Best Portfolio Management Apps

249+ iOS apps curated and reviewed

4.4 avg rating
18 free apps
Updated August 2026

Every iPhone needs a few good portfolio management apps. We benchmark 249+ 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 (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Portfolio ManagementPortfolio Management$29.99NoNoJun 2026
2Online Portal by AppFolioOnline Portal by AppFolioFree4.8★ (5.3K)NoNoAug 2026
3Pininvest Portfolio ManagementPininvest Portfolio ManagementFree5.0★ (1)NoNoMay 2026
4Portfolio Trader-Stock TrackerPortfolio Trader-Stock TrackerFree4.6★ (423)NoYesAug 2026
5StocksStocksFree4.6★ (696K)YesNoAug 2026
6My Westlake PortfolioMy Westlake PortfolioFree4.6★ (7.4K)NoNoAug 2026
7Investing.com: Stock MarketInvesting.com: Stock MarketFree4.7★ (38K)YesYesAug 2026
8Fidelity InvestmentsFidelity InvestmentsFree4.8★ (3.3M)NoNoAug 2026

Top Picks for Portfolio Management

Portfolio Management#1

Portfolio Management by Tarik BELABED

Set My Asset Allocation Out
Editor's Choice
💰 Finance
0.0(0 ratings)
$29.99
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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.

Online Portal by AppFolio#2

Online Portal by AppFolio by AppFolio, Inc.

Pay rent or dues instantly
Strong Contender
📊 Productivity
4.8😞(5.3K ratings)
Free
#36in Productivity
Online Portal by AppFolio screenshot 1
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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
Pininvest Portfolio Management#3

Pininvest Portfolio Management by Marwodis SA

Fundamentals & Market Analysis
Worth Considering
💰 Finance
5.0(1 ratings)
Free
Pininvest Portfolio Management screenshot 1
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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.

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
(423)
free with in-app purchases
5
Stocks
Stocks
Stocks
by Apple
Free

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.

Customizable watchlistsReal-time quotes and price changesInteractive stock charts
💰 Finance
(696K)
free with in-app purchases
6
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
7
Investing.com: Stock Market
Investing.com: Stock Market
Investing.com: Stock Market
Market tracker & finance news
Free

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.

Real-time market data & quotesPersonalized portfolio trackingEconomic calendar
💰 Finance
(38K)
free with in-app purchases
8
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
(3.3M)
free with in-app purchases
9
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
10
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
(58)
free with in-app purchases
11
Portfolio Management Profi
Portfolio Management Profi
Portfolio Management Profi
by BSurprise Company Limited
Free
📊 Productivity
(0)
12
Snowball Analytics: Stocks
Snowball Analytics: Stocks
Snowball Analytics: Stocks
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
13
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
14
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
(94)
free with in-app purchases
15
Dividend Tracker - DivTracker
Dividend Tracker - DivTracker
Dividend Tracker - DivTracker
Stock Portfolio Analytics
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
(3.6K)
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
Autopilot: Automated Investing
Autopilot: Automated Investing
Autopilot: Automated Investing
In your own brokerage account
Free

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker
💰 Finance
(21K)
free with in-app purchases
18
Echo Wealth Management Mobile
Echo Wealth Management Mobile
Echo Wealth Management Mobile
by ECHO WEALTH MANAGEMENT LLC
Free
💰 Finance
(0)
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
Portfolio Log
Portfolio Log
Portfolio Log
by Manu Gupta
$1.99

Organize and track your stock and fund investments with details like purchase date, share price, and market value. Save and share portfolio statements to monitor financial progress and share with advisors.

Track stock and fund investmentsRecord purchase details (symbol, name, date, price)Monitor share price changes and market value
💰 Finance
(2)
paid

FAQ about Portfolio Management

Are there free portfolio management apps for iPhone?
Yes — 18 of the top portfolio management apps we rank are free to download, including Online Portal by AppFolio and Pininvest Portfolio Management.
Portfolio Management has no ads and has no in-app purchases, according to its App Store listing as of August 2026.
We track 249+ portfolio management apps on the iOS App Store as of August 2026, ranked by rating, recency, and analysis of real user reviews.
Portfolio Management is a paid application, priced at $21.99. This one-time purchase grants you access to all its features without recurring fees.
Portfolio Management is available for iOS devices, including iPhone and iPad. It is designed to function across these Apple platforms.

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