Best Portfolio Management Apps

205+ iOS apps curated and reviewed

4.7 avg rating
19 free apps
Updated June 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
๐Ÿ“Š Productivity
4.9๐Ÿ˜ž(732 ratings)
FreeAds
#44in 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

  • ๐Ÿš€ Easy to use
  • ๐Ÿš€ Convenient for paying rent
  • ๐Ÿš€ Maintenance requests
  • ๐Ÿš€ Autopay option

Room to Improve

  • ๐Ÿ› Buggy app
  • ๐Ÿ› Login issues
  • ๐Ÿ› Payment processing problems
Stocks#2

Stocks by Apple Inc.

Strong Contender
๐Ÿ’ฐ Finance
4.6๐Ÿ˜Š(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

  • ๐Ÿš€ Quick access to stock data
  • ๐Ÿ‘ Easy to use and navigate
  • ๐Ÿ” Comprehensive stock information
  • ๐Ÿ“ฐ Useful news integration

Room to Improve

  • ๐Ÿ› Scrolling issues and data lags
  • ๐Ÿ’ฐ Paywall for news articles
  • ๐Ÿ” Limited customization options
Pininvest Portfolio Management#3

Pininvest Portfolio Management by Marwodis SA

Fundamentals & Market Analysis
Worth Considering
๐Ÿ’ฐ Finance
5.0(1 ratings)
Free
Pininvest Portfolio Management screenshot 1
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Pininvest Portfolio Management screenshot 4
Pininvest Portfolio Management screenshot 5
Pininvest Portfolio Management screenshot 6

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
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
๐Ÿ’ฐ Finance
(37K)
free with in-app purchases
5
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
๐Ÿ’ฐ Finance
(414)
free with in-app purchases
6
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
๐Ÿ’ฐ Finance
(0)
paid
7
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
๐Ÿ’ฐ Finance
(2.1K)
freemium
8
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
๐Ÿ’ฐ Finance
(3)
free
9
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
๐Ÿ’ฐ Finance
(4)
freemium
10
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
๐Ÿ’ฐ Finance
(7.4K)
free
11
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
๐Ÿ’ฐ Finance
(0)
freemium
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
๐Ÿ’ฐ Finance
(141)
free with in-app purchases
13
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)
๐Ÿ’ฐ Finance
(93)
free with in-app purchases
14
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
๐Ÿ’ฐ Finance
(3.5K)
free with in-app purchases
15
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
๐Ÿ’ฐ Finance
(2.4K)
freemium
16
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
๐Ÿ’ฐ Finance
(17K)
free with in-app purchases
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
๐Ÿ’ฐ Finance
(9.2K)
ad-supported
18
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
๐Ÿ’ฐ Finance
(29K)
free
19
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
๐Ÿ’ฐ Finance
(3.2M)
free with in-app purchases
20
eToro: Investing made social
eToro: Investing made social
eToro: Investing made social
Trade the worldโ€™s top markets
Free

Invest in stocks, ETFs, and cryptocurrencies with zero commissions. Earn interest on your cash balance and explore options trading. Connect with a community of investors and practice with virtual funds.

Zero commission stock and ETF investingBuy popular cryptocurrenciesHigh-Interest Cash Program
๐Ÿ’ฐ Finance
(9.7K)
free with in-app purchases

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