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 61–80 of 1,000 ranked alternatives.

  1. MF - Bonanza app icon

    MF - Bonanza

    Bonanza Portfolio Limited

    Track portfolio, view reports, manage investments

    Track and manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance history and generate complete portfolio reports.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  2. The Money Mart app icon

    The Money Mart

    THE MONEY MART

    Track assets and download portfolio reports

    Manage investment portfolios with Mutual 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 Google email.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-15
  3. RIQR app icon

    RIQR

    RIQR

    Track assets and manage your portfolio

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

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-14
  1. WCT Investments app icon

    WCT Investments

    Excel Net Solutions Private Limited

    Track and manage portfolio assets

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

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  2. JAVLIN Invest: Investment Tool app icon

    JAVLIN Invest: Investment Tool

    Javlin Invest LLC

    Track portfolio, analyze risks, manage investments

    View stock and fund data with real-time prices and historical trends. Analyze portfolio performance with detailed charts and metrics. Set goals and receive risk assessments. Track expenses and manage holdings.

    ★ 4.926 ratingsFinanceFreeData updated 2026-09-06
  3. Care Wealth app icon

    Care Wealth

    CARE WEALTH

    Track assets and manage your portfolio

    Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements instantly. Log in using Google email.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-12
  4. Y S Capital app icon

    Y S Capital

    Y S CAPITAL

    Track investments and manage portfolio assets

    Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download complete portfolio reports, and access transaction statements. Log in via Google email.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  5. Enhance Money app icon

    Enhance Money

    EMG FINANCIAL PRIVATE LIMITED

    Track investments and manage portfolio assets

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

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  6. Abacus Mutual app icon

    Abacus Mutual

    ABACUS CORPORATION PRIVATE LIMITED

    Track portfolio, view reports, manage assets

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

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  7. BHM Capital Global app icon

    BHM Capital Global

    Mubasher Financial Services DIFC Limited

    Track quotes, buy, and sell stocks

    Track real-time stock quotes and execute buy/sell orders. Access market news, announcements, and trading advice. Subscribe to trade across multiple stock markets. Manage orders and monitor portfolio performance.

    ★ 4.522 ratingsFinanceFreeData updated 2026-09-06
  8. Modisoft Point of Sale (POS) app icon

    Modisoft Point of Sale (POS)

    Modisoft Inc

    Manage sales, track inventory, process payments

    Manage sales with real-time transaction processing and inventory tracking. Process payments via multiple methods. Generate receipts and track sales reports. Integrate with back-office systems for inventory and employee management.

    ★ 4.534 ratingsBusinessFreeData updated 2026-09-13
  9. FinDarts app icon

    FinDarts

    FINDARTS FINSERV PRIVATE LIMITED

    Track assets and download reports

    Manage and monitor financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access complete portfolio reports, view historical performance, and download transaction statements. Log in with Google email.

    ★ 4.06 ratingsFinanceFreeData updated 2026-09-06
  10. CRVJ Investment Services app icon

    CRVJ Investment Services

    Excel Net Solutions Private Limited

    Track assets and manage investments

    Manage financial investments with access to mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View complete portfolio reports, historical performance, and transaction statements. Download data and log in via Google email.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-06
  11. United Traders app icon

    United Traders

    UT Exchange OU

    Invest in stocks and private company shares

    Invest in stocks, ETFs, and pre-IPO shares. Track market performance and research company fundamentals. Place trades with real-time data and analyze financial metrics. Manage a portfolio and set investment goals.

    ★ 4.56 ratingsFinanceFreeData updated 2026-09-06
  12. SJ Investment app icon

    SJ Investment

    Excel Net Solutions Private Limited

    Track portfolio, view reports, manage investments

    Manage financial assets with Mutual 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 Google email.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-13
  13. OPULENCE WEALTH app icon

    OPULENCE WEALTH

    OPULENCE WEALTH LABS PRIVATE LIMITED

    Track assets and manage investments

    Manage and track financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Download complete portfolio reports. View historical performance data. Access transaction statements for any period.

    ★ 4.24 ratingsFinanceFreeData updated 2026-09-14
  14. Garuda Wealth app icon

    Garuda Wealth

    Excel Net Solutions Private Limited

    Manage mutual funds, equity shares, bonds,

    Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio performance, download complete reports, and access transaction statements. Log in via Google email.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  15. Merchant Finvest app icon

    Merchant Finvest

    Excel Net Solutions Private Limited

    Track investments and manage portfolio

    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.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-13
  16. AUTUS WEALTH app icon

    AUTUS WEALTH

    AUTUS WEALTH PRIVATE LIMITED

    Track investments and download portfolio reports

    Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download complete portfolio reports, and access transaction statements. Log in via Google email.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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