Apps Like NAV Portal for iPhone and iPad
Access reports, track portfolios, log inquiries
Access accounting reports, risk analytics, and portfolio data securely. Generate reports, monitor fund activities, and log inquiries or support requests. Sync with desktop features for consistent data access across devices.
NAV Portal screenshots
Ranked alternatives
Showing 21–40 of 1,000 ranked alternatives.
Betterment Invest & Save Money
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.
OpenArc Client Portal
OpenArc Corporate Advisory, LLC
Access portfolio, download reports, connect with advisor
Access portfolio details, download performance reports, and communicate with your financial advisor. View account summaries, track investments, and schedule meetings directly through the .
S&P Capital IQ Pro
S&P Global Market Intelligence LLC
Access real-time data and market news
Access company financials, market data, and news. View filings and key metrics. Search for stocks and analyze financial reports. Set alerts for market changes. Sync with desktop for comprehensive data access.
Fundrise: Invest in Alts
Rise Companies Corp
In real estate and private credit
Manage private real estate investments by allocating funds to properties. Track portfolio performance and cash flow. View detailed investment reports and manage holdings. Access market analysis and investor insights.
Tickertape: MF, Stock screener
Anchorage Technologies Private Limited
Track stocks, analyze data, trade shares
Screen stocks, mutual funds, ETFs, and indices with real-time price data and fundamental analysis. Filter investments using screening tools. Access news, forecasts, and market updates. Place trades and track portfolio performance.
Morningstar for iPad
Morningstar, Inc.
Track portfolios, research stocks, monitor markets
Monitor market trends and track portfolio performance with real-time data. Research stocks, mutual funds, ETFs, and CEFs. View investment commentary, news, and videos. Customize portfolio tools and access comprehensive financial data.
My Funds - Portfolio Tracker
QTech Solutions Pty Ltd
Track investments and view performance
Track stock and mutual fund investments with detailed performance. Select investments, enter transaction dates and amounts. View stock and NAV charts. Monitor unlimited stocks and . Calculate total profit and losses.
Finalyca App
Finalyca Technologies Private Ltd
Invest in PMS, MF, and AIFs
Manage investment portfolios with analytics, fund comparison, and portfolio X-ray tools. Track performance across PMS, MF, ULIPS, and AIFs. Set personalized alerts and access real-time data from 300+ AMCs.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.