Best Investment Portfolio Tool Apps

Portfolio tracking for stocks, ETFs, bonds, and cryptoDividend income and ex-dividend date monitoringEarnings and IPO calendar with notifications

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.

(2.2K)

JAVLIN Invest: Investment Tool

Stock Portfolio Optimization

Portfolio optimizationMonte Carlo simulationsMachine Learning algorithms

This app provides tools for investment education and portfolio management. It offers fundamental data, analytics, and risk assessment to help users make informed long-term investment decisions. Access advanced features like Monte Carlo simulations and machine learning algorithms.

(26)

Dominant: AI Portfolio Advisor

Manage Stocks, Crypto & ETFs

AI-powered portfolio buildingPersonalized investment recommendationsActionable market insights

$49.99 | 100% OFF

This app uses AI to help you build and manage a diversified investment portfolio. Get personalized recommendations, actionable insights, and smart alerts to stay ahead in fast-moving markets. Learn about your investments with educational content and AI explanations.

AllocatR: Portfolio Rebalancer

(1)

subscription

Multi-Model Portfolio Tool

Smart rebalancing calculationsMultiple portfolio modelsComplete privacy & local storage

This tool simplifies portfolio rebalancing for investors and financial advisors. It calculates exact buy/sell amounts to maintain target allocations and offers robust privacy with local data storage. Manage multiple client models and rebalance portfolios offline.

(3)

Stocks

by Apple

Customizable watchlistsReal-time quotes and price changesInteractive stock charts

Follow daily stock and market performance with customizable watchlists. Get real-time quotes, interactive charts, and breaking business news. Seamlessly sync across all your Apple devices.

(696K)

Investment Calculator - Calc

Compound interest, financial

Investment progression tables and chartsReturn on Investment (ROI) calculationInvestment duration and contribution planning

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.

Vanguard: Save, Invest, Retire

(1.6K)

subscription

Investing, Advice, Retirement

Account overview and balance trackingInvestment performance trackingCost basis and day change details

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.

(177K)

Market and investment insights

BlackRock Institutional

Market and investment insightsInvestor education contentCommunity discussions

Access market insights, investor education, and community discussions from financial experts. Monitor your investment portfolios on the go with in-depth analyses and tactical views.

(74)

Koyfin: Market Data & Analysis

Stock & Financial News, Tools

Live & historical market dataCustomizable charts & watchlistsStock alerts & notifications

Access comprehensive financial data and analytics for stock research and market trend analysis. Track equities, ETFs, indices, and more with customizable charts, watchlists, and real-time news.

(1.4K)

Calculate your Total Return

Total Return Preview

Total return calculationData transfer to new appDiscontinuation notice

This application is being discontinued and users are encouraged to migrate to a new version. It offers a simple data transfer process for past users to move their information to the successor app.

(46)

Black Star - A better way.

A better way to invest

Automated portfolio managementDiverse asset classesFull investment control

This investment platform offers automated portfolio management and diverse asset classes for both new and experienced investors. Gain full control and transparency over your financial assets with a user-friendly interface.

(32)

Portfolio Tracker: Finance Bay

Stocks, ETF, Crypto & Dividend

Consolidated portfolio viewHistorical account statisticsUnlimited account groups

Consolidate and analyze your investments across multiple brokerages. Visualize asset allocation, track historical data, and create watchlists for over 70,000 assets. Seamlessly sync across Apple devices for real-time market insights.

(49)

8FIGURES: Net Worth Tracker

Track Investments, Get Advice

AI-driven investment insightsReal-time portfolio and net worth trackingLink bank accounts, brokers, and crypto wallets

This app provides AI-driven insights for smarter investing and portfolio management. It tracks net worth, analyzes diversification, and offers actionable alerts to help users grow wealth and manage risks effectively.

(55)

Compound Interest Calc

Plan | Invest | Retire

Calculate investment growth with contributionsPlan retirement withdrawals with inflationInteractive growth and depletion charts

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.

(6.5K)

MAXE: AI stock invest tracker

Portfolio trade news assistant

AI-powered asset monitoringTop investor strategy analysisIntegrated wealth management

This AI-powered assistant monitors reliable market assets and tracks top investor strategies. It offers integrated wealth management, providing seamless visibility across brokerage accounts for smarter financial decisions.

(2)

Become an expert in trading

Finelo: Master Trading

AI Chart AnalyzerSnap & Analyze chartsExpert trading courses

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.

📚 Education

(100K)

subscription

Robinhood: Trading & Investing

Stocks, ETFs, Crypto & Options

Commission-free stock, ETF, and options tradingCrypto trading with low costsAdvanced charting and technical indicators

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.

(4.8M)