Best Portfolio Snapshot Apps

207+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated May 2026

From beginner-friendly picks to power-user tools, our portfolio snapshot list covers 207+ iPhone apps updated through May 2026. Compare ratings, prices, and screenshots in one place.

Compare top Portfolio Snapshot Apps (May 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Portfolio SnapshotPortfolio SnapshotFree5.0★ (1)NoNoMay 2026
2Stock Events Portfolio TrackerStock Events Portfolio TrackerFree4.8★ (2.1K)NoYesAug 2026
3Snowball AnalyticsSnowball AnalyticsFree4.8★ (2.1K)NoYesAug 2026
4Blossom: Social InvestingBlossom: Social InvestingFree4.7★ (2.8K)YesYesAug 2026
5Morningstar InvestorMorningstar InvestorFree4.0★ (7K)NoYesAug 2026
6dub: Social Investing Appdub: Social Investing AppFree4.7★ (10K)NoYesAug 2026
7Portfolio Trader-Stock TrackerPortfolio Trader-Stock TrackerFree4.6★ (422)NoYesAug 2026
8Wealthscape Investor℠Wealthscape Investor℠Free4.7★ (19K)NoNoAug 2026

Top Picks for Portfolio Snapshot

Portfolio Snapshot#1

Portfolio Snapshot by THOMAS ROBERT STEVENSON

Track Your Stock Investments
Editor's Choice
💰 Finance
5.0(1 ratings)
Free
Portfolio Snapshot screenshot 1
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Easily track your stock investments with real-time price updates and automatic gain/loss calculations. Your financial data remains private and stored locally on your device, with no account required.

Stock Events Portfolio Tracker#2

Stock Events Portfolio Tracker by Stock Events GmbH

Dividend, Earnings & Finance
Strong Contender
💰 Finance
4.8😊(2.1K ratings)
FreeIn-App Purchases
Stock Events Portfolio Tracker screenshot 1
Stock Events Portfolio Tracker screenshot 2
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Stock Events Portfolio Tracker screenshot 5
Stock Events Portfolio Tracker screenshot 6

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.

What We Love

  • 👍 Clean interface and easy to use
  • 🚀 Smooth and aesthetically pleasing
  • 🔍 Provides comprehensive features and information
  • 📈 Excellent for tracking dividends and portfolio performance

Room to Improve

  • 🐛 Occasional bugs and glitches
  • 🕰️ Delayed or inaccurate data updates
  • 💰 Subscription fees considered too high by some users
Snowball Analytics#3

Snowball Analytics by Snowball Analytics

Portfolio & Dividend Tracker
Worth Considering
💰 Finance
4.8😊(2.1K ratings)
FreeIn-App Purchases
#71in 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 Snapshot apps to explore

4
Blossom: Social Investing
Blossom: Social Investing
Blossom: Social Investing
Learn & Follow Real Portfolios
Free

Track your investments, including stocks, ETFs, and dividends, in one place. Follow real investor portfolios, research assets, and learn investing fundamentals through interactive lessons. Connect your brokerage accounts for automatic portfolio updates and dividend income forecasts.

Automatic portfolio trackingDividend income forecastFollow real investor portfolios
💰 Finance
(2.8K)
freemium
5
Morningstar Investor
Morningstar Investor
Morningstar Investor
by Morningstar, Inc.
Free

This app provides expert investment analysis and tools to refine your strategy and maximize returns. Monitor markets, access comprehensive data on stocks and funds, track your portfolio, and stay updated with the latest financial news and commentary.

Portfolio monitoring toolsSecurity search and watchlistsIndependent analysis and ratings
💰 Finance
(7K)
free with in-app purchases
6
dub: Social Investing App
dub: Social Investing App
dub: Social Investing App
Copy Trade Stocks & ETFs
Free

Discover and automatically copy the trades of successful investors. This platform offers transparent performance data and a social feed to learn from experts. Start investing with as little as $200 and outsource your investment decisions.

Discover 400+ real investorsCopy trades automaticallyTransparent and verified investor performance
💰 Finance
(10K)
free with in-app purchases
7
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
(422)
free with in-app purchases
8
Wealthscape Investor℠
Wealthscape Investor℠
Wealthscape Investor℠
by National Financial Services LLC
Free

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders
💰 Finance
(19K)
free
9
Beanstox: Simple Investing
Beanstox: Simple Investing
Beanstox: Simple Investing
Seriously Simple Investing®
Free

This app offers automated investing in diversified ETF portfolios, retirement accounts, and other options. It simplifies long-term investing with recurring deposits and portfolio management, making it accessible for both beginners and experienced investors.

Automated ETF portfolio investingRetirement accounts (Traditional & Roth IRAs)Invest in Gold and Bitcoin ETFs
💰 Finance
(3.6K)
free with in-app purchases
10
Portfolio Performance
Portfolio Performance
Portfolio Performance
Track your investments
Free

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.

Investment trackingSecure data synchronizationLocal data calculations
💰 Finance
(3)
freemium
11
Bitfolio - crypto portfolio
Bitfolio - crypto portfolio
Bitfolio - crypto portfolio
Private cryptocurrency tracker
Free

Effortlessly track a diverse portfolio of cryptocurrencies, stocks, forex, and tangible assets like real estate and collectibles. This privacy-focused app requires no account creation and keeps all your financial data securely on-device.

Comprehensive portfolio managementTrack crypto, stocks, forex, ETFsMonitor wealth in real estate, luxury items
💰 Finance
(523)
free with in-app purchases
12
Portfolio Tracker: Finance Bay
Portfolio Tracker: Finance Bay
Portfolio Tracker: Finance Bay
Stocks, ETF, Crypto & Dividend
Free

Consolidate and analyze your investments across multiple brokerages. Visualize asset allocation, track historical data, and create watchlists for over 70,000 assets. Seamlessly sync across Apple devices for real-time market insights.

Consolidated portfolio viewHistorical account statisticsUnlimited account groups
💰 Finance
(50)
freemium
13
Sharesight - Portfolio Tracker
Sharesight - Portfolio Tracker
Sharesight - Portfolio Tracker
by Sharesight Limited
Free

Manage your investments on the go with this portfolio tracker. Monitor stocks, ETFs, and dividends, and create custom watchlists. Access and update your investment performance with enhanced security features.

Custom stock watchlistMirror multiple portfoliosReal-time return updates
💰 Finance
(4)
free with in-app purchases
14
Investor360°
Investor360°
Investor360°
by Advisor360°, LLC
Free

Gain a comprehensive view of your entire financial life with real-time data and detailed account breakdowns. Securely communicate with advisors and access your financial information anytime, anywhere.

Real-time holdings and balancesBalance and transaction historyDetailed position breakdown
💰 Finance
(93)
free
15
Equira: Portfolio Manager
Equira: Portfolio Manager
Equira: Portfolio Manager
Personal Stocks & ETF Growth
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
💰 Finance
(8)
freemium
16
Evibe — Portfolio Tracker
Evibe — Portfolio Tracker
Evibe — Portfolio Tracker
AI, Stocks, Crypto & Dividends
Free

This AI-powered portfolio tracker automatically syncs with your brokers to provide real-time market data and analytics for stocks, options, and crypto. It offers AI-driven insights, investment ideas, and seamless integration with popular AI models.

Automatic broker syncing via PlaidReal-time tracking of stocks, options, dividends, ETFs, cryptoAI-powered portfolio analysis and suggestions
💰 Finance
(2)
free with in-app purchases
17
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
18
TradeSmith
TradeSmith
TradeSmith
by TradeSmith LLC
Free

Stay informed on financial market trends with real-time headlines and technical analysis. Track your favorite investments and uncover hidden risks in your portfolio.

Financial market headlinesTechnical analysis insightsCustomizable watch lists
💰 Finance
(41)
free
19
portfolio lite
portfolio lite
portfolio lite
by Andrew Collins
Free

Easily monitor your stock investments with a clean and straightforward interface. This tool helps you keep track of your stock portfolios without unnecessary complexity.

Stock investment trackingPortfolio monitoringClean interface
💰 Finance
(0)
free
20
Total Return Preview
Total Return Preview
Total Return Preview
Calculate your Total Return
Free

This application is being discontinued and users are encouraged to migrate to a new version. It offers a simple data transfer process for past users to move their information to the successor app.

Total return calculationData transfer to new appDiscontinuation notice
💰 Finance
(46)
free

FAQ about Portfolio Snapshot

What are the best portfolio snapshot apps for iPhone?
Portfolio Snapshot tops our portfolio snapshot apps ranking as of May 2026, with a 5.0-star average from 1 App Store ratings, and it's free to download.
Yes — 20 of the top portfolio snapshot apps we rank are free to download, including Portfolio Snapshot and Stock Events Portfolio Tracker.
Portfolio Snapshot has no ads and has no in-app purchases, according to its App Store listing as of May 2026.
We track 207+ portfolio snapshot apps on the iOS App Store as of May 2026, ranked by rating, recency, and analysis of real user reviews.
Portfolio Snapshot is a free iOS application designed to help you track your stock investments. It allows you to add your holdings, view real-time prices, and monitor your gains and losses.
Portfolio Snapshot prioritizes privacy by storing all your portfolio data locally on your iPhone. No account creation or cloud synchronization is required, ensuring your information never leaves your device.