Best Westlake Portfolio Apps

219+ iOS apps curated and reviewed

4.3 avg rating
20 free apps
Updated June 2026

If you already know My Westlake Portfolio, this is the deeper bench. 219+ westlake portfolio apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of June 2026.

Compare top Westlake Portfolio Apps (June 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1My Westlake PortfolioMy Westlake PortfolioFree4.6โ˜… (7.4K)NoNoJul 2026
2Alinea: Automated InvestingAlinea: Automated InvestingFree4.8โ˜… (97K)NoNoJul 2026
3Abyan Capital: Save and InvestAbyan Capital: Save and InvestFree4.7โ˜… (1K)NoNoJul 2026
4Morningstar InvestorMorningstar InvestorFree4.0โ˜… (7K)NoYesJul 2026
5Goldman Sachs MarqueeGoldman Sachs MarqueeFree4.9โ˜… (1K)YesNoJul 2026
6BlackRock InstitutionalBlackRock InstitutionalFree4.2โ˜… (74)NoNoJun 2026
7Titan: Your Wealth TeamTitan: Your Wealth TeamFree4.6โ˜… (7K)YesNoJul 2026
8Cube Wealth: Financial PlannerCube Wealth: Financial PlannerFree3.9โ˜… (14)YesNoMay 2026

Top Picks for Westlake Portfolio

My Westlake Portfolio#1

My Westlake Portfolio by Westlake Services, Llc

Editor's Choice
๐Ÿ’ฐ Finance
4.6๐Ÿ˜ž(7.4K ratings)
Free
My Westlake Portfolio screenshot 1
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Manage your Westlake Portfolio Management accounts on the go. This app allows users to make payments, set up recurring payments, and access payoff information directly from their mobile device.

What We Love

  • ๐Ÿš€ Easy to use
  • โฑ๏ธ Convenient payments
  • ๐Ÿ‘ Great app
  • ๐Ÿ•ฐ๏ธ Time saver

Room to Improve

  • ๐Ÿค– Poor customer service
  • ๐Ÿ’ฐ Unnecessary fees
  • ๐Ÿ”‘ Login issues
Alinea: Automated Investing#2

Alinea: Automated Investing by ALINEA INVEST, LLC

Expert Portfolios, AI Insights
Strong Contender
๐Ÿ’ฐ Finance
4.8๐Ÿ˜Š(97K ratings)
Free
#23in Finance
Alinea: Automated Investing screenshot 1
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Alinea: Automated Investing screenshot 6

Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.

What We Love

  • ๐Ÿš€ Easy to use
  • ๐Ÿ‘ User-friendly interface
  • ๐Ÿ’ก Innovative investing features
  • ๐Ÿš€ Streamlined investing process

Room to Improve

  • ๐Ÿ› Subscription charges without consent
  • ๐Ÿ› Difficulty cancelling subscriptions
  • ๐Ÿ› Slow customer support response times
Abyan Capital: Save and Invest#3

Abyan Capital: Save and Invest by Abyan Capital

Shariah Investing and Saving
Worth Considering
๐Ÿ’ฐ Finance
4.7๐Ÿ˜ž(1K ratings)
Free
Abyan Capital: Save and Invest screenshot 1
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Abyan Capital: Save and Invest screenshot 3
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Abyan Capital: Save and Invest screenshot 5

Invest and save ethically with this Shariah-compliant platform. Open an account quickly, receive a personalized portfolio, and grow your wealth with automated features and transparent insights. Save smarter with daily returns and flexible withdrawal options.

What We Love

  • ๐Ÿ’ฐ Good returns
  • ๐Ÿ‘ Easy to use
  • ๐Ÿค– Automated investment management
  • ๐ŸŒ“ Dark mode feature

Room to Improve

  • ๐Ÿ› App crashes and login issues
  • โฑ๏ธ Slow withdrawal process
  • ๐Ÿ’ธ High fees and commissions

More Westlake Portfolio apps to explore

4
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
๐Ÿ’ฐ Finance
(7K)
free with in-app purchases
5
Goldman Sachs Marquee
Goldman Sachs Marquee
Goldman Sachs Marquee
Market insights and analytics
Free

Access market insights, research, and analytics from financial experts. Stay updated with curated content, podcasts, and interactive tools for informed decision-making.

Personalized market commentary feedCurated research and thematic contentLibrary of podcasts, interviews, and webinars
๐Ÿ’ฐ Finance
(1K)
ad-supported
6
BlackRock Institutional
BlackRock Institutional
BlackRock Institutional
Market and investment insights
Free

Access market insights, investor education, and community discussions from financial experts. Monitor your investment portfolios on the go with in-depth analyses and tactical views.

Market and investment insightsInvestor education contentCommunity discussions
๐Ÿ’ฐ Finance
(74)
free
7
Titan: Your Wealth Team
Titan: Your Wealth Team
Titan: Your Wealth Team
Investing, Wealth Management
Free

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.

Dedicated advisory teamProfessional investment managementAutomated cash management
๐Ÿ’ฐ Finance
(7K)
freemium
8
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Savings and Investment Guide
Free

This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.

Wealth managementInvestment planningRetirement planning
๐Ÿ’ฐ Finance
(14)
ad-supported
9
getquin - Portfolio Tracker
getquin - Portfolio Tracker
getquin - Portfolio Tracker
Track Investments & Dividends
Free

Track all your investments, from stocks and ETFs to real estate and collectibles, in one place. Monitor your net worth in real-time, analyze performance with detailed breakdowns, and plan for future cash flows with a dividend calendar. Connect with a community of investors for insights and feedback.

Real-time portfolio trackingAggregated net worth monitoringDividend calendar and forecasts
๐Ÿ’ฐ Finance
(341)
free with in-app purchases
10
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
๐Ÿ’ฐ Finance
(46)
free
11
Tradesk: Trade & Invest
Tradesk: Trade & Invest
Tradesk: Trade & Invest
0 Commission on US Stocks
Free

Trade stocks, ETFs, and options with zero commissions on an intelligent platform. Leverage AI-powered insights for portfolio analysis, market trends, and trade execution. Invest in fractional shares and explore curated themes.

Zero commission stock and ETF tradingAI-powered portfolio insightsLive AI market pulse
๐Ÿ’ฐ Finance
(58)
free with in-app purchases
12
Ursa Invest
Ursa Invest
Ursa Invest
A Curated Investing App
Free

This app acts as a digital portfolio manager, using an AI recommendation engine to build and actively manage personalized stock portfolios. It provides digestible research and daily insights, along with free macroeconomic market updates for everyone.

Personalized stock portfoliosAutomated portfolio managementAI recommendation engine
๐Ÿ’ฐ Finance
(19)
ad-supported
13
Astor: AI Investment Advisor
Astor: AI Investment Advisor
Astor: AI Investment Advisor
Talk to your investments
Free

This AI-powered advisor analyzes your investment portfolio, identifies gaps, and guides you toward smarter financial decisions. It offers 24/7 AI-driven insights, connects all your accounts, and provides performance comparisons and market recaps.

AI investment advisorPortfolio analysisConnect financial accounts
๐Ÿ’ฐ Finance
(283)
free with in-app purchases
14
Wealthbox
Wealthbox
Wealthbox
CRM for Financial Advisors
Free

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

Client relationship managementContact management with quick actionsRedesigned calendar and task management
๐Ÿ’ผ Business
(1.6K)
free
15
PitchBook Mobile
PitchBook Mobile
PitchBook Mobile
VC, PE and M&A data
Free

Access comprehensive VC, PE, and M&A data on your mobile device. Stay informed with global capital markets insights, industry news, and collaboration tools. Track financial data, conduct due diligence, and connect with dealmakers from anywhere.

VC, PE, and M&A data accessGlobal capital markets insightsIndustry news tailored to sector
๐Ÿ’ฐ Finance
(1.1K)
free
16
smallcase: Stocks, MFs, FDs
smallcase: Stocks, MFs, FDs
smallcase: Stocks, MFs, FDs
Stocks & Mutual Funds App
Free

Invest in diversified model portfolios of stocks, ETFs, and mutual funds for long-term wealth. Explore thematic investing and receive expert rebalance updates. Track net worth and invest in direct mutual funds and fixed deposits.

Diversified model portfoliosThematic investing ideasExpert-managed portfolios
๐Ÿ’ฐ Finance
(755)
free with in-app purchases
17
Fundrise: Invest in Alts
Fundrise: Invest in Alts
Fundrise: Invest in Alts
Venture, Real estate, Income
Free

Build a diversified portfolio of private market investments, including real estate, venture capital, and private credit. Access high-growth opportunities and receive transparent reporting with bank-level security. Start investing with flexible minimums.

Invest in private real estateInvest in venture capitalInvest in private credit
๐Ÿ’ฐ Finance
(38K)
free
18
Barronโ€™s - Investing Insights
Barronโ€™s - Investing Insights
Barronโ€™s - Investing Insights
Finance & Stock Market News
Free

Access in-depth financial analysis, investment strategies, and market news from a leading publication. Stay informed on global markets, stocks, bonds, and economic developments with exclusive articles and data.

In-depth financial analysisInvestment strategiesGlobal market news
๐Ÿ“ก News
(13K)
subscription
19
Workplace | American Century
Workplace | American Century
Workplace | American Century
Employer Retirement Plans
Free

Track your employer-sponsored retirement plan investments and monitor your progress towards your financial goals. Make informed decisions by viewing account balances, performance, and transaction history. Easily adjust your investments and future contribution allocations on the go.

View account balancesTrack investment performanceReview transaction history
๐Ÿ’ฐ Finance
(2)
ad-supported
20
Fisher Market Insights
Fisher Market Insights
Fisher Market Insights
Our latest analysis and tips
Free

Access market analysis, economic insights, and investment trends from seasoned professionals. Explore articles, videos, and podcasts to stay informed on global markets and investor sentiment. Share valuable content easily within the app.

Market analysis articlesEconomic insightsInvestor sentiment trends
๐Ÿ’ฐ Finance
(47)
free

FAQ about Westlake Portfolio

What are the best westlake portfolio apps for iPhone?
My Westlake Portfolio tops our westlake portfolio apps ranking as of June 2026, with a 4.6-star average from 7.4K App Store ratings, and it's free to download.
Yes โ€” 20 of the top westlake portfolio apps we rank are free to download, including My Westlake Portfolio and Alinea: Automated Investing.
My Westlake Portfolio has no ads and has no in-app purchases, according to its App Store listing as of June 2026.
We track 219+ westlake portfolio apps on the iOS App Store as of June 2026, ranked by rating, recency, and analysis of real user reviews.
The app allows Westlake Portfolio Management account holders to manage their accounts directly from their mobile devices. Key features include making payments, signing up for recurring payment plans, and accessing payoff information.
This app is designed for existing account holders of Westlake Portfolio Management. It provides a convenient way for them to manage their financial accounts and make payments on the go.

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