Best Qtrade Guided Portfolios Apps

Connect and track financial accountsCreate custom budgets and spending plansSet savings goals and track debt payoff

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

(12K)

Autopilot: Automated Investing

In your own brokerage account

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

(21K)

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.

Never worry about money again

Create and share unlimited spending plansAutomatically import transactionsManually add transactions

This app helps users gain control of their finances by creating flexible spending plans, tracking expenses, and managing debt. It aims to reduce financial stress and empower users to reach their goals. Features include account linking, manual transaction entry, and collaborative planning for multiple users.

Track Stocks, Crypto and more

Sync with 300+ exchanges and walletsReal-time price updatesSmart price alerts

This app allows users to track all their investments, including stocks, crypto, ETFs, and forex, in one place. It offers real-time updates, smart price alerts, and detailed portfolio analytics with bank-level security. Syncs with over 300 exchanges and wallets.

(11K)

Robinhood: Trading & Investing

Stocks, ETFs, Crypto & Options

Commission-free stock, ETF, and options tradingCrypto trading with low costsAdvanced charting and technical indicators

Invest in stocks, ETFs, options, and crypto with commission-free trading. Utilize advanced charting tools, price alerts, and technical indicators to inform your strategies. Access prediction markets for event-based trading and earn interest on uninvested cash with a premium subscription.

M1: Invest & Bank Smarter

(4.8M)

freemium

Manage Money, Build Wealth

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing

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.

(75K)

NerdWallet: Smart Money App

Track, Save & Invest

Track cash, investments, credit cards, loans, and propertyMonitor and cancel recurring bills and subscriptionsActionable financial insights on credit score and cash flow

This app helps you manage your finances by tracking spending, monitoring bills, and providing insights into your credit score and cash flow. It also offers opportunities to earn interest on cash, invest in Treasury Bills, and automate investments.

(125K)

Invest, save, plan in one app.

Fidelity Investments

Invest in stocks, ETFs, mutual fundsTrade cryptocurrenciesCash management and bill pay

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

(3.3M)

Investing, Wealth Management

Titan: Your Wealth Team

Dedicated advisory teamProfessional investment managementAutomated cash management

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

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

Vanguard: Save, Invest, Retire

(4K)

free

Investing, Advice, Retirement

Account overview and balance trackingInvestment performance trackingCost basis and day change details

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Revolut: Send, spend and save

(177K)

free

Change the way you money

Multi-currency spending and transfersVirtual and physical card optionsStock trading with low minimums

Manage your money with a comprehensive financial app. Spend, send, and save across multiple currencies, invest in stocks, and track your spending with smart tools. Offers features for both adults and children's financial education.

(72K)

Buddy: Budget Planner App

Bill Tracker & Money Manager

Create personal budgetsShared budgeting for couples/groupsConnect bank accounts for transaction import

This app helps you create and manage personal or shared budgets. Track expenses, connect your bank account for automatic transaction import, and gain a clear overview of your spending, income, and savings. It also features tools to split costs and settle up with others.

(9.5K)

Build savings, track your loan

Oportun: Savings & Loans

Automated savings towards goalsPersonalized savings based on spendingPause or transfer savings anytime

This finance app helps you reach savings goals by automatically setting aside money based on your income and spending. It also allows existing loan members to easily manage their accounts and payments within the app.

Stock Portfolio Command Center

Portfolio Command CenterInstitutional-grade researchDaily market updates

This app provides a comprehensive platform for long-term investors, combining portfolio tracking, institutional-grade research, and market updates. It helps users build and follow investment strategies based on fundamentals, offering insights to make informed decisions and identify potential investment opportunities.

(2.4K)

by National Financial Services LLC

Wealthscape Investor℠

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders

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.