Crypto, Stocks & Options.
Free

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.

Commission-free stock, ETF, and options tradingCrypto trading with low costsAdvanced charting and technical indicators
๐Ÿ’ฐ Finance
(4.8M)
freemium
13
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
๐Ÿ’ฐ Finance
(6.4K)
free with in-app purchases
14
Investment Calculator - Calc
Investment Calculator - Calc
Investment Calculator - Calc
Compound interest, financial
Free

Easily assess investment value over time with detailed tables and charts. Includes tools for ROI, duration, and contribution calculations. Save and track your financial journey.

Investment progression tables and chartsReturn on Investment (ROI) calculationInvestment duration and contribution planning
๐Ÿ’ฐ Finance
(1.6K)
subscription
15
PlanMode: Retirement Planner
PlanMode: Retirement Planner
PlanMode: Retirement Planner
Long-term Financial Planning
Free

This app helps you plan for your financial future by projecting your wealth over your lifetime. It analyzes potential shortfalls in retirement savings and allows you to test various financial scenarios to ensure you have sufficient resources.

Lifetime wealth projectionsRetirement savings gap analysisScenario testing for financial decisions
๐Ÿ’ฐ Finance
(105)
free with in-app purchases
16
MoneyCoach: Budget Planner
MoneyCoach: Budget Planner
MoneyCoach: Budget Planner
Spending Manager, Bill Tracker
Free

This app helps you manage your spending, track bills, and build healthy financial habits. It offers personalized budgets, smart goals, and real-time net worth tracking to reduce financial stress and increase your knowledge.

Family SyncPersonalized BudgetsSmart Goals
๐Ÿ’ฐ Finance
(310)
free with in-app purchases
17
Spending Tracker - Money Flow
Spending Tracker - Money Flow
Spending Tracker - Money Flow
Budget, Expense, Bill Manager
Free

Easily track your income and expenses to manage your finances. Offers customizable accounts, flexible budgeting, and secure synchronization across devices. Visualize your financial health with powerful reports and helpful tools.

Quick transaction addingCustomizable accounts and categoriesDevice synchronization
๐Ÿ’ฐ Finance
(693)
free with in-app purchases
18
Victory Capital
Victory Capital
Victory Capital
For Every Investor
Free

This app provides personalized investment recommendations and active portfolio management. It allows users to easily manage their accounts, track performance, and access investment insights to pursue financial goals.

Personalized investment recommendationsActive portfolio managementAccount management and tracking
๐Ÿ’ฐ Finance
(274)
free
19
IC Wealth
IC Wealth
IC Wealth
by IC GROUP LIMITED
Free

Effortlessly manage your investments with personalized portfolio creation. Automate your savings and payments to achieve financial goals like retirement or education funding. Receive expert guidance to navigate your investment journey.

Personalized portfolio creationAutomated investingDigital payments
๐Ÿ’ฐ Finance
(89)
ad-supported
20
TSP TIPS
TSP TIPS
TSP TIPS
Data-driven market strategy
Free

This app provides data-driven market analysis and recommendations to help you manage your TSP investments. It offers personalized strategies based on your risk tolerance and sends timely notifications to guide fund movements for growth and safety.

Data-driven market analysisPersonalized risk tolerance settingsInvestment recommendations
๐Ÿ’ฐ Finance
(144)
free with in-app purchases