Investment Portfolio Management: best apps and software

Bond Smartly

Bond Smartly is a platform for investors to access detailed information and tools for managing corporate bonds and optimizing investment strategies.

Venture IQ

Venture IQ is a platform that provides data and tools for venture capital and private equity investments, aiding in market analysis, deal sourcing, and portfolio management.

Investing & Retirement

Investing & Retirement is an app for managing investment portfolios and retirement planning, offering tools for tracking assets, setting goals, and monitoring financial progress.

eInvest

eInvest allows users to trade shares, ETFs, and REITs across several markets and offers futures trading, margin financing, and share lending services.

Nedbank Private Wealth

Secure, integrated wealth management for high‑net‑worth individuals: manage global accounts, investments and transfers, view portfolio reports, and access advisory and estate planning with biometric login.

Finhay

Finhay is a financial app for personal investments and management, allowing users to track finances and invest with a minimum of 50,000 VNĐ.

Tradespect

Tradespect is a trading app that offers AI-driven stock trade ideas, data analysis, and portfolio management tools for informed trading decisions.

Venture360

Venture360 is a comprehensive app for venture fund management, providing back office accounting, tax support, and investment tracking with simplified processes.

Copia Wealth Studios

Copia Wealth Studios app helps users track and manage investments and assets, providing insights and tools for informed financial decision-making.

Meta Investment

Meta Investment helps users assess risk, create personalized investment portfolios, and provides support to reach long-term financial goals.

Fundrise

Fundrise allows users to invest in a diversified portfolio of real estate and alternative assets via eREITs, suitable for both accredited and non-accredited investors.

MProfit

MProfit is an investment management app that tracks and manages various assets, imports trade data, and generates detailed investment reports.

Kubera

Kubera is a portfolio tracker that allows users to manage and monitor various assets like stocks, crypto, and real estate in one secure platform.

OnTick Invest

OnTick Invest is an automated investment platform that helps users manage and analyze their investments with data analysis tools and portfolio management features.

Streetbeat

Streetbeat is an investment platform that uses AI to help users manage and customize their investment portfolios, offering automatic rebalancing and a tuition rewards program.

AssetPlus

AssetPlus is an Indian digital platform for mutual fund investments and insurance advice, offering a dedicated advisor, goal-based portfolio planning, consolidated tracking and periodic reviews.

RAIZ

RAIZ is a micro-investing app that allows users to save and invest spare change into diversified portfolios, providing automated contributions and investment management.

Rupeezy

Rupeezy is a trading app for stocks, commodities, and forex, offering tools for investing, portfolio management, and market analysis.

Clearwater Analytics

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

Selfwealth

Selfwealth is a low-cost trading app for Australian residents, allowing users to invest in Australian and US stocks and ETFs directly.

TradeWindow

TradeWindow is a digital platform for trade administration, offering tools for efficient trading, portfolio management, and real-time market data.

Ágora Investimentos

Ágora Investimentos is an app for financial management that helps users monitor and analyze their investment portfolios and optimize their strategies.

GASPNTRADER

GASPNTRADER is a free web trading journal that lets you track trades, record P&L, and analyze results with instant access—no registration required.

PL Capital

Mobile app for Indian investors to open a free Demat account, invest in mutual funds, use STP/capital STP, and perform intraday trading with market data and research.

Equentis

Equentis is a stock market investment app for beginners in India, enabling small-cap investments, portfolio management, diversification, and research-based long-term guidance.

Portseido

Portseido tracks investments across platforms, providing performance analysis and insights for both traditional assets and cryptocurrencies.

Ziggma

Tool for investors to link and consolidate accounts, track performance, risk, dividends and carbon footprint, receive stock scores and alerts, and simulate portfolio changes.

Integrated Enterprises

GLIED lets users trade stocks and other securities, invest in mutual funds and IPOs, view real-time market data, and manage portfolios from one app.

Wealthica

Wealthica connects to your financial accounts daily, saves transaction history, and consolidates investments, assets and liabilities for a single view of portfolio performance and allocation.

Market Advisor

Market Advisor is an investment platform that provides financial analysis, market insights, and personalized recommendations for managing investments.

Smart Wealth Pro

Smart Wealth Pro is a financial management app for Nepalese investors, providing tools for portfolio management, financial analysis, and goal-setting.

Coinigy

Coinigy is a cryptocurrency trading platform that integrates over 45 exchanges, offering chart analysis and portfolio management tools for efficient trading.

Wikifolio

Wikifolio is a social trading platform where users share and follow trading ideas, manage portfolios, and engage with a trading community to enhance their investment strategies.

kinfo

kinfo tracks and analyzes trading performance, imports transactions from major US brokers, logs stocks/options/futures/forex/crypto, and lets users view other investors' portfolios.

AllInvestView

AllInvestView allows users to monitor, analyze, and optimize their investment portfolios with real-time updates and customizable dashboards.

Finestel

Finestel is a SaaS platform offering automation tools for trading in cryptocurrency, allowing users to manage multiple exchange accounts and execute trades efficiently.

Kryll³

Kryll³ is a cryptocurrency portfolio management app that tracks assets across chains and wallets, using AI for insights and real-time data analysis.

OnePortfolio

OnePortfolio consolidates stocks, ETFs, and crypto investments into a single dashboard for easy performance tracking across various brokers and currencies.

DMM 株

The DMM 株 app enables users to trade stocks and manage investments with tools for real-time data, trading, and portfolio management.

InvestNow

InvestNow allows users to manage investment accounts with United Capital Plc, offering options like mutual funds, stock trading, and treasury bills.

Palmy Investing

Palmy Investing is an investment research platform for stock analysis and portfolio management, offering tools for data analysis, performance tracking, and market insights.

CoinGape

CoinGape provides news, prices, charts, and tools for analyzing and managing cryptocurrency portfolios and transactions.

KoinX

KoinX is a crypto portfolio tracker that simplifies asset management and tax reporting, integrating with multiple platforms and focusing on compliance for users in Australia.

Coinprofile

Coinprofile allows users to save, send, and spend money in USD globally, using a card for international purchases and securely managing their funds.

InvestNext

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

StockBits

Platform for tracking stocks and cryptocurrencies, offering market data, analysis tools, and community-shared trading signals.

BNY Mellon

The BNY Mellon app provides secure access to financial accounts, investment management, real-time updates, and tools for individual and institutional clients.

Nova Futura Investimentos

Nova Futura Investimentos is a financial management app for tracking investments, offering tools for portfolio management and real-time market updates.

uSMART HK

Mobile trading app for Hong Kong investors to trade HK, US and China A-shares, US options, IPOs, funds, forex and bonds; provides real-time quotes, portfolio management, eDDA/FPS deposits and account services.

Allvue Systems

Allvue Systems is a cloud-based platform that provides software solutions for alternative investment managers, streamlining operations and enhancing decision-making.

ADVFN Brazil

ADVFN Brazil is a financial app providing real-time stock data, portfolio management tools, news, and community forums for investors in the Brazilian markets.

FinQuant Investment

Mobile app for managing and analyzing investments (mutual funds, SIPs, stocks, commodities). Tracks portfolios, performance, risk (VaR/CVaR), transactions, reports, and simulations.

BPI Trade

BPI Trade is a mobile app for trading Philippine stocks, offering real-time market data, portfolio and transaction monitoring, and buy/sell order execution with BPI account integration.

Nord Investimentos

Nord Investimentos is a mobile app to monitor and manage investment portfolios, with real-time market data, alerts, performance reports and educational content for Brazil.

StockApps

StockApps helps users find trading apps and manage investments, providing tools for portfolio updates, stock tracking, and market news.

Cryptio

Cryptio is a crypto accounting platform that helps users store, track, and manage digital assets securely, offering real-time market data and portfolio management tools.

Liqi

The Liqi app allows users to invest in Bitcoin and various cryptocurrencies, manage their portfolio, track investments, and access real-time market updates.

Coiniy

Coiniy is a platform for buying, selling, and trading cryptocurrencies, offering features like futures trading, zero spread trading, and copy trading for users.

Investor Advisor

Investor Advisor is an AI-driven app that offers personalized investment advice, portfolio management, and insights based on users' financial profiles and goals.

Avaloq

Avaloq provides comprehensive software solutions for wealth management and banking, offering both cloud and on-premises deployment options for financial institutions.