Shareworks app icon

Apps Like Shareworks for iPhone and iPad

Track shares, manage portfolio, exercise options

Manage and forecast your portfolio. Track past and future events. View transaction history and employee stock purchase plan holdings. Sell or transfer shares. Exercise options. Take action on restricted stock awards.

by Morgan Stanley★ 4.710,188 ratingsFinanceFreeData updated 2026-09-10

Shareworks screenshots

Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

  1. StockRank Value Stocks Trading app icon

    StockRank Value Stocks Trading

    Stockring, Inc.

    Predict stock moves and trade smart

    Analyze stock market data to predict price movements and suggest buy, sell, or hold actions. Provide investment insights based on machine learning trends. Track portfolio performance and receive real-time market updates.

    ★ 4.3141 ratingsFinanceFreeData updated 2026-09-08
  2. Zen Money Mutual app icon

    Zen Money Mutual

    ZEN SECURITIES LIMITED

    Manage funds, equity shares, bonds, and more

    Manage financial assets including funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using a Google email.

    ★ 4.610 ratingsFinanceFreeData updated 2026-09-13
  3. BEA SmarTrade 東亞投資通 app icon

    BEA SmarTrade 東亞投資通

    The Bank of East Asia, Limited

    Trade stocks, view portfolios, get quotes

    Execute trades with real-time market data and customizable order types. View stock portfolios across multiple markets with performance tracking and asset allocation tools. Set price alerts and monitor holdings for informed investment decisions.

    ★ 4.923 ratingsFinanceFreeData updated 2026-09-06
  1. Devashish app icon

    Devashish

    DEVASHISH SECURITIES PRIVATE LIMITED

    Track assets and manage your portfolio

    Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, track historical performance, and generate transaction statements.

    ★ 4.85 ratingsFinanceFreeData updated 2026-09-06
  2. Investify PSX Stocks Pakistan app icon

    Investify PSX Stocks Pakistan

    Recube Technologies LLP

    Track , portfolios, and news

    Track stock prices in real-time with live updates. Manage portfolios across devices. Access financial news and alerts. Open a demo trading account for free. View company financials and business updates.

    ★ 4.9127 ratingsFinanceFreeData updated 2026-09-12
  3. Davy app icon

    Davy

    J&E Davy

    Track market prices and view portfolio details

    View portfolio details including cash balances, transaction history, and income statements. Monitor up to 20 shares with price updates and charts. Access delayed market data and research analysis on stock performance.

    ★ 1.01 ratingsFinanceFreeData updated 2026-09-08
  4. PENTAGRAPH app icon

    PENTAGRAPH

    PENTAGRAPH PARTNERS

    View portfolio, track investments, manage assets

    Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, track historical performance, download transaction statements, and access one-click account statements.

    ★ 4.47 ratingsFinanceFreeData updated 2026-09-13
  5. Advancial app icon

    Advancial

    Advancial Federal Credit Union

    View balances, track transactions, send payments

    View account balances and transaction history. Deposit checks via phone. Schedule payments to credit cards or loans from other institutions. Pay bills and transfer funds between eligible accounts. Connect with via phone or email.

    ★ 2.473 ratingsFinanceFreeData updated 2026-09-08
  6. Bolero for iPhone app icon

    Bolero for iPhone

    KBC Global Services NV

    Track stocks and manage your portfolio

    Monitor stock prices and portfolio performance in real time. Track investments across multiple markets. Buy and sell shares, ETFs, bonds, and options. Set up personalized portfolio views and receive market news updates.

    ★ 4.525 ratingsFinanceFreeData updated 2026-09-09
  7. Symphonia Wealth app icon

    Symphonia Wealth

    SYMPHONIA WEALTH PRIVATE LIMITED

    Track assets and manage your portfolio

    View portfolio performance and download complete reports with all assets. Track mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access transaction statements for any period. Log in using Google email.

    ★ 4.97 ratingsFinanceFreeData updated 2026-09-06
  8. AMEYA app icon

    AMEYA

    Bajaj Capital Insurance Broking Limited

    Track investments and manage portfolios

    Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company.

    ★ 5.09 ratingsFinanceFreeData updated 2026-09-06
  9. Sajag app icon

    Sajag

    Excel Net Solutions Private Limited

    Track portfolio, view reports, manage assets

    Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for specific assets. Log in using Google email.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-11
  10. Finomatic app icon

    Finomatic

    FINOMATIC FINTECH SERVICES PRIVATE LIMITED

    Track assets and manage your portfolio

    Manage and monitor your financial portfolio with real-time updates on mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-06
  11. Sapient Finserv app icon

    Sapient Finserv

    Sapient Finserv Private Limited

    Manage mutual funds, equity shares, bonds, fixed

    Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company in India.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-10
  12. DISHAFI app icon

    DISHAFI

    DISHA FINANCE AND INVESTMENTS PRIVATE LIMITED

    Manage mutual funds, equity shares, and bonds

    Manage and monitor financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Generate portfolio reports, view historical performance, and access transaction statements.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  13. Ard app icon

    Ard

    Ard Financial Group

    ★ 2.969 ratingsFinanceFreeData updated 2026-09-06
  14. Vest Legacy app icon

    Vest Legacy

    Vest, Incorporated

    Invest in stocks and access educational content

    Invest in US stocks with commission-free trades. View real-time market data and charts. Access educational content and investment simulations. Place orders and track portfolio performance. Receive regulatory compliance updates.

    ★ 4.536 ratingsFinanceFreeData updated 2026-09-06
  15. Mintbox Advisory app icon

    Mintbox Advisory

    MINTBOX ADVISORY LLP

    Track assets and view portfolio reports

    Manage financial portfolio with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company in India.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-12

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.