Manage portfolios and track performance
View portfolio performance metrics and holdings. Access advisor contact information and communication tools. Submit inquiries and request portfolio adjustments. Receive notifications about market changes and account updates.
Showing 281–300 of 1,000 ranked alternatives.
Clearstead Advisors, LLC
View portfolio, track assets, access account values
View account balances and portfolio details in real time. Track holdings and asset allocation. Monitor performance of individual assets and overall portfolio. Receive alerts for account activity.
Warren Street Wealth Advisors, LLC
View performance, track holdings, access statements
View investment performance, holdings, and statements. Access account details securely. Set up alerts for transactions. Receive regular performance updates. Manage investment portfolios remotely.
Canadian Imperial Bank of Commerce
Monitor investments and trade on the go.
The app allows users to monitor investments across various CIBC accounts. Users can discover investment ideas, trade various assets, and access account statements and trade confirmations.
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, generate transaction statements, and download complete portfolio reports.
Star Finanz GmbH
Access portfolios and manage investments
Access investment portfolios and accounts from anywhere. View consolidated portfolio overview across all accounts. Manage and transfer funds between accounts. Track market news and stock prices in real time.
Traders Club Ltda
Track portfolios, follow , replicate trades
Track investment portfolios and performance metrics. Follow , replicate trades, and analyze market gains. View stocks, options, futures, REITs, ETFs, mutual funds, and fixed income in one platform.
Nedbank Limited
Track , view transactions, manage investments
Track personal and banking transactions in one place. View investment portfolios and manage accounts. Log in securely with fingerprint or FaceID. Access real-time transaction history and investment performance.
Fidelity Labs INC
Track assets, view balances, analyze portfolios
Track cryptocurrency holdings across exchanges, wallets, DeFi platforms, and NFTs in one secure dashboard. View balances, positions, and transaction history. Analyze portfolio allocation, risk, and fee costs.
Buena Capital Advisors, LLC
Build and manage long-term portfolios
Manage long-term investments with access to traditional and alternative assets including private equity, venture capital, private credit, and real estate. View portfolio performance, adjust allocations, and track investment timelines.
Raphael Odermatt
Track value and daily changes
Track performance with current asset value, daily changes, and total P&L. Manage multiple portfolios and add stock positions. View profit and loss for portfolios and individual holdings. Receive automatic dividend updates.
JAINAM BROKING LIMITED
Track portfolios and manage investments
Open demat accounts digitally without physical documents. Track portfolio performance and manage investments in , mutual funds, and IPOs. View real-time market data and set up alerts. Deposit funds and execute trades securely.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.