Best Portfolio Performance Apps

5.0(3 ratings)

FreeIn-App Purchases

Track your investments confidently with this mobile companion to a desktop application. It securely syncs your financial data via cloud storage and performs all calculations locally. View statements, charts, earnings, and more, with an optional premium subscription for enhanced dashboard features.

Profit: Portfolio Performance by codefreeze GmbH

On-device portfolio tracking

Strong Contender

3.7(6 ratings)

FreeIn-App Purchases

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Track your investment portfolio performance securely on your Mac, iPhone, or iPad. Monitor multiple accounts, measure profit and dividends, and compare against benchmarks. Your financial data remains private and on-device.

My Stocks Portfolio & Market by Peeksoft

Stock Market, Stocks & Crypto

Worth Considering

Exirio: Portfolio Tracker

4.8😊(7.4K ratings)

FreeAdsIn-App Purchases

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Monitor your investments across various asset classes, including stocks, ETFs, and cryptocurrencies. Visualize portfolio performance with detailed metrics and charts, and stay informed with real-time market news and quotes.

What We Love

🚀 Full-featured
👍 Concise format for stock prices
👍 Easy to use and navigate
👍 Accurate up-to-date information
👍 Customizable portfolios
👍 Sleek and professional design
👍 Reliable and works well
👍 Excellent for portfolio tracking
👍 Simple and easy to use
👍 Fantastic app for keeping track of investments
👍 Great for monitoring portfolio performance

Room to Improve

🐛 Widget issues after iOS updates
🐛 Bugs with reports and data refreshing
🐛 Lack of support for futures and complex instruments
🐛 Incorrect YTD % changes
🐛 Slow response from developers on issues

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Portseido

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Track 70+ stock exchanges, ETFs, and CryptosMonitor past and future dividendsManage asset allocation and performance

Track all your investments, including stocks, ETFs, and cryptocurrencies, across over 70 exchanges. Monitor dividends, manage asset allocation, and measure portfolio performance with detailed analytics and visualizations. Keep your investments under control from your mobile device.

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ad-supported

by QTech Solutions Pty Ltd

Track Indian stocks and mutual fundsView portfolio performanceStock and NAV charts

Monitor your Indian stock and mutual fund investments effortlessly. Input your transactions to view portfolio performance, charts, and overall profit/loss. Data can be exported and imported, with daily automatic updates.

Track Your Investments

Manage investment portfolioTrack individual stock performanceView overall portfolio value

Manage your investments from a single platform. Monitor the performance of individual stocks and see your total portfolio value.

Parqet - Portfolio Tracker

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Track your investments and portfolio performance in real-time. Connect to over 50 brokers and exchanges to monitor stocks, ETFs, and cryptocurrencies. Gain insights with powerful analytics, dividend planning, and tax exposure visualization.

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Track Stocks, ETFs & Dividends

AI-driven asset researchFundamental analysis and scoringDividend tracking

Gain a clear understanding of your total asset ownership and their quality. This app uses AI to analyze drivers and risks, providing fundamental analysis and valuation metrics for each holding. It prioritizes privacy by parsing broker statements on your device.

Manage your global property investments from a single app. Track rental yield, capital gains, and cash flow with real-time market data. Identify opportunities and simplify performance tracking with an intuitive interface.

Track all properties in one placeMeasure capital growthTrack rent trends

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Private Portfolio Tracker

Offline Net Worth & Allocation

Offline net worth trackingManual data entryCSV import/export

Track your net worth and investments privately without connecting bank accounts. Manually enter or import holdings to monitor performance and allocation offline, with optional iCloud sync.

by COMSOL DISTRIBUTION SERVICES PRIVATE LIMITED

Holistic Portfolio Tracker

All-in-One Portfolio Tracker

Track stocks, ETFs, and bondsMonitor cryptocurrencies and NFTsManage real estate investments

Manage all your investments, from stocks and crypto to real estate and collectibles, in one place. Get a clear overview of your assets and performance without the need for spreadsheets. Achieve financial freedom with an easy and enjoyable tracking experience.

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Portfolio data accessPerformance reportsTime frame filtering

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.

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Stock Events Market Tracker

Dividend, Earnings & Portfolio

Portfolio tracking for stocks, ETFs, bonds, and cryptoDividend income and ex-dividend date monitoringEarnings and IPO calendar with notifications

Monitor your investments, including stocks, ETFs, and cryptocurrencies, and stay updated on dividends, earnings, and market events. Track portfolio performance, passive income, and receive alerts for key financial news.

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Crypto, NFTs, and Stocks

Real-time portfolio trackingSolana token tradingNFT and stock tracking

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