Apps Like 8FIGURES AI Investment Advisor for iPhone and iPad
Track portfolios, analyze risks, invest wisely
Track portfolio performance with real-time P/L and benchmark comparisons. Analyze risks and receive asset-allocation recommendations. Link multiple accounts including banks, brokers, and crypto wallets.
Ranked alternatives
Showing 601–620 of 1,000 ranked alternatives.
Lake City Bank Wealth Access
Lake City Bank
Track balances, view trades, and check holdings
View personal balance sheet with real-time updates on trades, transactions, and portfolio holdings. Track cash flow and trends daily. data from over 20,000 institutions via Intelligent Aggregation.
Obsidian
1BIGRIG Ltd
Record assets and assign categories
Record assets and assign categories with optional values. Maintain a manual net worth and capture periodic snapshots. Receive a daily signal without automatic updates or inferred data. Store all information locally with no cloud or sharing features.
TruNeevesh
TRUNEEVESH LLP
Track investments, view portfolios, manage funds
Track mutual funds, NPS, PMS, bonds, SGBs, fixed deposits, IPOs, LAS, and custom assets like real estate or PPF. View portfolio performance, set investment goals, and receive alerts for market changes.
MiPortfolio
Mcube Investments Software Private Limited
Tailored reporting for institutional investors.
The app offers institutional investors a reporting platform with diverse portfolio views. It displays performance, asset mix, risks, and other indicators through easy-to-navigate screens, including a scorecard for risk profiles.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.