100 Best Portfolio Management Apps for Investors and Small Teams
Portfolio tools range from standalone trackers to brokerage platforms with built-in analysis. This first group covers widely used options for monitoring holdings, performance, diversification, and financial goals.
Kubera
Kubera tracks net worth across connected bank, brokerage, crypto, real estate, and alternative asset accounts. It helps investors replace scattered balance checks with a consolidated view of their household wealth.
Empower Personal Dashboard
Empower Personal Dashboard aggregates linked financial accounts to display holdings, allocations, performance, and retirement planning projections. It helps users understand their overall investment mix without manually compiling balances from multiple institutions.
Sharesight
Sharesight tracks investment performance, dividends, capital gains, currency movements, and tax-relevant portfolio transactions. It helps taxable investors calculate total returns when brokerage reports omit dividend and foreign-exchange effects.
Morningstar Portfolio Manager
Morningstar Portfolio Manager lets investors monitor holdings and analyze portfolio allocation, performance, and fund characteristics. It helps fund investors examine underlying exposures instead of judging portfolios solely by ticker-level holdings.
Fidelity Investments
Fidelity's app provides account access, trading, portfolio positions, research, performance information, and planning tools. It helps Fidelity customers review investments and place trades without switching between separate desktop services.
Vanguard
Vanguard's app lets account holders view balances, holdings, transactions, investment performance, and trade eligible securities. It helps Vanguard clients monitor long-term investments from one mobile account-management interface.
Charles Schwab
Charles Schwab's mobile app supports account monitoring, trading, market research, portfolio views, and cash management. It helps Schwab customers manage brokerage and banking activity without tracking each account separately.
Interactive Brokers
Interactive Brokers provides trading platforms, portfolio reporting, market access, and account tools for multiple asset classes. It helps active investors manage internationally diversified holdings through a single brokerage relationship.
E*TRADE
E*TRADE offers portfolio monitoring, securities trading, market research, account statements, and retirement account access. It helps self-directed investors act on portfolio information without relying on a traditional advisor.
Robinhood
Robinhood lets users view investment positions, trade supported assets, follow watchlists, and review account activity. It helps newer investors access straightforward portfolio tracking and order entry from a mobile-first interface.
M1
M1 organizes investments into customizable portfolio pies and supports automated allocation-based investing and rebalancing. It helps investors maintain target allocations without manually calculating purchases across every portfolio holding.
Betterment
Betterment provides automated investing portfolios, goal planning, account monitoring, and managed cash management features. It helps goal-focused investors delegate routine portfolio construction and rebalancing decisions to an automated service.
Wealthfront
Wealthfront offers automated investment accounts, portfolio monitoring, financial planning, and cash account management. It helps investors pursue diversified, rules-based investing without continuously selecting and rebalancing individual securities.
Acorns
Acorns offers automated investing accounts, recurring contributions, round-up investing, and portfolio performance tracking. It helps people build investing habits by turning small, regular contributions into managed portfolio deposits.
SoFi Invest
SoFi Invest provides brokerage and automated investing accounts with portfolio views, trading, and educational resources. It helps SoFi members keep investing activity alongside other financial products within one ecosystem.
Public
Public offers investing accounts for supported securities, portfolio tracking, market information, and investor community features. It helps individual investors follow holdings and explore market discussions without using separate social platforms.
Webull
Webull provides market data, charting, trading tools, portfolio monitoring, and supported securities account management. It helps active traders review price movements and account positions from a single market-focused app.
TradingView
TradingView provides interactive market charts, technical analysis tools, alerts, watchlists, and broker-connected trading features. It helps traders avoid monitoring prices manually by delivering configurable charting and market alerts.
Delta Investment Tracker
Delta tracks stocks, funds, crypto, and other investments through connected exchanges, brokers, and manual entries. It helps multi-platform investors see asset performance without maintaining a separate spreadsheet for every account.
Stock Rover
Stock Rover offers stock research, portfolio analytics, screening, ratings, reporting, and comparison tools. It helps stock investors evaluate portfolio fundamentals without assembling data from multiple financial websites.
Koyfin
Koyfin provides market dashboards, financial data, charting, watchlists, portfolio monitoring, and macroeconomic research. It helps research-driven investors centralize market context alongside company and portfolio analysis.
Portfolio Visualizer
Portfolio Visualizer provides portfolio backtesting, asset allocation analysis, optimization, and investment comparison tools. It helps investors test allocation ideas using historical data before changing real investment holdings.
Quicken Classic
Quicken Classic tracks investment accounts, transactions, cost basis, performance, budgeting, and personal finances. It helps households reconcile investments with spending and taxes in one desktop financial record.
Tiller
Tiller imports financial transactions into spreadsheets for customizable budgeting, investment tracking, and reporting workflows. It helps spreadsheet-oriented users automate financial data collection while retaining control over their models.
Yahoo Finance
Yahoo Finance offers market news, quotes, watchlists, portfolio tracking, financial data, and earnings calendars. It helps investors follow holdings and relevant market news without checking numerous individual company sites.
CoinStats
CoinStats aggregates cryptocurrency wallet and exchange holdings, showing balances, transactions, and portfolio performance. It reduces the manual work of checking crypto positions across multiple exchanges and wallets.
CoinTracker
CoinTracker connects crypto accounts to track transactions, portfolio values, and tax-related activity. It helps investors reconcile fragmented crypto records when monitoring gains and preparing tax information.
Zerion
Zerion is a Web3 portfolio app for viewing crypto assets across wallets and decentralized finance protocols. It gives users one view of tokens and DeFi positions otherwise scattered across blockchain addresses.
CoinMarketCap
CoinMarketCap provides cryptocurrency market data and lets users create and monitor tracked portfolios. It helps crypto investors follow watchlists and manually recorded holdings without switching between price sources.
CoinGecko
CoinGecko tracks cryptocurrency prices, market information, and user-created portfolios across digital assets. It simplifies monitoring diverse token holdings by combining portfolio entries with current market data.
getquin
getquin lets investors track investment portfolios, analyze allocations, and discuss markets with a community. It helps investors consolidate broker holdings and compare portfolio decisions without maintaining separate spreadsheets.
Portfolio Performance
Portfolio Performance is open-source software for importing investments and analyzing returns, allocations, and taxes. It helps detail-oriented investors calculate portfolio performance when broker reports lack consistent analytics.
Ghostfolio
Ghostfolio is a self-hosted wealth-management application for tracking investments, net worth, and asset allocation. It offers privacy-conscious investors a way to monitor holdings without relying on a hosted dashboard.
Snowball Analytics
Snowball Analytics tracks global investment portfolios, dividends, transactions, and performance across supported brokers. It helps dividend investors organize income records and holdings spread across international brokerage accounts.
Wallmine
Wallmine provides stock research tools, portfolio tracking, market data, and investment news. It helps investors review holdings alongside company fundamentals rather than gathering research from separate sites.
TipRanks
TipRanks offers market research, analyst data, news, and portfolio monitoring tools for investors. It helps users contextualize portfolio holdings with analyst activity and market commentary in one place.
Seeking Alpha
Seeking Alpha publishes investment research and provides portfolio tracking, alerts, and stock-screening tools. It helps self-directed investors follow portfolio-related news and research without manually checking every company.
Simply Wall St
Simply Wall St visualizes company fundamentals and enables investors to build and track stock portfolios. It makes complex financial statements easier to review when assessing the companies already owned.
Ziggma
Ziggma provides portfolio tracking, stock research, ratings, and diversification analysis for individual investors. It helps investors identify concentration and diversification issues that may be hidden within account statements.
Navexa
Navexa tracks investment portfolios, calculates performance, and supports dividend and tax reporting workflows. It helps investors organize transaction histories and assess returns without maintaining manual calculation sheets.
Stock Events
Stock Events tracks stock and ETF portfolios, dividends, earnings dates, and market news. It helps investors avoid missing dividend payments and earnings events affecting their current holdings.
Blossom Social
Blossom Social combines investment portfolio tracking with a social community for sharing investing ideas. It helps investors discuss portfolio decisions while keeping a structured record of their holdings.
eToro
eToro is an investing platform offering portfolios of tradable assets and social investing features. It helps eligible users manage investments while observing other investors' public market commentary and activity.
Revolut
Revolut offers eligible customers investing features for buying, holding, and monitoring selected financial assets. It helps users view everyday money and supported investments within a single mobile financial app.
Coinbase
Coinbase is a cryptocurrency platform for buying, selling, storing, and monitoring supported digital assets. It helps newcomers manage crypto holdings through a mainstream interface instead of separate blockchain tools.
Gemini
Gemini is a cryptocurrency exchange and custody platform for trading and managing supported digital assets. It gives crypto investors an account-based place to monitor balances and execute supported trades.
Kraken
Kraken is a cryptocurrency exchange where users can trade, hold, and review supported digital assets. It helps active crypto traders manage exchange balances and transactions through one account interface.
MetaMask
MetaMask is a self-custody crypto wallet for managing tokens and connecting with decentralized applications. It helps users control blockchain assets and interact with decentralized services from a single wallet.
Ledger Live
Ledger Live manages compatible Ledger hardware wallets, displaying crypto accounts, balances, and transactions. It helps hardware-wallet owners review assets without separately querying each blockchain or wallet address.
Addepar
Addepar is a wealth-management platform for aggregating complex portfolios, reporting performance, and analyzing investments. It helps advisory firms unify data from varied accounts and assets for client portfolio reporting.
Altruist
Altruist provides financial advisors with digital account management, trading, reporting, and client portfolio tools. It helps advisors reduce manual portfolio administration across client accounts through a unified operating platform.
Orion Advisor Tech
Orion Advisor Tech offers portfolio accounting, trading, reporting, billing, and planning tools for advisory firms. It helps advisory teams consolidate disconnected client portfolio workflows and produce more consistent performance reporting.
Black Diamond Wealth Platform
Black Diamond provides portfolio management, performance reporting, rebalancing, and client portal tools for wealth advisors. It helps firms replace spreadsheet-based reporting with centralized portfolio data and shareable client views.
Envestnet Tamarac
Envestnet Tamarac supplies portfolio management, rebalancing, trading, CRM, and reporting software for registered investment advisors. It helps advisory businesses coordinate portfolio operations when trading, billing, and client records live separately.
Morningstar Direct
Morningstar Direct provides investment research, portfolio analysis, reporting, and data tools for professional investors. It helps investment teams evaluate holdings and compare portfolio exposures without gathering research from multiple sources.
SigFig
SigFig offers digital investment management and portfolio tracking through connected brokerage account data. It helps investors see investments held across supported accounts instead of checking each brokerage separately.
Wealthica
Wealthica aggregates investment accounts and displays portfolio balances, allocations, transactions, and performance information. It helps Canadian investors monitor scattered financial accounts from one consolidated portfolio dashboard.
Finary
Finary tracks investments, real estate, cryptocurrency, and other assets within a consolidated wealth dashboard. It helps people understand total net worth when assets span several institutions and categories.
Parqet
Parqet tracks securities portfolios, dividends, performance, allocations, and transactions for individual investors. It helps investors organize brokerage activity and assess returns without building their own tracking spreadsheets.
Portseido
Portseido analyzes investment portfolios, tracking performance, dividends, allocation, and tax-related trading results. It helps investors calculate portfolio returns more clearly when broker statements provide limited historical analysis.
AssetDash
AssetDash aggregates stocks, crypto, NFTs, and other assets into a unified portfolio tracker. It helps users monitor varied digital and traditional holdings without switching among specialized apps.
Rotki
Rotki is a privacy-focused desktop application for tracking cryptocurrency, DeFi positions, and blockchain transactions. It helps crypto holders reconcile on-chain activity locally when decentralized positions are difficult to summarize.
CoinTracking
CoinTracking imports cryptocurrency transactions and generates portfolio, gain-loss, and tax reporting information. It helps active crypto traders organize transactions across exchanges for clearer tax and performance records.
Koinly
Koinly imports cryptocurrency activity from exchanges and wallets to calculate gains and prepare tax reports. It helps crypto investors handle complicated transaction histories that are difficult to calculate manually.
TaxBit
TaxBit provides digital asset tax and accounting software for individuals, businesses, and institutions. It helps users document cryptocurrency transaction data when tax reporting requires normalized and traceable records.
CoinLedger
CoinLedger calculates cryptocurrency gains, losses, income, and tax reports from imported transaction histories. It helps investors avoid manually matching crypto trades, transfers, and rewards across numerous platforms.
Blockpit
Blockpit tracks digital asset transactions and produces portfolio analytics and cryptocurrency tax documentation. It helps crypto users turn fragmented exchange and wallet records into usable tax calculations.
Coinpanda
Coinpanda imports crypto transactions, calculates capital gains, and creates tax reports for supported jurisdictions. It helps traders identify taxable cryptocurrency activity when transfers and trades span multiple wallets.
Buxfer
Buxfer combines budgeting, account aggregation, investment tracking, and financial planning in one application. It helps households connect spending decisions with investment balances rather than reviewing them independently.
PocketSmith
PocketSmith aggregates accounts, tracks net worth, categorizes finances, and supports long-range cash-flow forecasting. It helps users plan around future obligations while keeping investments and everyday accounts visible together.
MoneyWiz
MoneyWiz is a personal finance app for account tracking, budgeting, bills, and investment monitoring. It helps users manage finances across banks and brokerages without maintaining separate manual records.
StockMarketEye
StockMarketEye tracks investment portfolios, watchlists, dividends, allocations, and performance across linked brokerages. It helps self-directed investors review holdings and income trends without manually updating spreadsheets.
Fundrise
Fundrise offers investment products focused on private real estate and private market strategies. It helps investors access professionally managed private-market investments without directly owning and operating properties.
Yieldstreet
Yieldstreet offers individual investors access to alternative investment offerings across several asset categories. It helps investors explore alternatives beyond public stocks and bonds through a single investment platform.
Masterworks
Masterworks offers investment opportunities tied to shares of artworks acquired and managed by the platform. It helps investors seek art-market exposure without personally purchasing, storing, or insuring entire artworks.
Freetrade
Freetrade provides a mobile brokerage for buying shares, ETFs, and funds in supported markets. It reduces the friction of monitoring holdings and placing trades from separate desktop brokerage tools.
DEGIRO
DEGIRO is an online broker for trading exchange-listed securities across multiple international markets. It helps investors consolidate international securities trading instead of opening accounts with several local brokers.
SaxoInvestor
SaxoInvestor gives self-directed investors access to stocks, ETFs, bonds, and funds through Saxo's platform. It addresses scattered investing workflows by combining portfolio viewing and order placement within one brokerage.
Questrade
Questrade offers self-directed investment accounts for trading stocks, ETFs, options, mutual funds, and fixed-income products. It helps Canadian investors manage taxable and registered holdings without maintaining separate trading platforms.
moomoo
moomoo combines brokerage trading with market data, charting, and watchlists for self-directed investors. It helps active investors evaluate securities and execute trades without switching between standalone research tools.
Trade Republic
Trade Republic offers mobile investing in stocks, ETFs, bonds, and recurring investment plans. It simplifies regular investing by letting users schedule contributions instead of manually placing every purchase.
Stake
Stake provides brokerage access to U.S. and Australian shares and ETFs for eligible customers. It helps investors access overseas equities through a single broker rather than separate market-specific accounts.
Hargreaves Lansdown
Hargreaves Lansdown lets clients manage investment accounts, trade securities, and research funds and shares. It reduces the burden of overseeing ISAs, pensions, and general accounts across different providers.
AJ Bell
AJ Bell provides dealing and investment accounts for shares, funds, ETFs, bonds, and pensions. It helps UK investors keep tax-advantaged and taxable investments visible within one service.
interactive investor
interactive investor provides investment accounts, securities dealing, portfolio information, and market research for UK clients. It helps investors avoid juggling separate providers for trading, account administration, and portfolio oversight.
JustETF
JustETF helps investors research European exchange-traded funds using filters, comparisons, model portfolios, and portfolio tools. It eases ETF selection by organizing fund costs, exposures, and holdings into comparable views.
Portfolio123
Portfolio123 lets users build stock screens, ranking systems, backtests, and rules-based model portfolios. It helps systematic investors test ideas before committing capital to unverified screening rules.
TIKR
TIKR provides company financial data, valuation tools, watchlists, and portfolio tracking for equity research. It reduces time spent gathering filings and estimates from multiple sources during stock analysis.
FinChat
FinChat offers financial data, earnings transcripts, estimates, and research workflows for public-company analysis. It helps investors review company fundamentals without manually searching across filings, calls, and data sources.
Finviz
Finviz offers stock screening, market maps, charts, news, quotes, and portfolio monitoring tools. It helps investors narrow large stock universes with filters rather than reviewing every listed company.
Investing.com
Investing.com provides market quotes, news, calendars, screeners, charts, and portfolio tracking across asset classes. It helps investors follow holdings and market-moving events from a consolidated information workspace.
Barchart
Barchart delivers market data, charts, technical analysis, screeners, watchlists, and portfolio tracking tools. It helps traders identify price trends without assembling separate data feeds and charting services.
eMoney Advisor
eMoney Advisor provides financial planning software with account aggregation, goal analysis, and client collaboration. It helps advisors replace disconnected spreadsheets when modeling household finances and long-term planning scenarios.
RightCapital
RightCapital offers financial planning software for advisors, including retirement, tax, estate, and investment analysis. It helps planners create coordinated client recommendations instead of calculating complex planning scenarios manually.
MoneyGuidePro
MoneyGuidePro helps financial professionals build goal-based plans, analyze scenarios, and present client recommendations. It reduces the difficulty of explaining tradeoffs between goals, savings rates, and investment assumptions.
Asset-Map
Asset-Map creates visual maps of household financial positions for advisors and financial planners. It helps professionals spot account gaps and planning relationships that are hard to see in spreadsheets.
Nitrogen
Nitrogen assesses investor risk preferences and analyzes how portfolio risk aligns with client objectives. It helps advisors discuss risk mismatches using consistent assessments rather than subjective conversations alone.
Kwanti
Kwanti provides portfolio analytics, risk metrics, performance reporting, and model portfolio tools for advisors. It helps advisors evaluate diversification and portfolio changes without manually calculating complex risk measures.
CircleBlack
CircleBlack aggregates client accounts and provides portfolio reporting, performance analysis, and client portal tools. It helps advisory firms present consolidated household portfolios instead of assembling reports from separate custodians.
Pontera
Pontera enables advisors to manage clients' held-away retirement accounts with client authorization and oversight. It helps advisors include workplace retirement assets in managed strategies without requiring account transfers.
The right portfolio app depends on whether you need brokerage access, automated investing, cross-account tracking, or deeper analysis. Compare data coverage, account connections, reporting needs, and your preferred level of hands-on control.