Best Portfolio Snapshot Apps

Blossom: Social Investing

Track Stocks, ETFs & Dividends

Free

Join a community of investors to share portfolios, trades, and ideas, get insights on popular stocks, discover new investment opportunities, manage portfolios, track dividends, access learning resources, and earn money by learning about new stocks.

Morningstar Investor

by Morningstar, Inc.

Free

Discover a comprehensive investment app that offers market monitoring, portfolio tracking, analyst research, and real-time quotes. Access premium investment data, news, and videos, and enjoy seamless account integration for registered users. Join now for a wealth of financial resources and tools.

dub: Social Investing App

Automate your investing

Free

This application functions as a platform for copy trading and creating investment portfolios. Users can either copy other investors or have their portfolios copied, trade portfolios of influential finance personalities and professionals, create their own portfolios, and compete by sharing their investment strategies. Start investing and sharing your portfolio today!

Portfolio Trader-Stock Tracker

Stock portfolio manager

Free

Stay on top of your investments with our professional stock portfolio manager and tracker. Track multiple portfolios and analyze your holdings effortlessly on your iPhone, iPad, and Apple Watch. Start managing your stocks today!

Wealthscape Investor℠

by National Financial Services LLC

Free

Access your managed brokerage accounts with ease using this app, featuring advanced security measures like biometric login and two-factor authentication. Enjoy convenient self-service capabilities and access account information effortlessly, including statements, tax forms, and more. To get started, contact your financial institution to enroll in Wealthscape Investor or Online Brokerage.

Beanstox: Automated Investing

Seriously Simple Investing®

Free

Automated Investing app offering over 5% on savings, personalized expert-built portfolios, and investments in 500 major US companies. Start with free Power Savings for 5% savings or free Stocks 500 for automated investing in a selection of US companies.

Portfolio Performance

Track your investments

Free

Track your investments on the move with this mobile companion app, allowing you to view and analyze your portfolio, edit transaction history, and access performance views and charts, all while keeping your financial data secure. Download now and take control of your investments, or upgrade to a premium subscription for additional features and dashboard support.

Bitfolio - crypto portfolio

Your private portfolio tracker

Free

Manage your financial portfolio with Bitfolio – the all-in-one app for tracking cryptocurrencies, stocks, assets, and more. Monitor your investments, create multiple portfolios, and stay informed with detailed insights. Take control of your wealth today.

Portfolio Tracker: Finance Bay

Track Investments & News

Free

This application helps you track, analyze, and benchmark your investments by providing a real-time, centralized view of your entire portfolio across multiple brokerages and asset classes. With features like historical data, customizable transaction categories, and multi-device sync, it enables you to make informed investment decisions and take control of your financial future, so download now to start investing smarter.

Sharesight - Portfolio Tracker

by Sharesight Limited

Free

Stay on top of your investments with this iOS app, which allows you to track your portfolio, create a custom watchlist, and access key data on stocks, etfs, and funds. Download to mirror up to 10 of your investment portfolios and stay informed on market performance.

Investor360°

by Advisor360°, LLC

Free

Access a comprehensive financial management tool for real-time balance tracking, transaction history, detailed account breakdowns, and secure messaging with file attachment. Streamline and optimize your financial experience with continual 24/7 platform access.

Portfolio - Monitor Stocks

Manage your Securities

Free

Monitor your investments with a comprehensive portfolio management tool, tracking current asset value, daily changes, and total profit & loss. Create watchlists, manage multiple portfolios, and stay on top of your stocks with features like automatic price updates, dividend tracking, and graphical statistics.

TradeSmith

by TradeSmith LLC

Free

Stay on top of the latest financial news and market trends with this app, and make informed investment decisions based on technical analysis. Create personalized watch lists and import your portfolio to gain insights into market performance and hidden risks.

Total Return Preview

Calculate your Total Return

Free

The Total Return app is a powerful financial tool that allows you to calculate your total returns. With a simple and user-friendly interface, you can easily transfer your data from the discontinued Total Return Preview app to the new and improved Total Return app. Install the Total Return app today and take control of your financial future.