Investment Portfolio Management - Top Apps & Software

ICONOMI

ICONOMI is a crypto portfolio management app allowing users to buy crypto or copy trading strategies in a secure environment.

Mezzi

Mezzi helps users reduce taxes through tax-loss harvesting, offering AI-driven investment insights for U.S. iOS users with investment accounts.

InvestorHub

InvestorHub is an investor marketing platform that facilitates communication between public companies and shareholders, enhancing engagement and capital raising.

Magni Markets

Magni Markets is a trading app offering low spreads, no commissions, and tools for market analysis, investment tracking, and portfolio management.

Kryptos

Kryptos is a crypto management app for tracking portfolios, calculating taxes, and analyzing performance across wallets and exchanges.

Tradedog

Tradedog is a trading app that provides market data, trading mechanisms, and portfolio management tools, aiding users in making informed investment decisions.

Kafi

Kafi is a stock trading app that lets investors view market data, news and charts, manage portfolios, place and track orders, and receive alerts for selected stocks.

PinkLion

PinkLion is an AI investment management tool that helps investors make informed decisions by simulating investment scenarios and providing portfolio analytics.

Vyzer

Vyzer is a digital wealth management platform that tracks public and private investments, offering financial planning tools, projections, and benchmarking.

Vanguard Australia

Manage Australian investment and super accounts: view balances and performance, trade ETFs, mutual funds and stocks, track holdings and use basic analysis tools.

Citadel.one

Citadel.one is a web-based crypto asset manager to store, send, track multi-chain portfolios, stake, exchange and buy cryptocurrencies while retaining non-custodial private keys.

CryptoDold

CryptoDold is a cryptocurrency app offering trusted reviews, news, and insights, along with tools for tracking market trends and managing digital asset portfolios.

Minveo

Minveo is a digital asset management app that uses AI to help users invest and manage their portfolios, focusing on performance tracking and automatic rebalancing.

Scripbox

Scripbox is a financial app that helps users manage investments in mutual funds and fixed deposits, offering personalized recommendations and portfolio management.

Vise

Vise is an investment management app that provides a single platform for creating and managing customized investment portfolios.

AlternativeSoft

AlternativeSoft is an analytical software for selecting funds, managing portfolios, and conducting due diligence on hedge funds and private equity investments.

True Wealth

True Wealth is a Swiss Robo-advisor app for managing investments and pension plans, focusing on low-cost index funds and flexible portfolio customization.

DSP Mutual Fund

DSP Mutual Fund app lets users buy, monitor and manage mutual fund investments, view scheme details across equity, debt and hybrid funds, and track financial goals.

Investorean

Investorean is a financial app that offers stock filtering, market analysis, and portfolio tracking tools for investors and traders to support informed decision-making.

Mahaana Wealth

Mahaana Wealth is a digital wealth management app in Pakistan that simplifies investments through portfolio tracking, account management, and personalized insights.

Haruko

Haruko is a digital asset platform that provides institutional investors with portfolio management, risk assessment, and real-time data across CeFi and DeFi markets.

Opto Investments

Opto Investments is an app for wealth managers to create and manage private market portfolios, focusing on real estate and private equity with integrated risk assessment tools.

Vesto

Vesto is a treasury management platform that consolidates your company's financial accounts and helps you earn on idle cash through a single dashboard.

WealthManagement

WealthManagement app aids financial advisors in managing investments, tax optimization, retirement planning, and offers market insights, with robust security and support features.

Clarity

Crypto investing app for analyzing digital assets, tracking portfolios, comparing coins, and viewing historical performance and risk data.

bunch

Bunch is a cloud platform for private funds and investors that centralizes financial data, aggregates accounts, and provides dashboards and forecasts for liquidity, portfolio, and cash management.

Hedge3

Hedge3 is a DeFi marketplace that streamlines research and investment in decentralized finance.

VESTBERRY

Vestberry is a portfolio management app for VC investors, offering data integration, analytics, and insights for informed investment decisions and optimal performance.

InvestGlass

InvestGlass is a Swiss automation platform for financial professionals, offering tools for CRM, portfolio management, and client engagement to enhance operational efficiency.

TokenOwl

TokenOwl aggregates crypto accounts, allows for trade execution, tax calculation, and provides analytics and insights for better portfolio management.

Alpha Profitable

Alpha Profitable offers general algorithmic and quantitative investment insights for informational purposes only. Not personalized advice or a licensed broker; past performance not guaranteed.

Divercefi

Divercefi is an investment management app that helps users track, manage, and diversify their portfolios across various asset classes while providing financial insights.

Ginmon

Ginmon is a financial management app that assists users in tracking investments, managing portfolios, and analyzing financial data for informed decision-making.

Alphathena

Alphathena provides tools for personalized investing, including direct indexing, automated tax-loss harvesting, and portfolio management solutions for financial advisors.

Tipigo

Tipigo combines big data and expert analysis to create personalized stock portfolios that aim to exceed market performance.

ProNvest

ProNvest is an app for managing retirement accounts and investments, providing secure tracking and integration with financial systems for effective financial planning.

Ata Yatırım

Ata Yatırım is a financial app for managing investments, offering tools for portfolio tracking, market data, and investment analysis.

Capital Guardians

Capital Guardians connects users with local plan managers for real conversations, supports real-time invoice approval, and monitors budgets effectively.

Evelyn Partners

Secure app for UK clients to view investments, track portfolio performance, and access financial planning information.

RockFlow

RockFlow is an AI-driven equity trading platform that provides stock analysis, forecasts, screeners, portfolio tracking, multi-broker monitoring, and news for investors.

Moolaah

Moolaah is a wealth management app that centralizes account management, budgeting, investment and portfolio tracking, and financial planning with data sync and security features.

Raiz

Raiz is an Australian micro-investing app that invests rounded-up spare change and regular contributions into diversified ETF portfolios, offers personalized recommendations and portfolio tracking.

EquityBuilder

EquityBuilder is a finance dashboard for real estate investors that tracks investments, provides real-time analytics, and uses an automated Deal Finder to identify investment opportunities.

Wove

Wove is an operating system for wealth management firms that connects data and systems to provide advisors and investors with integrated tools and workflows.

Virgo US Wealth

Provides an OTC trading desk where Wealth Managers assist clients in executing large block trades and customized transaction services.

Fundview

Fundview is a platform that provides comprehensive information and analysis on investment funds, aiding users in tracking and managing their financial resources effectively.

Aumni

Aumni is a financial tech app that centralizes and automates the management and analysis of legal documents and financial data for private equity and venture capital investors.

Jacobi

Jacobi is a cloud-based platform for managing multi-asset investments, enabling portfolio design, analysis, and client engagement with customizable dashboards and reports.

MySIPonline

MySIPonline is a mutual fund investment platform that simplifies and centralizes investment management, allowing users to track and manage their portfolios efficiently.

Finzen

A personal finance app for manual budgeting, transaction tracking, net worth monitoring, and portfolio management in one place.

MintLocke

A non-custodial crypto app that automates on-chain trading and portfolio rebalancing using user-defined strategies, such as Bitcoin strategy execution with deposited USDC.

GetInvestr

Connects startups with investors and helps founders find suitable funding networks using data and an investor database.

Bestinvest

An investment app for managing ISAs, SIPPs and general accounts, trading funds, shares and ETFs, with portfolio tracking and tax information.

Anupaat Nivesh

Mobile app for systematic investment planning and portfolio management: automate recurring investments (mutual funds, stocks), track SIPs and performance, view analytics, rebalance, and connect brokerage accounts.

GEOJIT PMS

GEOJIT PMS is an app for investors to monitor and manage PMS portfolios with real-time tracking, performance analytics, holdings and transactions, risk metrics, and detailed reports.

奕丰基金

App for online mutual fund trading and research, offering portfolio management, robo‑advisory, curated fund selection, corporate fund transactions and platform services.

De Belegger

De Belegger is a mobile app for investors to track portfolios, analyze stocks and ETFs, receive market news and alerts, and access educational content on investing and taxes.

Masotti Investimentos

App for partner brokers to access project portfolios, real-time sales mirror, unit availability/status, payment simulations, media, project details and sales coordinator contact.

Portafolio

Delivers news and alerts on Colombia’s economy, personal finance, business, entrepreneurship, investment, foreign trade and technology.

Securian Financial

Manage workplace retirement accounts, life insurance, and annuities: view balances and documents, adjust investments and allocations, transfer balances, and enroll in automatic rebalancing.