Best Portfolio Management Lite Apps

245+ iOS apps curated and reviewed

4.4 avg rating
18 free apps
Updated October 2026

Every iPhone needs a few good portfolio management lite apps. We benchmark 245+ 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 Lite Apps (October 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Portfolio Management LitePortfolio Management Lite$1.99β€”NoYesNov 2026
2M1: AI Wealth ManagementM1: AI Wealth ManagementFree4.7β˜… (75K)YesNoNov 2026
3Portfolio - Monitor StocksPortfolio - Monitor StocksFree4.3β˜… (59)YesYesOct 2026
4NRP Portfolio ManagerNRP Portfolio ManagerFree5.0β˜… (3)NoNoNov 2026
5Autopilot: Automated InvestingAutopilot: Automated InvestingFree4.6β˜… (23K)YesNoNov 2026
6Pininvest Portfolio ManagementPininvest Portfolio ManagementFree5.0β˜… (1)NoNoMay 2026
7AI PortfolioAI PortfolioFree5.0β˜… (2)NoYesOct 2026
8Enrich: Portfolio TrackerEnrich: Portfolio TrackerFree5.0β˜… (7)NoYesOct 2026

Top Picks for Portfolio Management Lite

M1: AI Wealth Management#2

M1: AI Wealth Management by M1 Finance LLC

Investing, saving & advice
Strong Contender
πŸ’° Finance
4.7😊(75K ratings)
FreeAds
M1: AI Wealth Management screenshot 1
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M1: AI Wealth Management screenshot 6

This AI-powered financial advisor offers personalized investment, saving, and borrowing advice directly within your accounts. It acts as a registered fiduciary, legally bound to your best interests, and provides on-demand portfolio reviews and custom investment strategies.

What We Love

  • πŸš€ Great update and app
  • πŸš€ Wonderful app to organize accounts
  • πŸš€ Easiest visual long-term investing app
  • πŸ‘ Excellent service and good app
  • πŸ‘ Best app for path to financial freedom
  • πŸ‘ Best investing platform to date

Room to Improve

  • πŸ” Stop pushing users to take on margin debt
  • πŸ› Buggy and glitchy app
  • πŸ” Confusing and baffling app
  • πŸ” Clunky UX with unclear onboarding
  • πŸ” Horrible customer service
  • πŸ’° Transfers take too long
  • πŸ” Pie and slice concept not user-friendly
Portfolio - Monitor Stocks#3

Portfolio - Monitor Stocks by Raphael Odermatt

Manage your Securities
Worth Considering
πŸ’° Finance
4.3(59 ratings)
FreeAdsIn-App Purchases
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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.

More Portfolio Management Lite apps to explore

FAQ about Portfolio Management Lite

Are there free portfolio management lite apps for iPhone?
Yes β€” 18 of the top portfolio management lite apps we rank are free to download, including M1: AI Wealth Management and Portfolio - Monitor Stocks.
Portfolio Management Lite has no ads and offers in-app purchases, according to its App Store listing as of October 2026.
We track 245+ portfolio management lite apps on the iOS App Store as of October 2026, ranked by rating, recency, and analysis of real user reviews.