Best Qtrade Guided Portfolio Apps

4.8😐(66K ratings)

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Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

What We Love

💰 High yield savings account
🔍 Easy to link and manage accounts
🤖 Automated investing and portfolio management
👨‍💻 Responsive customer service
🏆 Positive investment returns

Room to Improve

🤖 Automated investing underperforms manual investing
🤔 Unclear account selection when making deposits
⏱️ Slow transfer and withdrawal process
🔒 Security issues with account access
🙅‍♀️ Lack of transparency and communication

M1: AI Wealth Management by M1 Finance LLC

AI financial advisor built in

Strong Contender

4.7😊(75K ratings)

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This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

What We Love

🚀 Great update and app
🚀 Wonderful app to organize accounts
🚀 Easiest visual long-term investing app
👍 Excellent service and good app
👍 Best app for path to financial freedom
👍 Best investing platform to date

Room to Improve

🔍 Stop pushing users to take on margin debt
🐛 Buggy and glitchy app
🔍 Confusing and baffling app
🔍 Clunky UX with unclear onboarding
🔍 Horrible customer service
💰 Transfers take too long
🔍 Pie and slice concept not user-friendly

Empower ® by Empower Retirement, LLC

Plan, save, invest, retire

Worth Considering

Alinea: Automated Investing

4.8😞(423K ratings)

Free

#41in Finance

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

What We Love

👍 Good product overall
🚀 Sleek design and robust performance
🔒 Excellent customer service and support

Room to Improve

🐛 Buggy and unreliable app
⏱️ Slow loading times
🤔 Missing key features and functionality
🤯 Confusing and unintuitive navigation
💻 Forced to use app instead of website
🇨🇦 Not compatible with Canadian users

More Qtrade Guided Portfolio apps to explore

AI Trades- Stocks, ETF, Crypto

Professionally managed portfoliosAI-powered investment insightsThematic investing playlists

This app helps you invest toward your financial goals with AI-powered insights and professionally managed portfolios. Track your performance, visualize your account, and access educational resources to understand your investments. It's designed for U.S. residents aged 17+ who want a streamlined approach to investing.

Track your goals on-the-go

View account holdings and performanceTrack progress toward financial goalsMessage and share documents with team

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

(144K)

by National Financial Services LLC

Wealthscape Investor℠

Access managed brokerage accountsView portfolio, positions, and balancesAccess account statements and tax forms

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 orders. Enhanced security features include biometric login and two-factor authentication.

(19K)

Stash: Investing made easy

Invest in Stocks and ETFs.

Expert-built portfoliosAutomated investingPersonalized financial guidance

Invest in stocks and ETFs with expert-built portfolios, personalized guidance, and automation. This app helps everyday Americans grow their money for retirement, future goals, or as first-time investors. It offers tools like automated investing, a stock-back debit card, and financial coaching.

Ally: Bank, Auto & Invest

(311K)

subscription

The app for all things money

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

(114K)

IBKR Mobile - Invest Worldwide

Trade At the Lowest Cost

Real-time quotes and chartsMarket scannersStandard and complex order types

Trade global financial markets with a mobile platform offering real-time quotes, charts, and scanners. Supports standard and complex order types. Explore market data with delayed quotes without registration.

Invest with expertise

Saudi & International brokerageInvestment funds accessReal-time stock prices

This app provides a comprehensive platform for all your investment needs, offering brokerage services for Saudi and international markets, along with access to investment funds. It features a user-friendly interface with tools for informed decision-making, making it suitable for both new and experienced investors.

Beautiful Trading 212 View

Read-only account statusClean and beautiful layoutUses public API (beta)

View your Trading 212 account status with this lightweight, read-only application. It presents your financial data in a clean and beautiful layout using the public API. Prioritizing privacy, it offers no tracking, ads, or data storage.

(2)

Finhabits: Invest My Money

Invest, Learn, and Protect

Automated investment accountsRetirement savings optionsHealth, dental, and vision insurance plans

This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.

free with in-app purchases

(22K)

Portfolio View by Carson

by CARSON GROUP HOLDINGS, LLC

Investment visibilityNet worth trackingAssets and liabilities overview

Stay connected to your financial picture with this app. Quickly view investments, net worth, assets, and liabilities in a secure mobile experience for easy check-ins and everyday visibility. Keep your financial information accessible anytime, anywhere.

Access your LPL financial accounts securely and conveniently from your mobile device. Track your portfolio, monitor transactions, and view account documents. Stay informed with daily market updates and investment research to help you reach your financial goals.

Monitor total portfolio valueTrack account balances and transactionsAnalyze asset allocations

Monitor your investments on the go with this app. Access account information, view portfolio allocation, holdings, and historical activity. Initiate check deposits and access electronic documents and statements from your mobile device.

Investment portfolio monitoringAccount balance and holdings viewTransaction history

All your assets in one place

Track equities, currencies, crypto, commodities, ETFs, and indicesAdd and manage transactionsDisplay prices in multiple currencies

Track a wide range of assets, including stocks, cryptocurrencies, and commodities, all in one place. Add transactions, view performance statistics, and customize currency displays. Your data remains private and secure.

This finance app provides investors with a mobile platform to manage their investment accounts. It allows users to view their profile, check portfolios, review historical transactions, and access account statements and news. Registration on the website is required before using the app.

View profile and portfolioCheck historical transactionsTrack stocks by broker and period

(5)

Understand your portfolio

Navexa Portfolio Tracker

Real-time holding and portfolio trackingDetailed charting and analyticsTrack stocks, ETFs, and crypto

Track your investments with real-time data on stocks, ETFs, and cryptocurrencies. Analyze performance, monitor capital gains and income, and manage dividends automatically. Access detailed charting and analytics for self-directed investors.

free with in-app purchases

(0)

Plynk: Grow as an Investor

Invest in Stocks & Funds

Trade stocks, funds, and cryptoCommission-free on stocks & ETFsLearn investing basics

Learn and trade stocks, funds, and crypto with a simplified investing experience. Start with as little as $1 and benefit from commission-free trading on stocks and ETFs. Explore investment ideas, practice with simulated trading, and access educational resources.

free with in-app purchases

(2.9K)

Park Avenue® Wealth Management

by Park Avenue Securities

Account balances and holdingsInvestment performance trackingPortfolio allocation overview

Access your investment accounts, view balances, track performance, and manage transactions on the go. Securely store and share documents with your advisor. Requires an existing account with Park Avenue Securities.

(24)