Investment Portfolio Management - Top Apps & Software

Fidelity International

The Fidelity International app allows users to manage investments, trade securities, access market research, and handle personal finance tasks securely and efficiently.

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.

Dezerv

Dezerv is a wealth management app for professionals that helps build diversified long-term investment portfolios, offering expert monitoring, timely rebalancing, and multi-asset portfolio tools.

Trefolio

Portfolio tracker for European investors: sync broker accounts (DEGIRO, IBKR, T212, Revolut), show real-time quotes, asset allocation, dividends, performance and AI analysis. Folio free; Trefolio €7.99/mo.

YSflex

YSflex is a stock investment app from Yuanta Securities that provides real-time market data, portfolio tracking, and secure trading of stocks, ETFs, warrants, and bonds on mobile.

Edgefolio

Edgefolio is a fintech app that provides technology platforms to support capital introduction and hedge fund marketing teams in their fundraising efforts.

Fintual

Fintual is a leading investment app that allows over 120,000 users to invest easily in funds, APV, stocks, and ETFs without minimum amounts.

Covercy

Covercy is a real estate syndication platform that combines banking and investment management for automated financial transactions and investor relations.

Kwanti

Kwanti provides portfolio analytics for financial advisors, assisting with model building, client analysis, and proposal generation through a web-based platform.

FinQuant Investment

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

Geojit

FundsGenie by Geojit is a mutual fund app that provides fund recommendations, portfolio analytics, and tools to invest in and manage mutual fund portfolios.

Wisdom Capital

Wisdom Capital is an investment app offering real-time market data, trading, portfolio management, research, personalized recommendations and risk-management tools.

investHQ

investHQ is an investment platform for analyzing and backtesting mutual funds, optimizing portfolios, and managing various investment assets with real-time data and analytics.

Stockspot

Stockspot is a digital investment adviser in Australia that offers automated portfolio management using low-cost ETFs for a hands-off investing approach.

Barita Online

Barita Online is a digital platform for managing finances, offering tools for transactions, investment tracking, and market insights with secure access and user-friendly interface.

投资账本

An investment ledger app for tracking multiple accounts and asset types, recording transactions, monitoring balances, and reviewing portfolio performance in one place.

Hedged

Provides actionable alerts for hedged option and stock trades with step‑by‑step instructions, and curated 'Live Funds' showing allocation, price and timing.

Fast Portfolio

Create and share professional portfolios quickly using modern templates to present your skills and projects.

AJ Bell

AJ Bell app lets UK users manage investments and pensions, view portfolios, trade shares, ETFs, funds and trusts, and use tax-efficient accounts like ISAs and SIPPs.

Geojit Flip

App for placing orders, tracking portfolios and positions, and viewing market charts and updates.

DBS Vickers

DBS Vickers app lets users trade and manage investments across global stock markets, including stocks, derivatives, ETFs and fixed income, with mobile trading, account support and tiered commissions.

YSwinner

YSwinner is a stock trading app that provides real-time market data, order placement, portfolio and account management, tracking lists, and charting/analytics for investors.

WeInvest

WeInvest is a financial app that helps users manage investments, monitor portfolios, and access market insights while ensuring security and user feedback integration.

WealthRabbit

WealthRabbit is a digital platform for easy management of SIMPLE IRAs, simplifying the retirement planning process.

Capitally

Capitally is a private, encrypted portfolio tracker for monitoring net worth, investments, dividends, taxes, and other assets in one place.

PredictFolio

Free tool using blockchain data to show prediction market traders' performance. Information is for reference only and not financial advice.

Coin Explorers

Coin Explorers is a free app that tracks your cryptocurrency portfolio, allowing you to monitor profits, losses, and visualize your total valuation.

Vumi

Vumi is a wealth management app for investment firms, providing a unified view of client investments and tools for analyzing portfolio performance and risks.

Zapflow

Zapflow is a software platform for professional investors to manage deal flow, fundraising, and portfolio tracking efficiently.

CoinWise

Automatically plots VWAPs, POCs, session highs, lows, opens, closes, midpoints, and user-defined extensions for any type of trader.

Wealthmonitor

Wealthmonitor is a research platform that identifies and profiles HNWIs and prospective wealth creators, offering data on current and prospective wealth, liquidity events, networks, education and biographies.

Crypkit

Crypkit tracks and reports crypto portfolios and trading history across exchanges, blockchains, DEXes and DeFi platforms; provides real-time charts, alerts, exports, dashboards, and analytics.

Stockpress

Stockpress is a digital asset management platform that helps users organize, share, and find files easily, suitable for teams of various sizes.

Braintrust

Braintrust is a financial app that combines banking, trading, and managed portfolios in one dashboard, with access to private investment deals and collaborative deal participation.

Stock Alpha

AI-based answer engine for equity research that helps analysts and investors extract insights from annual reports, earnings calls, and investor decks quickly.

YWO

YWO is a web platform for IBs/affiliates that provides a centralized interface for global market access, real-time data, order execution, portfolio management, and secure transactions.

Streetbeat PRO

Streetbeat PRO is a financial platform that uses AI to automate tasks, manage data, and enhance operations for finance professionals.

Stonicks

Stonicks is an app for analyzing and visualizing stock charts, providing tools for portfolio management and personalized investment strategies.

Wealthy

Wealthy is an app to manage finances and invest in stocks, mutual funds, pre‑IPOs, ETFs, fixed deposits, bonds and other investment instruments.

FSMOne Singapore

FSMOne Singapore is an investment app for trading and managing stocks, ETFs, funds and bonds across global markets; supports CDP and custodian accounts, recurring investments, web/mobile access, MAS-regulated.

NetXInvestor

Provides investors and advisors secure online access to portfolio and asset information, with search, view and management tools, file uploads, and automated client data updates across devices.

WhaleBlue

WhaleBlue is end-to-end software for managing private credit portfolios, covering loan origination, monitoring, reporting, and accounting with built-in data privacy.

Sagehood

Sagehood is an AI-powered investment platform that analyzes and rebounds U.S. stock portfolios, helping investors make informed decisions.

SigFig

SigFig develops software for financial services, providing digital wealth management for advisors and tools for retail banking needs assessment.

Aqua

Aqua is an investment management app that helps financial advisors track portfolios and access diverse investment opportunities beyond traditional assets.

Asora

Asora is a SaaS platform for family offices that tracks assets, automates data capture, and offers secure, on-demand reporting online and via mobile.

Patria Finance

Patria Finance app lets users manage investment accounts, trade stocks, currencies and other assets, monitor markets in real time, access research and reports, and view secure account information.

Invsify

Invsify lets users track, manage and analyze investments, view real-time asset updates, set alerts, and access portfolio performance reports via web with standard security.

Carnivore Trading

Carnivore Trading app provides educational commentary and analysis on stocks and securities to assist users in making informed investment decisions.

PEPS Ventures

PEPS Ventures app supports real estate professionals by providing solutions to enhance industry standards and commercial interests for members in Malaysia.

Nepsense

Nepsense provides NEPSE market data, charts, technical analysis, trading tools, portfolio tracking, alerts, and AI-assisted stock research.

Blast Club

A private startup investing app where members review curated deals, co-invest from €500, track portfolios, and access educational content and community features.

Patria Finance SK

Patria Finance SK app lets clients view portfolios, trade securities, access investment research and reports, manage orders, and contact advisors with ČSOB group account benefits.

FSMOne Malaysia

FSMOne Malaysia is a multi-asset digital investment app that lets users buy and manage unit trusts, bonds, securities and retirement schemes, and access investment and financial advisory services.

iFAST HK

Mobile app for Hong Kong investors to trade and manage portfolios across funds, bonds (real-time small-lot), stocks, ETFs and insurance with market data and research.

Pearler

Pearler is a share trading app that lets users buy shares, ETFs and LICs, use template portfolios or Autoinvest, compare strategies, track progress toward financial goals, and monitor performance.

MaveFi

MaveFi is a web3 knowledge platform that enhances access to web3 technologies through educational resources, information, and tools.

Fundimmo

Fundimmo is an app that enables users to invest in selected real estate projects, offering insights and tools for tracking performance and managing investments.

Transamerica

The Transamerica app allows users to manage retirement accounts, track investments, and access financial tools for informed retirement planning.

iDragon

iDragon lets investors securely trade and manage Vietnamese stocks on iOS, with order execution, fund transfers, portfolio tracking, real-time price boards, alerts, and account management.