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 81–100 of 1,000 ranked alternatives.

  1. RVirat Wealth app icon

    RVirat Wealth

    RVIRAT WEALTH LLP

    Track assets and download portfolio reports

    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.

    ★ 4.52 ratingsFinanceFreeData updated 2026-09-06
  2. Aster Assets app icon

    Aster Assets

    ASTER ASSETS LLP

    Track and download portfolio reports

    Manage investment portfolios with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View historical performance reports. Download complete portfolio data. Access transaction statements for any period. Log in using Google email.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  3. VeracityIM app icon

    VeracityIM

    Veracity Investment Management IMF LLP

    Manage mutual funds, equity shares, bonds, fixed

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

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  1. ITI Trade app icon

    ITI Trade

    ITI SECURITIES BROKING LIMITED

    Track stocks, buy shares, transfer funds

    Buy and sell shares with real-time stock quotes and market tracking. Transfer funds to your account via online funds transfer. Access trading on NSE and BSE equity, futures, and currency segments.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  2. MANUVISHNUFINSERVE app icon

    MANUVISHNUFINSERVE

    MANUVISHNU FINSERVE LLP

    Manage mutual funds, equity shares, bonds,

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

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  3. Betamfwala app icon

    Betamfwala

    Excel Net Solutions Private Limited

    Track assets and manage investments

    Track and manage mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download transaction statements, and generate complete portfolio reports.

    ★ 4.52 ratingsFinanceFreeData updated 2026-09-11
  4. YSwinner app icon

    YSwinner

    YUANTA SECURITIES VIETNAM JOINT STOCK COMPANY

    Track stocks, place orders, manage portfolio

    Track stocks and manage investment portfolios by setting up tracking lists and placing buy/sell orders. View asset details, manage authorized accounts, and access transaction history. Receive real-time stock market news and transfer funds quickly.

    ★ 4.05 ratingsFinanceFreeData updated 2026-09-15
  5. Ladderup Asset app icon

    Ladderup Asset

    Ladderup Finance Ltd

    Track assets, view reports, manage investments

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

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-13
  6. ALCANCE FINSERV app icon

    ALCANCE FINSERV

    ALCANCE FINSERV PRIVATE LIMITED

    Manage mutual funds, equity shares, bonds,

    Manage and monitor financial assets including 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.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  7. Payal Edge app icon

    Payal Edge

    Excel Net Solutions Private Limited

    Manage mutual funds, equity shares, bonds,

    View portfolio performance and historical data for mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Download complete portfolio reports and transaction statements. Access account details with one-click downloads.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  8. Ganadeesha app icon

    Ganadeesha

    Excel Net Solutions Private Limited

    Track investments and manage portfolio assets

    Track and manage investment portfolios with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View historical performance reports and download complete portfolio statements. Access transaction history for any period.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-14
  9. finozone app icon

    finozone

    FINOZONE FINANCIAL SERVICES IMF 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 for any asset management company in India.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  10. Vista Wealth Care app icon

    Vista Wealth Care

    Excel Net Solutions Private Limited

    Track assets and manage investments

    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.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-10
  11. ValU Wealth Care app icon

    ValU Wealth Care

    Excel Net Solutions Private Limited

    Track assets and download reports

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

    ★ 4.33 ratingsFinanceFreeData updated 2026-09-06
  12. M P MEHTA FINSERV LLP app icon

    M P MEHTA FINSERV LLP

    M P MEHTA FINSERV LLP

    Manage mutual funds, equity shares, bonds, fixed

    Track and manage financial assets including 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.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-13
  13. Krushna Finserv app icon

    Krushna Finserv

    Krushna Finserv LLP

    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 with one click. Log in using Google email.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-12
  14. DHANAVRUKSHA WEALTH app icon

    DHANAVRUKSHA WEALTH

    DHANA VRUKSHA FINANCIAL SERVICES PRIVATE LIMITED

    Manage mutual funds, equity shares, bonds, fixed

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

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  15. ArhamShare: Mutual Fund app icon

    ArhamShare: Mutual Fund

    ARHAM SHARE PRIVATE LIMITED

    Track investments and manage portfolio assets

    Manage and monitor funds, equity shares, bonds, fixed deposits, PMS, and insurance. Download complete portfolio reports. View historical performance. Access transaction statements for any period. Log in with Google email.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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