Investment Portfolio Management - Top Apps & Software

Investment portfolio management software tracks holdings, allocations, performance, and rebalancing across client or personal investment portfolios.

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.

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.

CoinGecko

CoinGecko

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

Moneycontrol

Moneycontrol

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

Fidelity

Fidelity

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

eToro

eToro

eToro is a trading app that allows users to invest in various assets, copy trades, and engage with a global trading community, suitable for all experience levels.

Koyfin

Koyfin

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

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.

Coin Stats

Coin Stats

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

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.

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.

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.

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.

토스증권

토스증권

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

CoinTracker

CoinTracker

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

Ally

Ally

The Ally app consolidates banking, investing, and financial planning into one platform, allowing users to manage accounts, invest, and perform banking tasks efficiently.

CoinTracking

CoinTracking

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

5paisa

5paisa

The 5paisa app facilitates online stock trading, offering access to major exchanges, investment options, and tools for managing portfolios and automating trades.

Avanza

Avanza

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

getquin

getquin

getquin is an app for tracking stocks, ETFs, cryptos, and alternative assets, offering financial insights and tools for managing investments.

Cryptowatch

Cryptowatch

Cryptowatch is a cryptocurrency tracking app that allows users to monitor real-time prices, set alerts, and analyze market data across various exchanges.

ET Money

ET Money

ET Money is an app for managing personal finances, allowing investments in direct mutual funds, tracking expenses, and securing insurance in one place.

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.

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.

CoinMarketCal

CoinMarketCal

CoinMarketCal is an economic calendar for the cryptocurrency market, offering event tracking, portfolio management, and community features for traders.

Boursorama

Boursorama

Boursorama is a financial app offering real-time market data, news, and portfolio tracking, aimed at helping users manage investments and stay informed.

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.

Stash

Stash

Stash is a personal finance app that allows users to invest in fractional shares, manage banking services, and learn about investing.

Mirae Asset

Mirae Asset

The Mirae Asset app enables users to manage investments in stocks, ETFs, mutual funds, and more, offering a user-friendly platform for 24/7 trading.

Hargreaves Lansdown

Hargreaves Lansdown

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

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.

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.

Nordnet

Nordnet

Nordnet is an online brokerage app that allows users to trade financial instruments, access market data, and connect with other investors for portfolio inspiration.

Univest

Univest

Univest is an investment app that allows users to track their investments, trade, access market analysis, and receive expert trading advice.

Acorns

Acorns

Acorns is a micro-investing app that automatically invests spare change from purchases into diversified portfolios, making investing simple and accessible.

MarketBeat

MarketBeat

MarketBeat provides real-time financial data, market analysis, and tools for investors to track stocks, analyze trends, and manage portfolios effectively.

Morningstar

Morningstar

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

Stockpile

Stockpile

Stockpile is an investment app that allows users to buy and sell stocks and ETFs, track portfolios, and access educational resources, with no trading fees.

네이버 증권

네이버 증권

네이버 증권 is a financial app providing stock market data, news, market indicators, and research for informed investment decisions.

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.

Betterment

Betterment

Betterment helps employers manage 401(k) plans, offering investment management, financial guidance, and various tools for employee retirement savings.

Koinly

Koinly

Koinly is a cryptocurrency calculator that tracks transactions, calculates capital gains, and generates tax reports for investors across various exchanges and wallets.

VectorVest

VectorVest

VectorVest is a stock analysis app that offers buy/sell signals, portfolio management, and market insights using fundamental and technical analyses.

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.

myinvestor

myinvestor

MyInvestor is a neobank offering a free savings account with a 1.25% interest rate for one year and an option for 1.50% with monthly investments.

VNDIRECT

VNDIRECT

VNDIRECT is a financial app for investors, offering tools for real-time market data, portfolio management, trading, and educational resources.

altFINS

altFINS

altFINS is a cryptocurrency analytics platform for tracking assets, analyzing portfolios, and executing trades across various exchanges.

口袋證券

口袋證券

A mobile trading app for Taiwan and US stocks, ETFs, and bonds that lets users open accounts, monitor markets, analyze stocks, and place orders in one place.

Stock Rover

Stock Rover

Stock Rover is an investment analysis platform that helps users screen stocks, track portfolios, and analyze performance across major brokerage accounts.

Investing.com Indonesia

Investing.com Indonesia

Investing.com Indonesia provides real-time quotes, portfolio management, market data, and financial news for effective investment tracking and analysis.

CryptoView

CryptoView

CryptoView is a platform for managing cryptocurrency portfolios and trading across multiple exchanges with advanced charting and market analysis tools.

Snowball Analytics

Snowball Analytics

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

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.

Zonebourse

Zonebourse

Zonebourse provides real-time stock quotes, financial data, market analysis tools, and a portfolio tracker for managing investments and staying informed about market trends.

Coinlib

Coinlib

Coinlib provides live and historical cryptocurrency prices, news, charts, and portfolio tracking tools, with alerts for market changes.

FinamTrade

FinamTrade

FinamTrade tracks Russian and foreign stock prices, bonds, currencies, ETFs, futures, and options, offering tools for trading and investment management.

Cornix

Cornix

Cornix is an automated crypto trading platform that allows users to manage portfolios, customize trading strategies, and receive real-time updates via Telegram.

Savvy Trader

Savvy Trader

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

investingLive

investingLive

investingLive provides real-time market news, live quotes, interactive charts, and portfolio tracking for forex, stocks, and commodities, supporting informed trading decisions.