Top Jacobi Alternatives

Jacobi is a cloud-based platform for managing multi-asset investments, enabling portfolio design, analysis, and client engagement with customizable dashboards and reports.

Looking for apps like Jacobi? Explore similar apps and alternatives, ranked based on their features, categories, and use cases.

Snowball Analytics

Snowball Analytics

Snowball Analytics is an app for tracking investment portfolios, managing dividends, benchmarking, and accessing company financials.

Coin Stats

Coin Stats

Coin Stats is a cryptocurrency portfolio management app that tracks assets across exchanges and wallets, providing analytics and trading tools.

Koyfin

Koyfin

Koyfin is a financial analytics platform for advisors to track portfolios, analyze investments, create reports, and conduct stock research.

Fidelity

Fidelity

The Fidelity Investments app allows users to manage financial assets, monitor retirement savings, conduct trades, and access research and investment tools.

CoinTracking

CoinTracking

CoinTracking is a portfolio manager for cryptocurrencies, offering tools for tracking assets, analyzing performance, and generating tax reports.

InvestNext

InvestNext

InvestNext is a platform for managing real estate investments, offering tools for onboarding investors, capital raising, compliance, and performance analysis.

CoinTracker

CoinTracker

CoinTracker is a cryptocurrency portfolio manager and tax software that tracks investments across exchanges and automates tax reporting.

CoinGecko

CoinGecko

CoinGecko app tracks cryptocurrency prices, market stats, and news, offering portfolio management and analytics tools for informed investment decisions.

Groww

Groww

Groww is an investment and trading app to open a free Demat account, trade NSE/BSE stocks, invest in direct mutual funds (SIP or lump sum) and apply for IPOs; supports payments and account tools.

ICICI Direct

ICICI Direct

The ICICI Direct app enables users to trade stocks, manage investments, and analyze market data, offering tools for equity portfolios, F&O trading, and systematic investments.

Trade Republic

Trade Republic

Trade Republic is a financial app for investing in stocks, ETFs, and cryptocurrencies with low fees, automated savings plans, and a user-friendly interface.

토스증권

토스증권

Toss Securities is an investment app that enables users to manage stocks and other financial products, providing market data and trading tools.

Bibit

Bibit

Bibit is a mobile app for investing in mutual funds, allowing users to manage and track their investments easily with integrated financial services.

Trader Make Money

Trader Make Money

Trader Make Money is a trading app for managing investment portfolios, offering real-time data, customizable analytics, and AI recommendations for stocks and cryptocurrencies.

Personal Capital

Personal Capital

Personal Capital is a financial management app that helps users track assets, investments, and plan for retirement with various tools and insights.

Moneycontrol

Moneycontrol

Moneycontrol is a finance app for tracking Indian and global markets, managing investments, and accessing financial news and analysis.

DEGIRO

DEGIRO

The DEGIRO app allows users to trade various financial instruments globally at low costs, providing tools for easy portfolio management and access to market information.

Investipal

Investipal

Investipal is an AI-driven app for portfolio management that automates investment policy creation, offers personalized advice, and tracks investments with real-time updates.

Avanza

Avanza

Avanza is a financial management app that helps users manage investments and savings, providing tools for tracking, analysis, and educational resources.

Coin Market Manager

Coin Market Manager

Coin Market Manager is a tool for tracking and analyzing cryptocurrency portfolios across multiple exchanges, offering automated journaling and performance analytics.

Good Crypto

Good Crypto

Good Crypto is an app that helps users manage their cryptocurrency portfolios by connecting to multiple exchanges and providing real-time market updates.

Morningstar

Morningstar

Morningstar Office is a portfolio management platform for RIAs, offering data integration, client reporting, portfolio monitoring, financial planning, and CRM tools.

Hargreaves Lansdown

Hargreaves Lansdown

The Hargreaves Lansdown app is an investment platform for managing portfolios, providing access to various financial products and educational resources.

E*TRADE

E*TRADE

The E*TRADE app allows users to trade stocks and ETFs, access mutual funds, analyze markets, manage portfolios, and stay updated on investment trends.

mStock

mStock

mStock is an investment app that allows users to trade stocks, mutual funds, and more with zero brokerage for life while providing real-time market data and investment tools.

Savvy Trader

Savvy Trader

Savvy Trader allows users to create, share, and discover investment portfolios, tracking stocks and crypto investments in one place.

XP Investimentos

XP Investimentos

The XP Investimentos app allows users to manage investments, track portfolios, and access market data and financial products in a user-friendly interface.

Trading Terminal

Trading Terminal

Trading Terminal is a trading platform for analyzing stocks, futures, crypto, forex, and bonds, offering tools for real-time data, charting, and portfolio management.

Stockbit

Stockbit

Stockbit is a stock investing app that allows users to discuss, analyze, and trade stocks with real-time market data and community insights.

Motilal Oswal

Motilal Oswal

The Motilal Oswal app enables users to invest in Indian stocks, mutual funds, options, and US stocks, providing portfolio management and market insights.