Best Investment Planner Apps

250+ iOS apps curated and reviewed

4.7 avg rating
20 free apps
Updated November 2026

Every iPhone needs a few good investment planner apps. We benchmark 250+ 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 (November 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Empower ®Empower ®Free4.8★ (425K)NoNoNov 2026
2Fidelity InvestmentsFidelity InvestmentsFree4.8★ (3.4M)NoNoNov 2026
3Enrich: Portfolio TrackerEnrich: Portfolio TrackerFree5.0★ (7)NoYesOct 2026
4Payday Planner: Save & InvestPayday Planner: Save & InvestFree5.0★ (7)NoYesNov 2026
5Wealthfront: Save and InvestWealthfront: Save and InvestFree4.8★ (18K)NoNoNov 2026
6Schwab Mobile: Invest & TradeSchwab Mobile: Invest & TradeFree4.8★ (1.2M)NoNoNov 2026
7Lincoln Investment EventsLincoln Investment EventsFree5.0★ (1)NoNoOct 2026
8Tortoise Investment ManagementTortoise Investment ManagementFree—NoNoOct 2026

Top Picks for Investment Planner

Empower ®#1

Empower ® by Empower Retirement, LLC

Plan, save, invest, retire
Editor's Choice
💰 Finance
4.8😞(425K ratings)
Free
#52in Finance
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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
  • 🤯 Confusing and unintuitive navigation
  • 💻 Forced to use app instead of website
  • 🇨🇦 Not compatible with Canadian users
Fidelity Investments#2

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.
Strong Contender
💰 Finance
4.8😐(3.4M ratings)
Free
#11in Finance
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Manage investments, savings, and financial planning with professional insights and powerful tools. Trade stocks, ETFs, cryptocurrencies, and manage cash with features like bill pay and automated transfers. Offers 24/7 support and advanced security measures.

What We Love

  • 🚀 Efficient app with quick access to accounts
  • 🔒 Secure login process
  • 👍 Comprehensive research and data tools
  • 💡 Ability to link external accounts for full financial view
  • 👍 Reliable and trustworthy platform

Room to Improve

  • 🐛 Inaccurate account information and performance data
  • 🔍 Cluttered and unintuitive user interface
  • 🔍 Difficult to navigate and find desired features
  • 🔍 Lacking key features for active traders
  • 🐛 Buggy app with frequent crashes and performance issues
Enrich: Portfolio Tracker#3

Enrich: Portfolio Tracker by Enrich Finance LLC

Investing alerts + next steps
Worth Considering
💰 Finance
5.0(7 ratings)
FreeIn-App Purchases
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Automate investment tracking and goal management for passive investors. Connect brokerage accounts, set financial goals, and receive alerts for rebalancing and tax optimization. Designed for those who want control with less manual work.

More Investment Planner apps to explore

FAQ about Investment Planner

What are the best investment planner apps for iPhone?
Empower ® tops our investment planner apps ranking as of November 2026, with a 4.8-star average from 425K App Store ratings, and it's free to download.
Yes — 20 of the top investment planner apps we rank are free to download, including Empower ® and Fidelity Investments.
Empower ® has no ads and has no in-app purchases, according to its App Store listing as of November 2026.
We track 250+ investment planner apps on the iOS App Store as of November 2026, ranked by rating, recency, and analysis of real user reviews.

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