Manage investment portfolios with customizable asset allocation and performance tracking. View real-time market data and historical returns. Set investment goals and receive personalized insights. Adjust portfolio risk level and monitor expenses.
by Xantos Labs LLC★ 4.852 ratingsFinanceFreeData updated 2026-09-06
Track accounts with real-time balance and transaction details. View portfolio performance and investment summaries. Communicate with advisors through in- messaging. Receive account alerts and activity notifications.
Trade options, watch positions, research markets, chart
Check account balances and positions in real time. Place trades for stocks, ETFs, and options, including multi-leg spreads. View market news and charts. Set price alerts. Manage orders and track performance. Sync with Apple Watch for quick access.
Track expenses, set savings goals, and learn about investing. View progress charts and receive financial tips. Access bilingual support in English and Spanish. Manage budgets and monitor spending habits.
Trade US and ETFs with fractional shares starting at $1. View real-time prices and company details. Buy and sell securities anytime. Access global funds across 50+ countries. Track portfolio performance and receive market insights.
The app provides on-the-go access to a Transamerica retirement account. Users can view account balances, investment performance, and adjust savings and investment strategies for retirement.
View trades with customizable charts and hundreds of indicators. Analyze market data with advanced trading tools. Access free educational courses. Manage portfolios and execute trades within the .
And money through automated daily, weekly, or monthly savings plans. Set financial goals and track progress. Access investment options and manage funds securely. Receive alerts for transactions and account activity.
Manage investments with diversified portfolios managed by experts. Choose between Patriot or Global Portfolio. Track performance, adjust allocations, and receive market insights. Set up automatic contributions and view detailed reports.
Check account balances and transactions. Transfer funds between accounts. Pay bills and send money via Zelle®. Make remote deposits. Find nearby branches and ATMs. Enroll in and view eDocuments. Lock or unlock cards. Set text alerts.
AI generates strategies based on user input without coding. Users can backtest strategies, customize settings, and automate trades. The supports stocks and ETFs, offering access to thousands of community-built strategies.
US stocks, options, and ETFs with commission-free transactions. Access SPAC IPOs, execute unit separations and redemptions, and participate in shareholder votes. View market trends and trading ideas using the Discover Tool.