Best Personal Investment Tracker Apps

233+ iOS apps curated and reviewed

4.6 avg rating
19 free apps
Updated July 2026

Personal Investment Tracker is the household name in personal investment tracker, but it's far from the only option. We track 233+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.

Top Picks for Personal Investment Tracker

Copilot: Track & Budget Money#2

Copilot: Track & Budget Money by Copilot Money, Inc.

Spending, investing, net worth
Strong Contender
💰 Finance
4.8😊(30K ratings)
FreeIn-App Purchases
#4in Finance
Copilot: Track & Budget Money screenshot 1
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Copilot: Track & Budget Money screenshot 6

This app provides a clear and simple way to manage your finances. It offers smart tools for categorizing spending, budgeting, and tracking investments, all with bank-level security and personalized support. Reclaim control of your financial data with an intuitive interface.

What We Love

  • 👍 Intuitive and user-friendly interface
  • 🚀 Seamless account integration and transaction tracking
  • 💡 Customizable budgeting and categorization
  • 🔒 Secure and private financial management

Room to Improve

  • 🐛 Occasional sync and connectivity issues with some financial institutions
  • 🔍 Lack of advanced reporting and filtering options
  • 🔍 Limited functionality for manual transaction entry and forecasting
Wallet - Daily Budget & Profit#3

Wallet - Daily Budget & Profit by BudgetBakers s.r.o.

Personal Expense Tracker
Worth Considering
💰 Finance
4.6😐(5.8K ratings)
FreeAdsIn-App Purchases
Wallet - Daily Budget & Profit screenshot 1
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Wallet - Daily Budget & Profit screenshot 6

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.

What We Love

  • 👍 Simple and intuitive interface
  • 🚀 Comprehensive financial tracking
  • 💡 Customizable categories and labels
  • 🔒 Secure account syncing

Room to Improve

  • 🐛 Inconsistent bank account syncing
  • 🕰️ Delayed transaction updates
  • 🔍 Limited search and filtering options

More Personal Investment Tracker apps to explore

4
Money Pro: Personal Finance AR
Money Pro: Personal Finance AR
Money Pro: Personal Finance AR
Home Budget & Expense Tracker
$0.99
$4.99 | 80% 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
💰 Finance
(2.3K)
free with in-app purchases
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
Marcus by Goldman Sachs®
Marcus by Goldman Sachs®
Marcus by Goldman Sachs®
Banking & Personal Finance
Free

Manage your finances and grow your savings with competitive interest rates on various account types. Easily open accounts, add funds, and track your progress with helpful tools. All deposits are FDIC-insured for your peace of mind.

High-yield savings accountsCDs with competitive ratesNo-penalty CDs
💰 Finance
(255K)
free
7
DailyCost - Expense Tracker
DailyCost - Expense Tracker
DailyCost - Expense Tracker
A simple Expense Tracker
Free

Easily track your daily expenses with this intuitive finance organizer. Manage your money smarter with smart categories, elegant reports, and support for over 160 currencies. Ideal for personal finance and travel.

Cloud syncing and backupIntuitive gesture interfaceFinancial reports and summaries
💰 Finance
(2.2K)
free with in-app purchases
8
Empower ®
Empower ®
Empower ®
Plan, save, invest, retire
Free

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.

Consolidated account viewRetirement planningBudget tracking
💰 Finance
(395K)
free with in-app purchases
9
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
10
Stock Events Portfolio Tracker
Stock Events Portfolio Tracker
Stock Events Portfolio Tracker
Stocks, Portfolio & Dividends
Free

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.

Portfolio tracking for stocks, ETFs, bonds, and cryptoDividend income and ex-dividend date monitoringEarnings and IPO calendar with notifications
💰 Finance
(2.1K)
freemium
11
Blossom: Social Investing
Blossom: Social Investing
Blossom: Social Investing
Track Stocks, ETFs & Dividends
Free

Track your investments, including stocks, ETFs, and dividends, in one place. Follow real investor portfolios, research assets, and learn investing fundamentals through interactive lessons. Connect your brokerage accounts for automatic portfolio updates and dividend income forecasts.

Automatic portfolio trackingDividend income forecastFollow real investor portfolios
💰 Finance
(2.8K)
freemium
12
Delta by eToro
Delta by eToro
Delta by eToro
Track Stocks, Crypto and more
Free

This app allows users to track all their investments, including stocks, crypto, ETFs, and forex, in one place. It offers real-time updates, smart price alerts, and detailed portfolio analytics with bank-level security. Syncs with over 300 exchanges and wallets.

Sync with 300+ exchanges and walletsReal-time price updatesSmart price alerts
💰 Finance
(11K)
free with in-app purchases
13
Oportun: Savings & Loans
Oportun: Savings & Loans
Oportun: Savings & Loans
Build savings, track your loan
Free

This finance app helps you reach savings goals by automatically setting aside money based on your income and spending. It also allows existing loan members to easily manage their accounts and payments within the app.

Automated savings towards goalsPersonalized savings based on spendingPause or transfer savings anytime
💰 Finance
(289K)
subscription
14
Mobills - Budget Planner
Mobills - Budget Planner
Mobills - Budget Planner
Financial and Bill Organizer
Free

Take control of your money with this comprehensive budget planning app. Track expenses, manage bills, and set financial goals to achieve peace of mind. Analyze your spending with intuitive graphs and reports.

Track expenses and incomeCreate custom budgetsManage credit cards
💰 Finance
(4.3K)
freemium
15
Stifel Wealth Tracker
Stifel Wealth Tracker
Stifel Wealth Tracker
by Stifel Financial Corp.
Free

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.

Consolidated financial account viewNet worth trackingGoal progress monitoring
💰 Finance
(183)
free
16
MarketWatch - News & Data
MarketWatch - News & Data
MarketWatch - News & Data
Personal Finance & Market News
Free

Stay informed with real-time business news, financial data, and market analysis. Track stocks, create watchlists, and receive personalized alerts to manage your investments effectively. Access in-depth insights and share articles easily.

Breaking business news and analysisReal-time market data and stock quotesCustomizable watchlists and portfolio tracking
💰 Finance
(233K)
free with in-app purchases
17
getquin - Portfolio Tracker
getquin - Portfolio Tracker
getquin - Portfolio Tracker
Track Investments & Dividends
Free

Track all your investments, from stocks and ETFs to real estate and collectibles, in one place. Monitor your net worth in real-time, analyze performance with detailed breakdowns, and plan for future cash flows with a dividend calendar. Connect with a community of investors for insights and feedback.

Real-time portfolio trackingAggregated net worth monitoringDividend calendar and forecasts
💰 Finance
(341)
free with in-app purchases
18
Monarch: Budget & Track Money
Monarch: Budget & Track Money
Monarch: Budget & Track Money
Spending, Net Worth, Investing
Free

Consolidate all your financial accounts into a single, intuitive dashboard. Track spending, manage budgets, monitor investments, and collaborate with others to achieve your financial goals with actionable insights.

Connect all financial accountsAuto-categorize transactionsCustomizable dashboard
💰 Finance
(97K)
free with in-app purchases
19
TrackMyStack Net Worth Tracker
TrackMyStack Net Worth Tracker
TrackMyStack Net Worth Tracker
Net worth & portfolio tracker
Free

Anonymously track your net worth with unlimited assets and portfolios. It offers automatic updates for stocks, ETFs, and crypto, alongside manual tracking for bank accounts and real estate. Features include dividend tracking, retirement planning, and currency conversions.

Unlimited portfolios and assetsAutomatic stock, ETF, and crypto trackingManual bank account and real estate tracking
💰 Finance
(74)
free with in-app purchases
20
LPL Account View
LPL Account View
LPL Account View
by LPL FINANCIAL CORPORATION
Free

Access your LPL financial accounts securely and conveniently from your mobile device. Track your portfolio, monitor transactions, and view account documents. Stay informed with daily market updates and investment research to help you reach your financial goals.

Monitor total portfolio valueTrack account balances and transactionsAnalyze asset allocations
💰 Finance
(3.6K)
free