Manage investments, track portfolios, set goals
Manage investments with real-time portfolio tracking and performance analysis. Set up recurring contributions and goal-based investing. Access market data and research reports. Adjust risk profiles and monitor transactions.
Showing 1–20 of 1,000 ranked alternatives.
Betterment
In portfolios and automatically
In and through automated portfolios and expert guidance. Set financial goals, schedule regular contributions, and track progress. Adjust risk tolerance and access real-time performance reports.
Morningstar, Inc.
Track investments, analyze portfolios, set goals
Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.
Interactive Brokers LLC
Monitor markets and place trades
Monitor market activity with real-time quotes, charts, and market scanners. Place standard orders and complex option spreads. View delayed quotes without registration or account setup.
Glen Eagle Advisors, LLC
Invest in portfolios with expert guidance
Invest in expert-crafted portfolios tailored to financial goals. Track wealth across multiple accounts. Access retirement planning tools and personal finance insights. Adjust investments based on life changes and risk tolerance.
Blossom Social Inc.
Track stocks, ETFs, and dividends
Track stocks, ETFs, and dividends with real-time data. Follow investor portfolios and compare performance. Learn investment strategies through educational content. Set alerts for price changes and market news. Share insights with the community.
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.
Rise Vest Technologies Limited
In assets and track your portfolio
In global, dollar, and naira denominated assets. Set financial goals and build a personalized portfolio. Track performance, adjust investments, and receive market insights. Manage accounts, view balances, and schedule recurring contributions.
REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED
Invest in funds, track your portfolio, manage
Manage investment portfolios with real-time tracking and customizable dashboards. View performance metrics and portfolio composition. Access research-driven investment recommendations. Withdraw funds via integrated online ATM functionality.
James Bevins
Calculate interest, track growth, plan goals
Calculate compound interest to track savings, investments, or retirement growth. Input initial amount, monthly contributions, and annual rate. View projected balances over time. Adjust variables to explore different scenarios.
LC ADROIT VANTAGE PRIVATE LIMITED
Track investments, manage portfolios, discover opportunities
Track investment performance and manage portfolios across 45+ global markets. Monitor equities, ETFs, hedge funds, bonds, and structured products. Access curated opportunities and view detailed portfolio breakdowns.
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
Africa Prudential PLC
Invest in stocks, bonds, and funds
Track and manage investments across multiple asset classes. View portfolio performance and rebalance holdings. Set investment goals and receive market insights. Schedule regular contributions and monitor expenses.
POLARIS FINMART LLP
Invest in funds and track your portfolio
Track portfolio performance with real-time updates and historical data. View fund details, including returns and risk ratings. Place mutual fund investments, set recurring contributions, and manage existing holdings.
Nippon Life India Asset Management Limited
Invest in funds anytime
View investment portfolios, check performance, and track returns. Manage SIPs and switch funds. Receive real-time market updates and notifications. Access research reports and expert insights. Redeem investments and view transaction history.
PROINVEST WEALTH MANAGERS PRIVATE LIMITED
Track investments and view portfolio updates
Track investment portfolios with Family and Applicant Portfolio views. Review asset allocation and net worth composition. Check insurance details and scheme-specific information. Monitor mutual fund and equity share investments.
Scripbox Wealth Managers Private Limited
Invest in funds and SIPs
Invest in funds and set up systematic investment plans. Access personalised portfolio recommendations based on risk profile and financial goals. Monitor performance and track investments. Adjust SIPs and view detailed investment history.
Willow Wealth Inc.
Invest in real estate and private equity
Invest in private markets with options in real estate, private equity, and private credit. Build custom portfolios or let the manage investments automatically. View performance metrics and manage holdings directly.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.