Best Personal Investment Tracker Apps

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FreeIn-App Purchases

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Enrich: Portfolio Tracker by Enrich Finance LLC

Investing alerts + next steps

Strong Contender

5.0(7 ratings)

FreeIn-App Purchases

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.

Empower ® by Empower Retirement, LLC

Plan, save, invest, retire

Worth Considering

by Stifel Financial Corp.

4.8😞(425K ratings)

Free

#48in Finance

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.

What We Love

👍 Good product overall
🚀 Sleek design and robust performance
🔒 Excellent customer service and support

Room to Improve

🐛 Buggy and unreliable app
⏱️ Slow loading times
🤔 Missing key features and functionality
🤯 Confusing and unintuitive navigation
💻 Forced to use app instead of website
🇨🇦 Not compatible with Canadian users

More Personal Investment Tracker apps to explore

Stifel Wealth Tracker

Consolidated financial account viewNet worth trackingGoal progress monitoring

Consolidate all your financial accounts in one secure location to gain a comprehensive overview of your wealth. Track net worth, monitor progress towards goals, analyze investments, and access research reports. Connect with a financial advisor for personalized assistance.

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Sharesight - Portfolio Tracker

by Sharesight Limited

Custom stock watchlistMirror multiple portfoliosReal-time return updates

Manage your investments on the go with this portfolio tracker. Monitor stocks, ETFs, and dividends, and create custom watchlists. Access and update your investment performance with enhanced security features.

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Portfolio Monitor - personal 401k finances tracker

401k

Retirement account monitoring401k stock portfolio trackingDaily performance status

Track your retirement investment accounts and 401k stock portfolio performance. Get daily status updates with clear Green, Yellow, Red highlights for your entire portfolio and individual positions. Connect with financial planners for expert advice.

(3)

by National Financial Services LLC

Wealthscape Investor℠

Access managed brokerage accountsView portfolio, positions, and balancesAccess account statements and tax forms

Manage your brokerage accounts on the go with an enhanced user experience. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Advanced security features protect your financial data.

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WealthTrack: Portfolio Tracker

Metals, shares, crypto & more

Money Pro: Personal Finance AR

Home Budget & Expense Tracker

$0.99

$9.99 | 90% OFF

Manage your personal and family finances with this comprehensive app. Track expenses, create budgets, and monitor accounts with insightful analytics and optional augmented reality reports. Set financial goals and gain control over your money.

Expense and income trackingBudget planning with custom categoriesAccount management and bank statement import

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Guardfolio: Portfolio Tracker

ETF Exposure & Risk Analysis

Parqet - Portfolio Tracker

Portfolio Performance Tracker

Real-time portfolio performance trackingSupport for 50+ brokers and 100,000+ securitiesAdvanced analytics and allocation analysis

Track your investments and portfolio performance in real-time across all your assets, brokers, and banks. Gain powerful insights with advanced analytics, dividend planning tools, and automatic reports. Access your data securely on web and mobile.

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WorthTrail - Net Worth Tracker

FIRE, Assets, Stocks, DCA, CDs

Private net worth trackingAsset and debt recordingFinancial return analysis

Track your net worth, assets, and debts privately without connecting bank accounts. Understand your financial returns, monitor progress towards FIRE goals, and organize your finances with customizable tags and reports. Features AI agents for Mac users to analyze your portfolio.

Portfolio: Net Worth Tracker

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freemium

Track Net Worth & Collectibles

Track assets with photosConnect investment accountsReal-time market values

Effortlessly track the value of all your possessions, from investments to collectibles, using just a photo. Connect your financial accounts to see your complete net worth in one place. An AI assistant provides insights and curated news based on your assets.

One: Portfolio & Stock Tracker

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freemium

Your Social Investment Tracker

Track multiple asset types (stocks, crypto, ETFs, etc.)Real-time portfolio value updatesInvestment insights and analytics

Track stocks, crypto, ETFs, and more in one place with live updates and comprehensive insights. Monitor your net worth, receive alerts, and gain valuable analytics to make informed investment decisions. Share and follow other portfolios to build an informed investor community.

Ledger - The Portfolio Tracker

freemium

Track Your Portfolio Gains

Track multiple holdings with purchase pricesCalculate total position value and gain/lossView portfolio-wide performance

This finance app helps investors understand their true investment performance by tracking gains and losses for each position. It focuses on simplicity, showing your holdings, current values, and performance without unnecessary distractions. All data is stored locally for enhanced privacy and security.

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Wealthfolio: Private Finance

Local-first Investment Tracker

Investment trackingNet worth calculationBudgeting and spending analysis

A private personal finance tracker that consolidates investments, net worth, budgeting, spending, and goals into a single, beautifully designed application. It offers smart insights and an AI assistant, with all data kept locally on your device.

(7)

Finary: Budget & Money Tracker

Cashflow, crypto, bitcoin

Real-time net worth trackingMulti-asset investment trackingFinancial goal planning

Consolidate all your financial assets and liabilities in one place. Track net worth in real-time, plan financial goals, and optimize your investment portfolio with advanced analytics and AI-powered insights. Replaces spreadsheets with a comprehensive personal finance OS.

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getquin - Portfolio Tracker

Track Investments & Dividends

Real-time net worth trackingAggregated investment portfolio viewDividend tracking and calendar

Consolidate all your financial accounts, including brokers, banks, assets, and liabilities, into a single dashboard. Track your net worth in real-time, monitor dividend payouts, and utilize AI-powered insights for informed financial decisions and wealth building.

(361)

Endute - Personal Finance

Personal Finance & Expenses

Wallet - Daily Budget & Profit

Personal Expense Tracker

Automatic bank synchronizationExpense and income trackingInsightful reports and charts

Manage your personal finances with this comprehensive tool. Track expenses automatically, plan budgets, and gain insights into your spending habits. It helps you save money, manage debt, and plan for the future by consolidating all your financial information.

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