Best Investment Tools Apps

221+ iOS apps curated and reviewed

4.7 avg rating
20 free apps
Updated June 2026

If you already know Fidelity Investments, this is the deeper bench. 221+ investment tools apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of June 2026.

Compare top Investment Tools Apps (June 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Fidelity InvestmentsFidelity InvestmentsFree4.8★ (3.2M)NoNoJul 2026
2Alinea: Automated InvestingAlinea: Automated InvestingFree4.8★ (97K)NoNoJul 2026
3Stackwell: Start InvestingStackwell: Start InvestingFree4.6★ (45)NoNoJul 2026
4Everest Investment ToolsEverest Investment ToolsFree5.0★ (1)NoNoMay 2026
5NerdWallet: Smart Money AppNerdWallet: Smart Money AppFree4.8★ (124K)YesNoJul 2026
6Beanstox: Simple InvestingBeanstox: Simple InvestingFree4.6★ (3.6K)YesNoJul 2026
7Titan: Your Wealth TeamTitan: Your Wealth TeamFree4.6★ (7K)NoNoJul 2026
8dub: Social Investing Appdub: Social Investing AppFree4.7★ (10K)YesYesJul 2026

Top Picks for Investment Tools

Fidelity Investments#1

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.
Editor's Choice
💰 Finance
4.8😐(3.2M ratings)
Free
#13in Finance
Fidelity Investments screenshot 1
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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
Alinea: Automated Investing#2

Alinea: Automated Investing by ALINEA INVEST, LLC

Expert Portfolios, AI Insights
Strong Contender
💰 Finance
4.8😊(97K ratings)
Free
#35in Finance
Alinea: Automated Investing screenshot 1
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Alinea: Automated Investing screenshot 6

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

More Investment Tools apps to explore

4
Everest Investment Tools
Everest Investment Tools
Everest Investment Tools
by Brian Moore
Free

This app offers a suite of financial calculators for real estate investors to quickly evaluate rental properties. It provides key metrics like NOI, Cap Rate, and DSCR, with a clean interface designed for professional underwriting.

Rental Cash Flow AnalyzerCap Rate CalculatorDSCR Calculator
💼 Business
(1)
free
5
NerdWallet: Smart Money App
NerdWallet: Smart Money App
NerdWallet: Smart Money App
Track, Save & Invest
Free

This app helps you manage your finances by tracking spending, monitoring bills, and providing insights into your credit score and cash flow. It also offers opportunities to earn interest on cash, invest in Treasury Bills, and automate investments.

Track cash, investments, credit cards, loans, and propertyMonitor and cancel recurring bills and subscriptionsActionable financial insights on credit score and cash flow
💰 Finance
(124K)
free with in-app purchases
6
Beanstox: Simple Investing
Beanstox: Simple Investing
Beanstox: Simple Investing
Seriously Simple Investing®
Free

This app offers automated investing in diversified ETF portfolios, retirement accounts, and other options. It simplifies long-term investing with recurring deposits and portfolio management, making it accessible for both beginners and experienced investors.

Automated ETF portfolio investingRetirement accounts (Traditional & Roth IRAs)Invest in Gold and Bitcoin ETFs
💰 Finance
(3.6K)
free with in-app purchases
7
Titan: Your Wealth Team
Titan: Your Wealth Team
Titan: Your Wealth Team
Investing, Wealth Management
Free

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

Dedicated advisory teamProfessional investment managementAutomated cash management
💰 Finance
(7K)
freemium
8
dub: Social Investing App
dub: Social Investing App
dub: Social Investing App
Automate your investing
Free

Discover and automatically copy the trades of successful investors. This platform offers transparent performance data and a social feed to learn from experts. Start investing with as little as $200 and outsource your investment decisions.

Discover 400+ real investorsCopy trades automaticallyTransparent and verified investor performance
💰 Finance
(10K)
free with in-app purchases
9
Public: Invest & Trade
Public: Invest & Trade
Public: Invest & Trade
Stocks, Crypto, Options, Bonds
Free

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.

Transfer existing portfolios1% uncapped transfer matchInvest in stocks, options, bonds, crypto
💰 Finance
(84K)
free with in-app purchases
10
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
11
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
(19K)
free with in-app purchases
12
Robinhood Trading & Investing
Robinhood Trading & Investing
Robinhood Trading & Investing
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
13
QJO Investment Tool
QJO Investment Tool
QJO Investment Tool
by SGOC, Inc.
Free

This finance app helps real estate investors analyze potential properties. It calculates mortgage amortization, asset reserves, and cash flow to provide insights into purchase power and profits. Designed for both new and experienced investors, it offers transparency into financial metrics.

Mortgage amortization calculationAsset reserve determinationRental cash flow preview
💰 Finance
(2)
free
14
JAVLIN Invest: Investment Tool
JAVLIN Invest: Investment Tool
JAVLIN Invest: Investment Tool
Stock Portfolio Optimization
Free

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.

Portfolio optimizationMonte Carlo simulationsMachine Learning algorithms
💰 Finance
(26)
free with in-app purchases
15
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
(293)
free with in-app purchases
16
Streetbeat #1 AI for Investing
Streetbeat #1 AI for Investing
Streetbeat #1 AI for Investing
GPT Stock & Crypto Trading
Free

This app leverages AI agents to simplify investing by conducting market research, evaluating companies, and crafting personalized portfolios. It offers AI-powered trading insights, thematic portfolios, and automated rebalancing. Stay informed with real-time news and sentiment analysis.

AI-powered personalized portfolio creationThematic and trending investment portfoliosAutomated portfolio rebalancing
💰 Finance
(654)
free with in-app purchases
17
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
18
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
(99K)
subscription
19
NinjaTrader | Futures Trading
NinjaTrader | Futures Trading
NinjaTrader | Futures Trading
Trade Smarter With Pro Tools
Free

Trade global futures markets with professional tools. Monitor prices, manage positions, and execute trades with confidence. Offers advanced charting, order flow analysis, and a risk-free simulator for all experience levels.

Futures market tradingReal-time price monitoringPosition management
💰 Finance
(637)
free with in-app purchases
20
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

FAQ about Investment Tools

What are the best investment tools apps for iPhone?
Fidelity Investments tops our investment tools apps ranking as of June 2026, with a 4.8-star average from 3.2M App Store ratings, and it's free to download.
Yes — 20 of the top investment tools apps we rank are free to download, including Fidelity Investments and Alinea: Automated Investing.
Fidelity Investments has no ads and has no in-app purchases, according to its App Store listing as of June 2026.
We track 221+ investment tools apps on the iOS App Store as of June 2026, ranked by rating, recency, and analysis of real user reviews.
The app allows you to invest in stocks, ETFs, and mutual funds using industry-leading research. You can also trade cryptocurrencies like bitcoin and ethereum, manage your cash, pay bills, and schedule transfers. It provides professional insights and tools to help you make smarter money decisions.
You can invest in a variety of assets including stocks, ETFs, and mutual funds. The app also supports trading of cryptocurrencies such as bitcoin and ethereum through Fidelity Crypto®. Before investing, it's important to consider the investment objectives, risks, charges, and expenses associated with each fund.