Best Investment Planner Apps

250+ iOS apps curated and reviewed

4.8 avg rating
20 free apps
Updated July 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 (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1PeakPlanner – Track your moneyPeakPlanner – Track your moneyFreeNoNoMay 2026
2Ellevest: Investing for womenEllevest: Investing for womenFree4.7★ (5.8K)YesNoAug 2026
3Fidelity InvestmentsFidelity InvestmentsFree4.8★ (3.2M)NoNoAug 2026
4Alinea: Automated InvestingAlinea: Automated InvestingFree4.8★ (106K)NoNoAug 2026
5E*TRADE: Invest. Trade. Save.E*TRADE: Invest. Trade. Save.Free4.7★ (381K)NoNoAug 2026
6Wealthfront: Save and InvestWealthfront: Save and InvestFree4.8★ (17K)NoNoAug 2026
7Empower ®Empower ®Free4.8★ (400K)NoNoAug 2026
8Vanguard: Save, Invest, RetireVanguard: Save, Invest, RetireFree4.6★ (177K)YesNoJul 2026

Top Picks for Investment Planner

Ellevest: Investing for women#2

Ellevest: Investing for women by Ellevest, Inc.

Build wealth for your future.
Strong Contender
💰 Finance
4.7😞(5.8K ratings)
FreeAds
Ellevest: Investing for women screenshot 1

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.

What We Love

  • 🚀 Easy to use
  • 💡 Empowering for women
  • 👍 Visually appealing
  • 🚀 Smooth onboarding process

Room to Improve

  • 🐛 Buggy app experience
  • 🔒 Difficult account management
  • 🔒 Unresponsive customer service
Fidelity Investments#3

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.
Worth Considering
💰 Finance
4.8😐(3.2M ratings)
Free
#11in Finance
Fidelity Investments screenshot 1
Fidelity Investments screenshot 2
Fidelity Investments screenshot 3
Fidelity Investments screenshot 4
Fidelity Investments screenshot 5
Fidelity Investments screenshot 6

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

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

Room to Improve

  • 🐛 Inaccurate account information and performance data
  • 🔍 Cluttered and unintuitive user interface
  • 🔍 Difficult to navigate and find desired features

More Investment Planner apps to explore

4
Alinea: Automated Investing
Alinea: Automated Investing
Alinea: Automated Investing
AI Trades- Stocks, ETF, Crypto
Free

Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.

Expert-built investment portfoliosAI-powered performance insightsPersonalized financial news
💰 Finance
(106K)
free
5
E*TRADE: Invest. Trade. Save.
E*TRADE: Invest. Trade. Save.
E*TRADE: Invest. Trade. Save.
Stocks, ETFs, options, crypto
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
6
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
7
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
(400K)
free with in-app purchases
8
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
9
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
(64K)
free with in-app purchases
10
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
(179)
free
11
Enrich: Portfolio Tracker
Enrich: Portfolio Tracker
Enrich: Portfolio Tracker
Retirement & investing planner
Free

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.

Connect brokerage accountsSet financial goalsLink investments to goals
💰 Finance
(7)
free
12
thinkorswim: Trade. Invest.
thinkorswim: Trade. Invest.
thinkorswim: Trade. Invest.
TD Ameritrade trading App
Free

Trade stocks, options, futures, and forex with a powerful mobile platform. Manage positions, analyze charts, and practice strategies with simulated trading. Get real-time data and educational resources.

Advanced order creation and modificationLive chat support with screen sharingLive streaming financial news
💰 Finance
(325K)
free
13
Autopilot: Automated Investing
Autopilot: Automated Investing
Autopilot: Automated Investing
In your own brokerage account
Free

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker
💰 Finance
(21K)
free with in-app purchases
14
Bloom: Learn to Invest
Bloom: Learn to Invest
Bloom: Learn to Invest
Buy Stocks. Earn Rewards.
Free

This app teaches users how to invest through interactive lessons and offers a platform to buy stocks and ETFs. Users can earn rewards, compete in tournaments, and build wealth with features like fractional shares and auto-portfolios.

Interactive financial lessonsInvest in 5,000+ stocks/ETFsFractional shares from $1
💰 Finance
(46K)
free with in-app purchases
15
SoFi: Bank, Invest & Crypto
SoFi: Bank, Invest & Crypto
SoFi: Bank, Invest & Crypto
Online Banking & Investing
Free

Manage your banking, investments, and cryptocurrency all in one place. This app offers fee-free checking, high-yield savings, commission-free stock trading, and the ability to buy, sell, and hold over 25 cryptocurrencies. It also provides tools for loan pre-qualification and credit score monitoring.

Buy, sell, and hold cryptocurrencyFee-free checking accountHigh-yield savings account
💰 Finance
(386K)
free with in-app purchases
16
Tortoise Investment Management
Tortoise Investment Management
Tortoise Investment Management
by Tortoise Investment Management LLC
Free
💰 Finance
(0)
17
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
The app for all things money
Free

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.

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters
💰 Finance
(112K)
free
18
Hill Investment Group
Hill Investment Group
Hill Investment Group
by Hill Investment Group, LLC
Free
💰 Finance
(0)
19
Dividend Calculator: DRIP
Dividend Calculator: DRIP
Dividend Calculator: DRIP
Compound Growth & DRIP Planner
Free
💰 Finance
(0)
20
Covington Investment
Covington Investment
Covington Investment
by Covington Investment Advisors, Inc.
Free
💰 Finance
(0)

FAQ about Investment Planner

Are there free investment planner apps for iPhone?
Yes — 20 of the top investment planner apps we rank are free to download, including PeakPlanner – Track your money and Ellevest: Investing for women.
PeakPlanner – Track your money has no ads and has no in-app purchases, according to its App Store listing as of July 2026.
We track 250+ investment planner apps on the iOS App Store as of July 2026, ranked by rating, recency, and analysis of real user reviews.
PeakPlanner allows you to view details of various assets including mutual funds, insurance, foreign exchange, and real estate. You can also track your liabilities.
Yes, you can check the current value of your mutual fund portfolio, including realized and total gains, and monitor performance for specific funds or your entire portfolio.

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