Best Portfolio Management Apps

205+ iOS apps curated and reviewed

4.5 avg rating
19 free apps
Updated May 2026

Every iPhone needs a few good portfolio management apps. We benchmark 205+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.

Top Picks for Portfolio Management

Online Portal by AppFolio#1

Online Portal by AppFolio by AppFolio

Pay rent or dues instantly
Editor's Choice
📊 Productivity
2.4😞(1.9K ratings)
FreeAds
#52in Productivity
Online Portal by AppFolio screenshot 1
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An online portal allowing residents in properties managed by AppFolio to easily pay rent or dues, submit maintenance requests, access important documents, and stay connected with their property or association managers. Enjoy seamless access to essential tools and information for a hassle-free experience.

What We Love

  • 🚀 Easy to use
  • 🚀 Convenient for paying rent
  • 🚀 Maintenance requests
  • 🚀 Autopay option

Room to Improve

  • 🐛 Buggy app
  • 🐛 Login issues
  • 🐛 Payment processing problems
Investing.com: Stock Market#2

Investing.com: Stock Market by Fusion Media Limited

Market tracker & finance news
Strong Contender
💰 Finance
4.7😊(36K ratings)
FreeAdsIn-App Purchases
#34in Finance
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Get real-time stocks data, track market trends, analyze stock performance, and make informed investment decisions through this comprehensive stock market application. Stay ahead of the curve with up-to-date information on stocks, indices, commodities, and more. Start investing wisely now!

What We Love

  • 🚀 Comprehensive market data
  • 📊 Excellent technical and fundamental analysis
  • 📰 Timely news and alerts
  • 💻 Intuitive and user-friendly interface

Room to Improve

  • 🕰️ Delayed or outdated news and quotes
  • 💸 Aggressive advertising and paywalls
  • 🔍 Difficulty customizing watchlists and portfolios
Portfolio Trader-Stock Tracker#3

Portfolio Trader-Stock Tracker by Purescope Pty Ltd

Stock portfolio manager
Worth Considering
💰 Finance
4.6😊(414 ratings)
FreeIn-App Purchases
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Stay on top of your investments with our professional stock portfolio manager and tracker. Track multiple portfolios and analyze your holdings effortlessly on your iPhone, iPad, and Apple Watch. Start managing your stocks today!

What We Love

  • 🚀 Excellent portfolio tracker
  • 👍 Easy to use and intuitive
  • 💡 Comprehensive features
  • 🚀 Real-time price updates

Room to Improve

  • 🐛 Occasional issues with price updates
  • 🐛 Difficulty importing large portfolios
  • 💡 Lack of advanced charting and technical analysis

More Portfolio Management apps to explore

4
Snowball Analytics
Snowball Analytics
Snowball Analytics
Portfolio & Dividend Tracker
Free

Snowball Analytics: A comprehensive portfolio management tool that aggregates and analyzes your financial data to provide insights and recommendations for your investments. Take control of your portfolio efficiently and make informed decisions for your financial future.

💰 Finance
(71)
5
Stocks
Stocks
Stocks
by Apple Distribution International
Free

"Track and monitor the performance of your stocks, indexes, and more with ease. Stay updated with real-time quotes, interactive charts, and top business news. Access your personalized watchlists across multiple devices seamlessly."

💰 Finance
(696K)
6
Pininvest Portfolio Management
Pininvest Portfolio Management
Pininvest Portfolio Management
Fundamentals & Market Analysis
Free
💰 Finance
(1)
7
NRP Portfolio Manager
NRP Portfolio Manager
NRP Portfolio Manager
by New Republic Partners, Inc.
Free

This mobile application allows authorized clients to access their portfolio data with a simple and useful interface, providing performance reports for specific time frames, asset classes, and accounts. To get started, clients should contact their advisor or the company directly to request access.

💰 Finance
(3)
8
Portfolio Management
Portfolio Management
Portfolio Management
Set My Asset Allocation Out
$21.99
$34.99 | 37% OFF

This application is a user-friendly portfolio management tool that allows users to quickly define and optimize asset allocation, with features such as efficient frontier visualization, automatic optimization strategies, and offline access. Ideal for professionals, students, and professors, it enables rapid simulation and analysis of asset allocation cases, with easy export and collaboration capabilities.

💰 Finance
(0)
9
Dividend Tracker - DivTracker
Dividend Tracker - DivTracker
Dividend Tracker - DivTracker
Stock Portfolio Calculator
Free

Track and visualize your dividend income effortlessly with DivTracker. Link your brokerage accounts to view daily, monthly, and annual dividends, receive notifications on key events, access news on your investments, and more. Simplify your dividend tracking and stay informed as a dividend income investor.

💰 Finance
(3.5K)
10
Equira: Portfolio Manager
Equira: Portfolio Manager
Equira: Portfolio Manager
Stocks, Crypto, ETF & Dividend
Free
💰 Finance
(4)
11
Portfolio - Monitor Stocks
Portfolio - Monitor Stocks
Portfolio - Monitor Stocks
Manage your Securities
Free

Monitor your investments with a comprehensive portfolio management tool, tracking current asset value, daily changes, and total profit & loss. Create watchlists, manage multiple portfolios, and stay on top of your stocks with features like automatic price updates, dividend tracking, and graphical statistics.

💰 Finance
(57)
12
Synx - Net Worth & Portfolio
Synx - Net Worth & Portfolio
Synx - Net Worth & Portfolio
Asset Management for Investors
Free
💰 Finance
(1)
13
Simple Stocks
Simple Stocks
Simple Stocks
Global Portfolio Tracker
Free

Track your stock portfolio effortlessly with a user-friendly app that offers real-time updates, supports multiple portfolios, various currencies, and syncs across all devices. Log transactions and let the app take care of the rest. Create an optional account for secure data storage.

💰 Finance
(91)
14
My Westlake Portfolio
My Westlake Portfolio
My Westlake Portfolio
by Westlake Services, Llc
Free

Manage your Westlake Portfolio Management account on the go with our mobile app. Make payments, set up recurring payments, access payoff information, and enjoy various other features for convenient account management.

💰 Finance
(7.4K)
15
Fidelity Investments
Fidelity Investments
Fidelity Investments
Invest, save, plan in one app.
Free

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.

💰 Finance
(3.1M)
16
Moneycontrol - Markets & News
Moneycontrol - Markets & News
Moneycontrol - Markets & News
Your Portfolio Manager
Free

Track and manage your investments, stay updated on market trends, and make informed financial decisions with this powerful app. Take control of your finances today!

💰 Finance
(2.4K)
17
Carta - Manage Your Equity
Carta - Manage Your Equity
Carta - Manage Your Equity
All things equity in one place
Free

Manage all aspects of equity, business building, and investment in one platform. Take control of your equity grants and options by downloading the app now.

💰 Finance
(9.1K)
18
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Saving, investing, stocks.
Free

An application for saving, investing, and trading in stocks with high interest rates for cash savings, automated portfolio management for low-risk bond ETFs, personalized automated index fund investments, and commission-free stock investing. It offers a streamlined approach to managing finances and building wealth in one place. Start managing your finances smarter today!

💰 Finance
(17K)
19
NetBenefits
NetBenefits
NetBenefits
Fidelity workplace benefits
Free

Manage all your Fidelity workplace benefits in one place with this app. View retirement savings, manage HSA expenses, access educational materials, and stay secure with advanced security measures. Take control of your financial well-being today.

💰 Finance
(28K)
20
AppFolio Property Manager
AppFolio Property Manager
AppFolio Property Manager
Manage your AppFolio units
Free

Manage your property units with ease using this mobile app, allowing you to work from anywhere. Features include property inspections, work order management, photo uploads, resident notes, leasing management, and community association tools for AppFolio customers.

💼 Business
(303)

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