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Best Investment Research Tool Apps

207+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated June 2026

The best investment research tool apps on iPhone average 4.5★ across 207+ titles — we've ranked them by what real users actually keep on their phones. Updated June 2026.

Top Picks for Investment Research Tool

Morningstar Investor#1

Morningstar Investor by Morningstar, Inc.

Editor's Choice
💰 Finance
4.0😐(7K ratings)
FreeIn-App Purchases
Morningstar Investor screenshot 1
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This app provides expert investment analysis and tools to refine your strategy and maximize returns. Monitor markets, access comprehensive data on stocks and funds, track your portfolio, and stay updated with the latest financial news and commentary.

What We Love

  • 🚀 Excellent data and analysis
  • 👍 Customizable portfolio tracking
  • 📊 Useful market and company insights
  • 🗒️ High-quality research and reports

Room to Improve

  • 🐛 Frequent bugs and crashes
  • 🔍 Limited functionality compared to website
  • 🔒 Cumbersome login process
Alinea: Automated Investing#2

Alinea: Automated Investing by ALINEA INVEST, LLC

Expert Portfolios, AI Insights
Strong Contender
💰 Finance
4.8😊(92K ratings)
Free
#28in Finance
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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.

What We Love

  • 🚀 Easy to use
  • 👍 User-friendly interface
  • 💡 Innovative investing features
  • 🚀 Streamlined investing process

Room to Improve

  • 🐛 Subscription charges without consent
  • 🐛 Difficulty cancelling subscriptions
  • 🐛 Slow customer support response times
Quartr: Financial Research#3

Quartr: Financial Research by Quartr AB

Live earnings calls & AI chat
Worth Considering
💰 Finance
4.7😊(464 ratings)
FreeAds
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Access live earnings calls, AI-powered financial research, and company data all in one place. Get real-time updates, searchable transcripts, and analyst estimates for companies you follow. Streamline your investment research and stay informed effortlessly.

What We Love

  • 🚀 Timely and efficient access to earnings calls and investor events
  • 👍 Convenient podcast-style listening experience
  • 🔍 Helpful search and keyword tracking features
  • 📚 Comprehensive coverage of company documents and presentations

Room to Improve

  • 🐛 Occasional issues with audio playback and content loading
  • 🕰️ Inconsistent date/time information for upcoming events
  • 📱 Limited functionality on mobile devices compared to desktop

More Investment Research Tool apps to explore

4
Fundstrat Direct
Fundstrat Direct
Fundstrat Direct
Financial Research
Free

Access institutional-grade financial research and analysis on stocks, crypto, and market trends. Gain insights from Wall Street professionals and develop a deeper understanding of market movements to inform your investment decisions.

Daily and weekly crypto researchMacro research reportsPortfolio sector allocation
💰 Finance
(834)
subscription
5
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
💰 Finance
(2.1K)
freemium
6
Morgan Stanley Research
Morgan Stanley Research
Morgan Stanley Research
by Morgan Stanley
Free

Access curated financial research and insights from a leading global financial services firm. Discover important topics, personalize your feed, and connect with analysts for data-driven investment decisions.

Morning Summary of key topicsFeatured research debatesPersonalized content feed
💰 Finance
(14)
free
7
Research Library & Analytics
Research Library & Analytics
Research Library & Analytics
by Bank of America
Free

Access global research products from BofA Securities anytime, anywhere. This app is designed for institutional clients with a BofA Mercury™ Portal ID. Download is free, but standard data rates apply.

Access proprietary global researchAvailable anytime, anywhereFor institutional clients
💰 Finance
(30)
free
8
Robinhood: Trade Anything
Robinhood: Trade Anything
Robinhood: Trade Anything
Invest and trade US stocks
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
💰 Finance
(4.8M)
freemium
9
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
(18K)
free with in-app purchases
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
💰 Finance
(270)
free with in-app purchases
11
HSBC Research
HSBC Research
HSBC Research
by HSBC Bank plc
Free

Access in-depth global economic and financial market insights from leading analysts. Discover key research reports, video interviews, and audio discussions on trends in economics, currencies, equities, and ESG.

Access top HSBC Global Research reportsUpdates on key forecast changesVideo and audio interviews with analysts
💰 Finance
(31)
free
12
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
💰 Finance
(1.6K)
subscription
13
Finelo: Master Trading
Finelo: Master Trading
Finelo: Master Trading
Become an expert in trading
Free

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.

AI Chart AnalyzerSnap & Analyze chartsExpert trading courses
📚 Education
(98K)
subscription
14
13D Research & Strategy
13D Research & Strategy
13D Research & Strategy
13D
Free

Access weekly financial publications and search a vast archive of past reports. Features include offline reading, bookmarking for theme management, and the ability to share excerpts or comment on articles.

Weekly publication accessSearchable archivesOffline reading
💰 Finance
(7)
free
15
FactSet 2.0 (legacy)
FactSet 2.0 (legacy)
FactSet 2.0 (legacy)
Finance on the go? FactSet 3.0
Free

Access real-time market data, news, and research for companies, funds, and indices. This legacy version is being retired and users should migrate to the newer FactSet 3.0 app.

Real-time market informationCompany, fund, and index researchUp-to-the-minute news
💰 Finance
(50)
free
16
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
17
Stansberry Research
Stansberry Research
Stansberry Research
by Stansberry & Associates Investment Research, LLC
Free

This app provides financial information and software for investors. It offers a diverse range of opinions and strategies from experienced analysts, focusing on unloved or ignored investment opportunities. The service emphasizes long-term relationships, transparency, and reliable, actionable advice.

Financial information and softwareDiverse analyst opinionsUnique investment strategies
💰 Finance
(74)
subscription
18
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
💰 Finance
(6.4K)
free with in-app purchases
19
FactSet
FactSet
FactSet
Financial Data and News
Free

Access comprehensive financial data, market research, and real-time news on the go. Monitor portfolios, track securities, and stay updated with breaking alerts. Download documents for offline access to manage investments effectively.

Portfolio monitoringWatchlist managementReal-time market data
💰 Finance
(233)
subscription
20
Bloom: AI for Investing
Bloom: AI for Investing
Bloom: AI for Investing
Stock Analysis & Smart Alerts
Free

This app uses AI for stock research and portfolio analysis, offering expert guidance and smart alerts. It helps users discover investments, track performance, and receive notifications on market movements. Analyze stocks by asking questions or uploading screenshots.

AI-powered stock researchPortfolio analysis and insightsSmart stock alerts
💰 Finance
(168)
free with in-app purchases