Best Portfolio Management Apps

204+ iOS apps curated and reviewed

4.7 avg rating
19 free apps
Updated July 2026

Every iPhone needs a few good portfolio management apps. We benchmark 204+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.

Compare top Portfolio Management Apps (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Online Portal by AppFolioOnline Portal by AppFolioFree4.8★ (2.3K)YesNoJul 2026
2Investing.com: Stock MarketInvesting.com: Stock MarketFree4.7★ (37K)YesYesJul 2026
3StocksStocksFree4.6★ (696K)YesNoJul 2026
4Portfolio Trader-Stock TrackerPortfolio Trader-Stock TrackerFree4.6★ (414)NoYesJul 2026
5Snowball AnalyticsSnowball AnalyticsFree4.8★ (2.1K)YesYesJul 2026
6Pininvest Portfolio ManagementPininvest Portfolio ManagementFree5.0★ (1)NoNoMay 2026
7NRP Portfolio ManagerNRP Portfolio ManagerFree5.0★ (3)NoNoJun 2026
8Portfolio ManagementPortfolio Management$29.99NoNoJun 2026

Top Picks for Portfolio Management

Online Portal by AppFolio#1

Online Portal by AppFolio by AppFolio, Inc.

Pay rent or dues instantly
Editor's Choice
📊 Productivity
4.8😞(2.3K ratings)
FreeAds
#54in Productivity
Online Portal by AppFolio screenshot 1
Online Portal by AppFolio screenshot 2
Online Portal by AppFolio screenshot 3
Online Portal by AppFolio screenshot 4

Manage your property or association with ease. Pay rent or dues, submit maintenance requests, access important documents, and view your lease. Stay connected to your property manager for instant access to essential tools and information.

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😊(37K ratings)
FreeAdsIn-App Purchases
#32in Finance
Investing.com: Stock Market screenshot 1
Investing.com: Stock Market screenshot 2
Investing.com: Stock Market screenshot 3
Investing.com: Stock Market screenshot 4
Investing.com: Stock Market screenshot 5
Investing.com: Stock Market screenshot 6

Track real-time stock market data, news, and alerts. Build and manage your investment portfolio, follow global financial markets, and access powerful tools for stock market analysis. Stay informed with breaking news and expert insights.

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
Stocks#3

Stocks by Apple

Worth Considering
💰 Finance
4.6😊(696K ratings)
FreeAds
Stocks screenshot 1
Stocks screenshot 2
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Follow daily stock and market performance with customizable watchlists. Get real-time quotes, interactive charts, and breaking business news. Seamlessly sync across all your Apple devices.

What We Love

  • 🚀 Quick access to stock data
  • 👍 Easy to use and navigate
  • 🔍 Comprehensive stock information
  • 📰 Useful news integration

Room to Improve

  • 🐛 Scrolling issues and data lags
  • 💰 Paywall for news articles
  • 🔍 Limited customization options

More Portfolio Management apps to explore

4
Portfolio Trader-Stock Tracker
Portfolio Trader-Stock Tracker
Portfolio Trader-Stock Tracker
Stock portfolio manager
Free

Manage and analyze your stock portfolios with detailed profit and loss views, customizable charts, and multi-currency support. Track individual holdings, portfolio totals, and compare performance against market indices. Includes an Apple Watch app for convenient access.

Multiple Profit & Loss (P&L) viewsInstrument and portfolio history chartsMulti-currency support with instant conversions
💰 Finance
(414)
free with in-app purchases
5
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
6
Pininvest Portfolio Management
Pininvest Portfolio Management
Pininvest Portfolio Management
Fundamentals & Market Analysis
Free

Build and test investment strategies with virtual portfolios and simulated trades. Analyze asset performance, risk, and fundamentals with detailed charts and market insights. Discover curated financial assets and track your personal selections.

Virtual portfolio creationSimulate tradesTrack asset performance
💰 Finance
(1)
free
7
NRP Portfolio Manager
NRP Portfolio Manager
NRP Portfolio Manager
by New Republic Partners, Inc.
Free

Access your New Republic Partners portfolio data with a user-friendly interface. View performance reports for specific time frames, asset classes, and accounts. Requires client authorization.

Portfolio data accessPerformance reportsTime frame filtering
💰 Finance
(3)
free
8
Portfolio Management
Portfolio Management
Portfolio Management
Set My Asset Allocation Out
$29.99

This app helps users quickly verify asset allocation results and cross-check outcomes during meetings. It offers a user-friendly portfolio management tool with optimization and visualization features, allowing manual adjustments or automatic optimization with constraints. All data is managed offline, and simulations can be exported via email.

Portfolio management and optimizationEfficient frontier visualizationManual asset allocation
💰 Finance
(0)
paid
9
My Westlake Portfolio
My Westlake Portfolio
My Westlake Portfolio
by Westlake Services, Llc
Free

Manage your Westlake Portfolio Management accounts on the go. This app allows users to make payments, set up recurring payments, and access payoff information directly from their mobile device.

Manage accounts on mobileMake paymentsSign up for recurring payments
💰 Finance
(7.4K)
free
10
Synx - Net Worth & Portfolio
Synx - Net Worth & Portfolio
Synx - Net Worth & Portfolio
Asset Management for Investors
Free

This app offers a privacy-first approach to tracking your net worth and managing investments across various asset classes. It provides real-time market data and automated cash flow tracking without requiring bank account connections. Your financial data remains securely on your device.

Privacy-first data handlingTrack stocks, crypto, real estate, and moreReal-time market data updates
💰 Finance
(1)
freemium
11
Simple Stocks
Simple Stocks
Simple Stocks
Global Portfolio Tracker
Free

Consolidate all your investments, including stocks, crypto, ETFs, and forex, into a single, easy-to-manage platform. Gain real-time insights into your portfolio's performance across global markets. Offers on-device calculations and no personal data collection for enhanced privacy.

Real-time portfolio insightsGlobal market access (50+ exchanges)Cryptocurrency tracking (2,500+ pairs)
💰 Finance
(93)
free with in-app purchases
12
Portfolio - Monitor Stocks
Portfolio - Monitor Stocks
Portfolio - Monitor Stocks
Manage your Securities
Free

Track your investments with real-time updates on asset value, daily changes, and total profit or loss. Create watchlists, monitor dividends, and view graphical statistics of your yearly gains. Supports stocks, indices, ETFs, and cryptocurrencies.

Manage multiple portfoliosProfit & Loss (P&L) trackingDividend updates
💰 Finance
(141)
free with in-app purchases
13
Dividend Tracker - DivTracker
Dividend Tracker - DivTracker
Dividend Tracker - DivTracker
Stock Portfolio Calculator
Free

Effortlessly track and visualize your dividend income from stocks. This app consolidates your portfolio, analyzes payouts, and provides timely notifications for key dividend events. Stay informed with company news and manage your investments with ease.

Link brokerage accountsVisualize dividend incomeUpcoming dividend payouts
💰 Finance
(3.5K)
free with in-app purchases
14
Equira: Portfolio Manager
Equira: Portfolio Manager
Equira: Portfolio Manager
Stocks, Crypto, ETF & Dividend
Free

Consolidate all your investments, including stocks, crypto, and ETFs, in one intuitive platform. Monitor performance with live pricing, clear charts, and detailed analytics. Securely connect accounts or manage holdings manually for a comprehensive overview of your financial assets.

Track stocks, crypto, ETFs, funds, and moreMonitor portfolio value and daily changesView asset allocation breakdowns
💰 Finance
(7)
freemium
15
Fidelity Investments
Fidelity Investments
Fidelity Investments
Invest, save, plan in one app.
Free

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.

Invest in stocks, ETFs, mutual fundsTrade cryptocurrenciesCash management and bill pay
💰 Finance
(3.2M)
free with in-app purchases
16
Moneycontrol - Markets & News
Moneycontrol - Markets & News
Moneycontrol - Markets & News
Your Portfolio Manager
Free

Track financial markets, manage your investments, and access business news. Get real-time data on stocks, mutual funds, and commodities, along with expert analysis and personalized insights. Facilitates loans and fixed deposits.

Market tracking (stocks, mutual funds, commodities)Portfolio managementReal-time market data and charts
💰 Finance
(2.4K)
freemium
17
Carta - Manage Your Equity
Carta - Manage Your Equity
Carta - Manage Your Equity
All things equity in one place
Free

This platform helps individuals manage their equity, build businesses, and invest in emerging companies. The app allows users to handle all equity-related tasks, including accepting grants and exercising options.

Manage equityBuild businessesInvest in companies
💰 Finance
(9.2K)
ad-supported
18
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Saving, investing, stocks.
Free

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing
💰 Finance
(17K)
free with in-app purchases
19
NetBenefits
NetBenefits
NetBenefits
Fidelity workplace benefits
Free

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

Manage retirement savingsAccess stock optionsView health insurance details
💰 Finance
(29K)
free
20
Scripbox Mutual Fund & SIP App
Scripbox Mutual Fund & SIP App
Scripbox Mutual Fund & SIP App
Invest in MF, SIP, Save Tax
Free

Invest in mutual funds and SIPs with personalized recommendations based on your risk profile and financial goals. Track your entire portfolio, receive expert guidance for asset allocation, and save on taxes with ELSS funds. Secure, paperless transactions are supported.

Personalized investment plansSIP and lump sum investmentsPortfolio review and monitoring
💰 Finance
(106)
free with in-app purchases

FAQ about Portfolio Management

What are the best portfolio management apps for iPhone?
Online Portal by AppFolio tops our portfolio management apps ranking as of July 2026, with a 4.8-star average from 2.3K App Store ratings, and it's free to download.
Yes — 19 of the top portfolio management apps we rank are free to download, including Online Portal by AppFolio and Investing.com: Stock Market.
Online Portal by AppFolio shows ads and has no in-app purchases, according to its App Store listing as of July 2026.
We track 204+ portfolio management apps on the iOS App Store as of July 2026, ranked by rating, recency, and analysis of real user reviews.
The Online Portal app allows you to pay rent or dues, set up automatic payments, submit and monitor maintenance requests, access important documents like inspection reports or meeting minutes, and view your lease agreement. Homeowners can also submit architectural requests and view association events.
This application is specifically designed for residents and homeowners whose property management company uses AppFolio Property Manager. It serves as a direct communication and management tool between you and your property or association manager.

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