Best Investment Planner Apps

233+ iOS apps curated and reviewed

4.7 avg rating
20 free apps
Updated July 2026

Every iPhone needs a few good investment planner apps. We benchmark 233+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.

Compare top Investment Planner Apps (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Mobills - Budget PlannerMobills - Budget PlannerFree4.7★ (4.3K)YesYesJul 2026
2Stash: Investing made easyStash: Investing made easyFree4.7★ (311K)YesNoJul 2026
3Public: Invest & TradePublic: Invest & TradeFree4.7★ (84K)YesNoJul 2026
4Ellevest: Investing for womenEllevest: Investing for womenFree4.7★ (5.8K)YesNoJul 2026
5Betterment Invest & Save MoneyBetterment Invest & Save MoneyFree4.8★ (63K)YesNoJul 2026
6PeakPlanner – Track your moneyPeakPlanner – Track your moneyFreeNoNoMay 2026
7etoro: Trade & Investetoro: Trade & InvestFree4.4★ (9.8K)YesNoJul 2026
8Cowrywise: Save & Invest MoneyCowrywise: Save & Invest MoneyFree4.6★ (12K)NoNoJul 2026

Top Picks for Investment Planner

Mobills - Budget Planner#1

Mobills - Budget Planner by Toro Investimentos Ltda.

Financial and Bill Organizer
Editor's Choice
💰 Finance
4.7😞(4.3K ratings)
FreeAdsIn-App Purchases
Mobills - Budget Planner screenshot 1
Mobills - Budget Planner screenshot 2
Mobills - Budget Planner screenshot 3
Mobills - Budget Planner screenshot 4
Mobills - Budget Planner screenshot 5
Mobills - Budget Planner screenshot 6

Take control of your money with this comprehensive budget planning app. Track expenses, manage bills, and set financial goals to achieve peace of mind. Analyze your spending with intuitive graphs and reports.

What We Love

  • 👍 Helpful for managing finances
  • 🚀 Easy to use
  • 💡 Good features for budgeting and tracking expenses

Room to Improve

  • 🐛 Sync issues and inconsistent data across devices
  • 💰 Premium features too expensive
  • 🔒 Security and privacy concerns
Stash: Investing made easy#2

Stash: Investing made easy by Stash Financial, Inc.

Invest in Stocks and ETFs.
Strong Contender
💰 Finance
4.7😐(311K ratings)
FreeAds
Stash: Investing made easy screenshot 1
Stash: Investing made easy screenshot 2
Stash: Investing made easy screenshot 3
Stash: Investing made easy screenshot 4
Stash: Investing made easy screenshot 5
Stash: Investing made easy screenshot 6

Invest in stocks and ETFs with expert-built portfolios, personalized guidance, and automation. This app helps everyday Americans grow their money for retirement, future goals, or as first-time investors. It offers tools like automated investing, a stock-back debit card, and financial coaching.

What We Love

  • 👍 User-friendly interface
  • 💰 Fractional shares
  • 📚 Educational content
  • 🤖 Automated investing

Room to Improve

  • 🐛 App crashes frequently
  • ⏱️ Slow trade execution
  • 🕰️ Delayed market data
Public: Invest & Trade#3

Public: Invest & Trade by Open to the Public Investing, Inc.

Stocks, Crypto, Options, Bonds
Worth Considering
💰 Finance
4.7😐(84K ratings)
FreeAds
Public: Invest & Trade screenshot 1
Public: Invest & Trade screenshot 2
Public: Invest & Trade screenshot 3
Public: Invest & Trade screenshot 4
Public: Invest & Trade screenshot 5
Public: Invest & Trade screenshot 6

Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.

What We Love

  • 🚀 Easy to use
  • 👍 Great community
  • 💡 Innovative features
  • 🚀 Smooth interface

Room to Improve

  • 🐛 Withdrawal issues
  • 🐛 Account freezing problems
  • 🐛 Delayed order execution

More Investment Planner apps to explore

4
Ellevest: Investing for women
Ellevest: Investing for women
Ellevest: Investing for women
Build wealth for your future.
Free

This platform offers personalized investment portfolios designed specifically for women, addressing unique financial challenges. It provides expert financial planning, impact investing options, and tools to help users achieve their financial goals. Access market insights and build wealth for your future.

Personalized investment portfoliosFinancial planning servicesImpact investing options
💰 Finance
(5.8K)
subscription
5
Betterment Invest & Save Money
Betterment Invest & Save Money
Betterment Invest & Save Money
Investments & Cash Accounts
Free

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.

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts
💰 Finance
(63K)
free with in-app purchases
6
PeakPlanner – Track your money
PeakPlanner – Track your money
PeakPlanner – Track your money
India's #1 Financial Planner
Free

Manage your investments, net worth, and financial goals with this comprehensive personal finance dashboard. Track mutual funds, assets, liabilities, and receive personalized recommendations from your financial advisor.

Track mutual funds and investmentsMonitor net worth and assets/liabilitiesView financial planning reports
💰 Finance
(0)
free
7
etoro: Trade & Invest
etoro: Trade & Invest
etoro: Trade & Invest
Stocks, crypto, ETFs & Options
Free

Invest in stocks, ETFs, and cryptocurrencies with zero commissions. Earn interest on your cash balance and explore options trading. Connect with a community of investors and practice with virtual funds.

Zero commission stock and ETF investingBuy popular cryptocurrenciesHigh-Interest Cash Program
💰 Finance
(9.8K)
free with in-app purchases
8
Cowrywise: Save & Invest Money
Cowrywise: Save & Invest Money
Cowrywise: Save & Invest Money
Save. Invest. Get richer daily
Free

Securely save and invest money with access to Nigerian mutual funds and stocks. Automate savings, earn competitive interest, and build wealth at your own pace. Your funds are professionally managed and protected by robust security measures.

Automated savings plansEarn double-digit interestGroup savings with Circles
💰 Finance
(12K)
free with in-app purchases
9
Empower ®
Empower ®
Empower ®
Plan, save, invest, retire
Free

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.

Consolidated account viewRetirement planningBudget tracking
💰 Finance
(397K)
free with in-app purchases
10
E*TRADE: Invest. Trade. Save.
E*TRADE: Invest. Trade. Save.
E*TRADE: Invest. Trade. Save.
Stocks, options, mutual funds
Free

This app simplifies investing, banking, and trading for users of all experience levels. It provides commission-free trades, research tools, educational resources, and high-yield savings options.

Commission-free stock, ETF, and options tradesMutual fund tradingProfessionally built portfolios
💰 Finance
(381K)
free with in-app purchases
11
Edward Jones
Edward Jones
Edward Jones
Track your goals on-the-go
Free

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

View account holdings and performanceTrack progress toward financial goalsMessage and share documents with team
💰 Finance
(134K)
free
12
PiggyVest: Save & Invest Today
PiggyVest: Save & Invest Today
PiggyVest: Save & Invest Today
Save, Invest & Manage Money
Free

This platform offers a comprehensive suite of tools for saving, investing, and managing your finances. It provides various savings options, from automated plans to goal-oriented saving, and allows secure investment in diverse assets with competitive returns. The service prioritizes security and transparency, with a proven track record and regulatory compliance.

Automated daily, weekly, or monthly savingsGoal-based and group savingsFixed-term savings with upfront interest
💰 Finance
(6.9K)
free
13
Finimize: Investing Insights
Finimize: Investing Insights
Finimize: Investing Insights
Daily finance news + research
Free

Get curated, jargon-free financial insights from expert analysts in minutes daily. Understand markets, trends, and strategies to become a smarter investor. Access audio and text content, plus connect with a global investor network.

Jargon-free finance insightsDaily market analysisAudio and text content
💰 Finance
(8K)
free with in-app purchases
14
EFE
EFE
EFE
Your Investment Advisor
Free

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.

Track retirement goal progressView total portfolio and account detailsLink outside accounts
💰 Finance
(7.4K)
ad-supported
15
Farther: Invest & Save
Farther: Invest & Save
Farther: Invest & Save
Savings, investments, advice
Free

This app offers personalized financial guidance and investment management to help users grow their wealth and avoid costly mistakes. It leverages technology for efficient cash growth, goal-based investing, and tax optimization, providing a clear overview of finances.

Personalized financial adviceAlgorithmically-managed portfoliosTax-reducing strategies
💰 Finance
(164)
free
16
SMART INVESTMENT PLANNER (SIP)
SMART INVESTMENT PLANNER (SIP)
SMART INVESTMENT PLANNER (SIP)
by RED VISION COMPUTER TECHNOLOGIES PRIVATE LIMITED
Free
💰 Finance
(0)
17
Thrift Savings Plan
Thrift Savings Plan
Thrift Savings Plan
Official app of the TSP
Free

Manage your Thrift Savings Plan (TSP) account directly from your mobile device. Review your account summary, track investment performance, and make changes to your investment mix. The app also facilitates secure document submission and mobile check deposits for rollovers.

Access TSP account summaryCheck investment performanceChange investment mix
💼 Business
(105K)
free
18
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Saving, investing, stocks.
Free

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing
💰 Finance
(17K)
free with in-app purchases
19
Webull: Investing & Trading
Webull: Investing & Trading
Webull: Investing & Trading
Stocks, Options, Crypto, ETFs
Free

Trade stocks, options, crypto, and ETFs with $0 commissions. Access advanced trading tools, AI market analysis, and practice risk-free with paper trading. Manage wealth with cash management and IRA matching options.

$0 commissions on stocks, ETFs, and optionsTrade crypto, futures, and sports/index eventsAI-powered market analysis tools
💰 Finance
(338K)
free with in-app purchases
20
Investment - Compound Interest
Investment - Compound Interest
Investment - Compound Interest
Savings, Retirement Calculator
Free

Calculate the future value of your investments with various compounding frequencies and addition options. This tool supports duration and withdrawal modes to help you plan your financial future.

Multiple compounding frequencies (weekly, monthly, yearly)Periodic, annual, and specific additionsDuration mode for long-term planning
💰 Finance
(48)
ad-supported

FAQ about Investment Planner

What are the best investment planner apps for iPhone?
Mobills - Budget Planner tops our investment planner apps ranking as of July 2026, with a 4.7-star average from 4.3K App Store ratings, and it's free to download.
Yes — 20 of the top investment planner apps we rank are free to download, including Mobills - Budget Planner and Stash: Investing made easy.
Mobills - Budget Planner shows ads and offers in-app purchases, according to its App Store listing as of July 2026.
We track 233+ investment planner apps on the iOS App Store as of July 2026, ranked by rating, recency, and analysis of real user reviews.
Mobills is a personal finance and budget planning application designed to help users take control of their money. It allows you to create custom monthly budgets, track expenses and income, manage credit cards, and set financial goals. The app also provides bill payment reminders and offers insights into spending habits through graphs and reports.
Key features include expense and income tracking, custom budget creation, credit card management with limit tracking, bill payment alerts, financial goal setting, and detailed graphs and reports for financial analysis. It also offers cloud synchronization for online and offline use, receipt storage, and debt control features.

Related searches