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. SKP app icon

    SKP

    SKP Securities Ltd

    Track stock prices and trade shares

    Track stock prices and market trends with real-time streaming quotes. Buy and sell shares online for intraday trading. Access detailed option chain and open interest analysis. Manage a stock portfolio with portfolio tracking tools.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  2. NetXInvestor™ Mobile app icon

    NetXInvestor™ Mobile

    Pershing, LLC

    Manage investments on the go.

    The app offers users access to account information, including balances, holdings, and activity. Users can view real-time quotes and place trades for equities and mutual funds if enabled by their financial institution.

    ★ 1.8367 ratingsFinanceFreeData updated 2026-10-25
  3. PlanLink app icon

    PlanLink

    Spectrum Pension Consultants, Inc.

    Enroll, manage, and track investments

    Enroll in retirement plans quickly. Manage investment portfolios and adjust contributions. Request loans or withdrawals. View portfolio returns and transaction history. Access live fund data and prospectus.

    ★ 4.886 ratingsFinanceFreeData updated 2026-09-06
  1. EZ Stock Quote app icon

    EZ Stock Quote

    Bishinew Incorporated

    Track stocks, news, and portfolios.

    The app provides real-time stock quotes, technical charts, and market news. It tracks user portfolios, offers currency conversion, and includes economic calendars.

    ★ 2.565 ratingsFinanceFreeData updated 2026-10-11
  2. 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
  3. 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
  4. 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.

    ★ 4.86 ratingsFinanceFreeData updated 2026-09-15
  5. 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
  6. 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
  7. 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
  8. 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
  9. ViaOnline app icon

    ViaOnline

    Via Credit Union

    Manage finances on the go easily.

    The app enables users to check balances, view transaction history, transfer funds, and pay loans. It offers features like Face/Touch ID sign-in, account nicknames, fund transfers, and bill payments.

    ★ 3.428 ratingsFinanceFreeData updated 2026-10-10
  10. 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
  11. Enrichwise Premium Wealth App app icon

    Enrichwise Premium Wealth App

    Enrichwise Consultancy Services Private Ltd

    Manage mutual funds, equity shares, bonds,

    Manage and track investments in mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download complete reports, and access transaction statements. Log in with Google email.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-17
  12. 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
  13. 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
  14. 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
  15. 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
  16. 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

How we rank alternatives

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