Best Portfolio Management App

223+ iOS apps curated and reviewed

4.6 avg rating
19 free apps
Updated June 2026

If you already know Online Portal by AppFolio, this is the deeper bench. 223+ portfolio management app apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of June 2026.

Top Picks for Portfolio Management App

Online Portal by AppFolio#1

Online Portal by AppFolio by AppFolio

Pay rent or dues instantly
Editor's Choice
📊 Productivity
4.8😞(2.3K ratings)
FreeAds
#29in Productivity
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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
Portfolio Trader-Stock Tracker#2

Portfolio Trader-Stock Tracker by Purescope Pty Ltd

Stock portfolio manager
Strong Contender
💰 Finance
4.6😊(414 ratings)
FreeIn-App Purchases
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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.

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
Snowball Analytics#3

Snowball Analytics by Snowball Analytics

Portfolio & Dividend Tracker
Worth Considering
💰 Finance
4.8😊(2.1K ratings)
FreeAdsIn-App Purchases
#77in Finance
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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.

What We Love

  • 🚀 Efficient portfolio tracking
  • 👍 Intuitive and user-friendly
  • 💡 Detailed analytics and forecasting
  • 🔍 Comprehensive dividend tracking

Room to Improve

  • 🐛 Connectivity issues with some brokers
  • 🕰️ Delayed data updates
  • 💰 Subscription fees may be high for some

More Portfolio Management App apps to explore

4
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
5
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
(19K)
free with in-app purchases
6
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
7
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
8
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
9
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
10
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
11
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
12
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
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)
💰 Finance
(93)
free with in-app purchases
14
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
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
💰 Finance
(2.4K)
freemium
16
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
17
Buildium
Buildium
Buildium
Manage your Buildium portfolio
Free

This app empowers property managers with essential tools on the go. It streamlines task management, payment processing, and access to crucial property and contact information. Stay connected and informed about your portfolio from anywhere.

Manage tasks and work ordersReceive resident paymentsView property information
💼 Business
(4.5K)
freemium
18
Schroders Wealth Management
Schroders Wealth Management
Schroders Wealth Management
Access your portfolio anytime
Free
💰 Finance
(0)
19
AppFolio Property Manager
AppFolio Property Manager
AppFolio Property Manager
Manage your AppFolio units
Free

Manage your rental properties and associations from anywhere with this comprehensive mobile tool. Perform inspections, create work orders, handle leasing, and document properties with ease. Stay connected to your property management system on the go.

Real-time property inspections with photo uploadsCreate and manage work orders in the fieldUpload photos for marketing and documentation
💼 Business
(308)
ad-supported
20
Public: Invest & Trade
Public: Invest & Trade
Public: Invest & Trade
Stocks, Crypto, Options, Bonds
Free

Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.

Transfer existing portfolios1% uncapped transfer matchInvest in stocks, options, bonds, crypto
💰 Finance
(84K)
free with in-app purchases