Investment Portfolio Management: best apps and software
Investment portfolio management software tracks holdings, allocations, performance, and rebalancing across client or personal investment portfolios.

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

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

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

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

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

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

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

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

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.

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

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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.

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.

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.

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.

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

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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.

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.

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

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.

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.

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.

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.

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.

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

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.

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.

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

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

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

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

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.

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

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.

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.

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.

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

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.

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

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

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

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.

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.

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.

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

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.

TIAA
The TIAA app helps users manage retirement and financial planning, providing access to accounts, investment options, tracking tools, and educational resources.

Mirae Asset Mutual Fund
Mirae Asset Mutual Fund app lets users manage and invest in mutual funds paperlessly using PAN/email/mobile, explore schemes, start SIPs, tag goals, check KYC and track portfolios.

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