Best Mutual Fund Analysis App

214+ iOS apps curated and reviewed

4.3 avg rating
20 free apps
Updated June 2026

If you already know Vanguard, this is the deeper bench. 214+ mutual fund analysis app apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of June 2026.

Top Picks for Mutual Fund Analysis App

Vanguard: Save, Invest, Retire#1

Vanguard: Save, Invest, Retire by The Vanguard Group, Inc.

Investing, Advice, Retirement
Editor's Choice
๐Ÿ’ฐ Finance
4.6๐Ÿ˜ž(177K ratings)
FreeAds
#69in Finance
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The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.

What We Love

  • ๐Ÿš€ Comprehensive investment app
  • ๐Ÿค– Exceptional way to recover lost funds
  • ๐Ÿ‘ Majestic interface
  • ๐Ÿค‘ Best financial app

Room to Improve

  • ๐Ÿ•ฐ๏ธ Long wait times for customer service
  • ๐Ÿ› Inconsistent functionality
  • ๐Ÿคฏ Worthless app
Morningstar Investor#2

Morningstar Investor by Morningstar, Inc.

Strong Contender
๐Ÿ’ฐ Finance
4.0๐Ÿ˜(7K ratings)
FreeIn-App Purchases
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Discover a comprehensive investment app that offers market monitoring, portfolio tracking, analyst research, and real-time quotes. Access premium investment data, news, and videos, and enjoy seamless account integration for registered users. Join now for a wealth of financial resources and tools.

What We Love

  • ๐Ÿš€ Excellent data and analysis
  • ๐Ÿ‘ Customizable portfolio tracking
  • ๐Ÿ“Š Useful market and company insights
  • ๐Ÿ—’๏ธ High-quality research and reports

Room to Improve

  • ๐Ÿ› Frequent bugs and crashes
  • ๐Ÿ” Limited functionality compared to website
  • ๐Ÿ”’ Cumbersome login process
Fidelity Investments#3

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.
Worth Considering
๐Ÿ’ฐ Finance
4.8๐Ÿ˜(3.2M ratings)
FreeAds
#12in Finance
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Invest confidently with an all-in-one investing app offering secure trading, financial learning resources, and 24/7 customer support. Get started with no fees and explore powerful trading tools for stocks, ETFs, and more, backed by Fidelity's expertise. Explore more at https://www.fidelity.com/mobile/overview.

What We Love

  • ๐Ÿš€ Efficient app with quick access to accounts
  • ๐Ÿ”’ Secure login process
  • ๐Ÿ‘ Comprehensive research and data tools
  • ๐Ÿ’ก Ability to link external accounts for full financial view

Room to Improve

  • ๐Ÿ› Inaccurate account information and performance data
  • ๐Ÿ” Cluttered and unintuitive user interface
  • ๐Ÿ” Difficult to navigate and find desired features

More Mutual Fund Analysis App apps to explore

4
Magnifi: Invest with AI
Magnifi: Invest with AI
Magnifi: Invest with AI
Plan, invest, analyze, grow
Free

Meet an AI-powered investing app designed to help you build personalized investing plans, make informed decisions, and manage multiple brokerage accounts effortlessly. Explore a marketplace of 15,000 stocks and funds tailored to your financial goals, all while enjoying access to interactive tools and a commission-free brokerage. Subscribe for as little as $11 per month and start optimizing your investments today!

๐Ÿ’ฐ Finance
(377)
5
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
The app for all things money
Free

A comprehensive financial app that combines banking and automotive services, offering an all-in-one solution for managing finances and car-related needs. Simplify your financial life and streamline car-related tasks in one convenient app.

๐Ÿ’ฐ Finance
(109K)
6
StockEdge: Stock Market App
StockEdge: Stock Market App
StockEdge: Stock Market App
Analyze & Trade NSE/BSE Stocks
Free

The application provides a comprehensive suite of features for both beginner and advanced investors/traders in the Indian stock market. It offers trending stock information, FII-DII data, advanced stock scanning tools, investment ideas, trading strategies, chart pattern recognition, investor portfolio tracking, sector analysis, and detailed market insights. The application aims to empower users with the necessary tools and data to make informed investment decisions.

๐Ÿ’ฐ Finance
(10K)
7
Nippon India Mutual Fund
Nippon India Mutual Fund
Nippon India Mutual Fund
by Nippon Life India Asset Management Limited
Free

This mobile application allows users to manage their mutual fund investments with a simplified and intuitive interface, offering features such as quick and secure access, personalized dashboard, fund discovery, and transaction capabilities. With this app, users can easily invest, track, and manage their portfolios, and access a range of services, including goal planning, transaction history, and customer support.

๐Ÿ’ฐ Finance
(66)
8
KFinKart-Investor Mutual Funds
KFinKart-Investor Mutual Funds
KFinKart-Investor Mutual Funds
Invest Smartly in Mutual Funds
Free

This application allows users to invest and manage mutual funds in one place, providing a single view of their investments, portfolio management, and instant transactions. With its user-friendly interface, investors can track their investments, make informed decisions, and take advantage of features like systematic transactions, NAV tracking, and insightful analytics to optimize their investment journey.

๐Ÿ’ฐ Finance
(27)
9
Axis Mutual Fund Invest Online
Axis Mutual Fund Invest Online
Axis Mutual Fund Invest Online
Invest in just 5minutes
Free

An official mobile app for Axis Mutual Fund investors that enables quick and easy investing in SIPs and ELSS mutual funds in just 5 minutes. Experience hassle-free investment management on-the-go.

๐Ÿ’ฐ Finance
(425)
10
Scripbox Mutual Fund & SIP App
Scripbox Mutual Fund & SIP App
Scripbox Mutual Fund & SIP App
Invest in MF, SIP, Save Tax
Free

This investment application offers a personalized approach to investing in mutual funds and systematic investment plans, providing expert guidance, portfolio reviews, and tailored recommendations to help achieve financial goals. By using this app, investors can access a range of tools and features to grow their wealth, save on taxes, and plan for the future.

๐Ÿ’ฐ Finance
(105)
11
Autopilot: Automated Investing
Autopilot: Automated Investing
Autopilot: Automated Investing
In your own brokerage account
Free

Automate your portfolio by copying top traders in real-time with Autopilot - Investment App. Connect your brokerage account to follow experienced traders and join the Autopilot Club for exclusive benefits.

๐Ÿ’ฐ Finance
(16K)
12
Schwab Mobile
Schwab Mobile
Schwab Mobile
Own your tomorrowยฎ
Free

This app helps you manage your finances on the go, offering features such as trading stocks, ETFs, and more, secure login options, real-time market data, customizable watchlists, and mobile check deposits. Take charge of your financial future today!

๐Ÿ’ฐ Finance
(2.9K)
13
Kuvera: Surplus, Mutual Funds
Kuvera: Surplus, Mutual Funds
Kuvera: Surplus, Mutual Funds
Calculate & Invest in ELSS,NPS
Free

This investment application simplifies online investing in mutual funds, fixed deposits, stock markets, and more, offering features like goal planning, smart analytics, and tax harvesting. It allows users to start investing in minutes, track their investments, and make informed decisions with data-driven insights.

๐Ÿ’ฐ Finance
(151)
14
Primerica Shareholder Services
Primerica Shareholder Services
Primerica Shareholder Services
by The Bank of New York Mellon Corporation
Free

Access mutual fund investments, view balances, conduct transactions, and track history easily with our app. Start achieving your financial goals with Primerica's tailored investment solutions.

๐Ÿ’ฐ Finance
(38)
15
LPL Account View
LPL Account View
LPL Account View
by LPL FINANCIAL CORPORATION
Free

Access your financial accounts conveniently on-the-go with the LPL Financialโ€™s Account View mobile app. Monitor your portfolio, track balances and transactions, manage accounts securely with biometric login, and stay informed with daily market updates. Take control of your financial aspirations with this comprehensive financial solution.

๐Ÿ’ฐ Finance
(3.4K)
16
Tata Mutual Fund - SIP & Track
Tata Mutual Fund - SIP & Track
Tata Mutual Fund - SIP & Track
Plan, Invest & Track Portfolio
Free

This investment app helps users plan, invest, and track their mutual fund portfolio with a user-friendly interface, offering features such as goal-based investing, portfolio tracking, and learning resources. Start investing in SIPs or lumpsum amounts based on your financial goals and track your portfolio in real-time.

๐Ÿ’ฐ Finance
(15)
17
Invesco Mutual Fund
Invesco Mutual Fund
Invesco Mutual Fund
by Invesco Asset Management (India) Private Limited
Free
๐Ÿ’ฐ Finance
(0)
18
Buddy: Money & Budget Planner
Buddy: Money & Budget Planner
Buddy: Money & Budget Planner
Money Manager & Tracker
Free

Manage your finances efficiently with our intuitive budget planner app. Track expenses, set savings goals, and stay on top of your financial health easily. Take control of your money today!

๐Ÿ’ฐ Finance
(19)
19
AssetPlus - Mutual Funds & SIP
AssetPlus - Mutual Funds & SIP
AssetPlus - Mutual Funds & SIP
Expert advice. Easy investing.
Free

This digital platform provides expert advice and easy investing for mutual funds and SIPs, offering a one-stop solution for financial guidance, portfolio management, and investment tracking. Download the app to start your journey to financial freedom with a dedicated financial advisor, tailored portfolio, and investment discipline.

๐Ÿ’ฐ Finance
(39)
20
Robinhood: Trading & Investing
Robinhood: Trading & Investing
Robinhood: Trading & Investing
BTC, Crypto, Stocks & Options.
Free

Discover a user-friendly investment app offering a range of financial instruments like stocks, options, ETFs, and cryptocurrency through Robinhood Financial. Take control of your finances effortlessly.

๐Ÿ’ฐ Finance
(4.8M)