Investment Portfolio Management - Top Apps & Software

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

SBI Securities

Mobile app for stock trading and investment management: buy/sell equities, mutual funds, IPOs, SIPs, F&O; open a paperless Demat 3‑in‑1 account; view real‑time quotes, charts, alerts and portfolio tools.

M1 Finance

M1 Finance is a financial platform for investing, borrowing, and spending, offering personalized portfolios, automated management, and digital banking services.

Bitsgap

Bitsgap is a platform for automating crypto trading, featuring trading bots, portfolio management, and tools for risk management across multiple exchanges.

SSI iBoard

SSI iBoard is an online trading platform for securities, enabling buying, selling, and managing investments with real-time insights and portfolio tools.

Zerodha Console

Zerodha Console is a dashboard for managing trading activities, offering portfolio insights, tax reports, and analytics for informed investment decisions.

Zapper

Zapper is an app for tracking your DeFi portfolio and investing in various opportunities in decentralized finance.

YouHodler

YouHodler is a financial app for managing, trading, and lending cryptocurrencies and fiat while providing portfolio management tools.

Blossom Social

Blossom Social connects investors to share verified portfolios and trades, offering tools for tracking investments and learning from a supportive community.

Vested

Vested is an app for investing in US stocks and ETFs from India, offering tools for portfolio management and investment tracking, with no commissions or minimum deposits.

CryptoJam

CryptoJam is an app for tracking cryptocurrency portfolios, offering tools and resources for managing investments and engaging with the crypto community.

Enfusion

Enfusion is a cloud-based investment management platform that integrates front, middle, and back-office functions for real-time portfolio tracking and analytics.

ETF Insider

ETF Insider is an analytics app for retail investors, providing insights on ETF performance, portfolio management, and market trends to aid investment decisions.

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Tonghuashun is a mobile/web financial app providing real‑time market quotes (including Level‑2), news, charts, stock screening, portfolio/watchlist management, and community discussion.

Stock Portfolio Tracker

Tracks and analyzes stock portfolios using 30+ years of data and Money-Weighted Rate of Return; handles dividends and corporate actions, real-time prices, multiple portfolios and currency conversion.

smallcase

smallcase is an investment app offering curated stock and ETF portfolios based on themes and strategies, allowing users to invest directly in Indian equities.

Wealthfront

Wealthfront is a financial management app that offers automated investment services, cash management, advanced financial tools, and a portfolio line of credit for effective wealth building.

NuInvest

NuInvest is a financial app from Nubank that simplifies investment management and tracking for users, offering tools for portfolio analysis and decision-making.

Coinpanda

Coinpanda is a crypto portfolio tracker and tax calculator that supports 800+ exchanges and wallets, offering transaction tracking and tax report generation.

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Mirae Asset Securities app lets users trade and manage domestic, global, pension and other financial investments 24/7 with market data, charts, order types, portfolio tracking and secure access.

Meritrade

Meritrade is an online trading app for the Nigerian stock market, allowing users to buy and sell shares, track investments, and access real-time market data.

Stock Unlock

Stock Unlock is an investment education and analysis app that provides tools for both novice and experienced investors to track markets and manage portfolios.

Nomy Finance

Nomy Finance is a platform for managing digital assets, enabling access to DeFi services like liquidity pools, yield farming, and portfolio management for investors.

ADVFN US

The ADVFN US app provides free stock and cryptocurrency quotes, market data, portfolio management, and community message boards for investors.

IPOTGO

IPOTGO enables seamless trading of mutual funds, stocks, and ETFs within a single platform, offering real-time market updates and financial analytics.

flatex

The flatex app enables users to trade stocks, ETFs, funds, and more, providing real-time data, portfolio management, and secure transactions on mobile devices.

Market Data

The Market Data app provides access to current and historical market data for various financial instruments, with tools for analysis, portfolio management, and real-time updates.

TCInvest

TCInvest is a Vietnam-focused wealthtech app for managing and monitoring investment portfolios, providing market data, order execution, stock and fund information, and portfolio tracking.

Pro Stock Tracker

Pro Stock Tracker allows users to track stocks, ETFs, crypto, and forex, manage portfolios, calculate profits, access performance insights, and set price alerts.

Bareksa

Bareksa is a trusted investment app in Indonesia for managing mutual funds and government securities, providing tools for efficient financial planning.

StockPil.com

Provides timely updates and analysis on stock markets, global business trends, finance news, and economic developments.

Zerion

Zerion is a non-custodial Web3 wallet for managing DeFi and NFT portfolios across multiple blockchain networks with a user-friendly interface.

Profit.com

Profit.com is a trading app that provides real-time market data, advanced charting, portfolio management, and news features for informed trading decisions across various asset classes.

Superhero

Superhero lets users buy ASX and US shares online with low fees, offering investment accounts, insights, and security features for simplified trading.

Genial Investimentos

Genial Investimentos is a digital app for tracking and managing investment portfolios with access to real-time market data and performance analysis.

Toro Investimentos

Toro Investimentos is a financial app that simplifies investing by offering various investment options and tools for managing portfolios and tracking market performance.

InvestEngine

InvestEngine is an ETF investment platform that allows users to manage portfolios commission-free, offering DIY and managed options with fractional investing and various account types.

Magnifi

Magnifi is an investment app that simplifies stock and fund discovery using natural language, AI tools, and seamless brokerage integration for better financial management.

PortfolioPilot

PortfolioPilot is an AI-driven portfolio tracker that provides insights, recommendations, and automated monitoring for improved investment strategies.

Moneyfarm

Moneyfarm is a digital investment platform offering managed portfolios through ISAs and General Investment Accounts, tailored to users' risk tolerance and goals.

My Stock Scanner

My Stock Scanner is a web app for analyzing and tracking global stocks, ETFs and indexes — offering stock screening, valuation charts, timing signals, watchlists, alerts and portfolio tracking.

interactive investor

Manage and monitor UK and international investments; trade shares, funds, ETFs and trusts; handle ISAs, SIPPs, Junior ISAs and general accounts; view quotes, research, watchlists and secure access.

1BitUp

1BitUP is a cloud mining platform that allows users to mine Bitcoin without hardware, offering flexible plans, fixed income, and user-friendly monitoring.

TickerTracker

TickerTracker tracks institutional portfolios and insider transactions, offering real-time data, alerts, and analysis for effective investment management.

Gainium

Gainium is an automated cryptocurrency trading platform for executing trading strategies, tracking portfolios, and fostering community learning among traders.

FundzBazar

FundzBazar is an online platform for mutual fund investments in India, offering investment tracking, portfolio management, and personalized financial insights.

Personal Finance Lab

Personal Finance Lab offers financial literacy games and tools for budgeting, investing, and tracking finances to help users manage their financial lives effectively.

Altrady

Altrady is a cryptocurrency trading platform that provides tools for trading, portfolio management, market analysis, and real-time alerts across multiple exchanges.

Tickeron

Tickeron is a financial marketplace app using AI to optimize portfolios, analyze market patterns, and provide trading tools for stocks, forex, and cryptocurrency.

Sharesight

Sharesight is an online portfolio tracker that automatically tracks stocks, ETFs, trades, and dividends, helping investors manage and analyze their investments efficiently.

Titan

The Titan app offers active investment management with automated portfolios, personalized advice, and features for various account types to help users manage their capital.

Bondora

Bondora is a peer-to-peer lending app that connects borrowers with investors, offering tools for automated investment and portfolio management.

Dividend.com

Dividend.com helps investors track and analyze dividend stocks, offering tools for portfolio management and automated dividend monitoring.

Kuvera

Kuvera is an investment app to buy direct mutual funds, trade stocks, book online FDs, track EPF and gold, and use SIP/STP/SWP and portfolio planning tools without distributor commissions.

Questrade

Questrade is a Canadian online brokerage app for buying/selling stocks, ETFs, options, IPOs, currencies, GICs and metals; supports self-directed trading and managed portfolios.

Xtrades

Xtrades is a trading app for U.S. options and stocks, offering tools for market monitoring, trade execution, portfolio management, and educational resources.

StockApp

StockApp is a Fintech tool that helps MSMEs digitize business operations like inventory, sales, and cash flow, allowing real-time updates from multiple users.

VNSC

VNSC by Finhay is an investment management app that provides tools, real-time data, and analysis for effective decision-making in financial markets.

Ticker

Ticker is a stock market app that provides real-time market data, portfolio tracking, analytics, and news to help users manage their investments effectively.

Clearwater Analytics

Clearwater Analytics is a SaaS platform for automated investment data management, providing aggregation, reconciliation, accounting, and reporting services.