Access portfolio and manage investments
View investment portfolios, track asset performance, and manage accounts. Adjust allocations, set reminders, and receive notifications. Sync with desktop software and access detailed reports.
Showing 221–240 of 1,000 ranked alternatives.
Endowus Technologies Pte. Ltd.
Invest in diversified portfolios
Manage investments with access to globally diversified portfolios. Set financial goals and create personalized plans. Track portfolio performance and adjust allocations. View detailed fund information and transaction history.
Bajaj Capital Insurance Broking Limited
Track investments and manage portfolios
Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company.
StockSpy Apps Inc.
Track stocks, sync data across devices, view
Track stock prices and market trends. View data and historical charts. Set price alerts and receive notifications. Sync portfolios across iPhone, iPad, and Mac. Manage watchlists and analyze company fundamentals.
Farther Finance, Inc
Plan, , and with confidence
Track expenses, set financial goals, and receive personalized advice. Monitor investment performance and adjust portfolios. Access real-time market data and generate customized reports. Automate savings and bill payments.
Commercialbank
Access accounts, trade, and monitor portfolio
Manage investment accounts by logging in with e-trade credentials. Check balances, transfer funds, and track account positions. Place buy, sell, amend, cancel, or market orders. Monitor portfolio performance and trade anytime.
HOXTON CAPITAL MANAGEMENT FZE
Track net worth in real time
Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.
Fast Forward Corp.
Track investments and manage portfolios
Manage all investments in one . Track domestic and international stocks, funds, bonds, forex, and real estate. View portfolio changes in real time. Graph investment assets over time. Check asset allocation and dividends.
YUANTA SECURITIES VIETNAM JOINT STOCK COMPANY
Track stocks, place orders, manage portfolio
Track stocks and manage investment portfolios by setting up tracking lists and placing buy/sell orders. View asset details, manage authorized accounts, and access transaction history. Receive real-time stock market news and transfer funds quickly.
AJ Bell
Buy, sell, and track investments
Manage investments by buying and selling shares, funds, trusts, and ETFs. Track portfolio performance and view detailed holdings. Set up and manage Self-Invested Personal Pensions, ISAs, and Dealing accounts.
Waldron Private Wealth
Manage assets, plan finances, invest wisely
Track investment portfolios, view account balances, and receive performance reports. Schedule and manage meetings with financial advisors. Access educational resources and update personal financial information securely.
Excel Puesto de Bolsa, S. A.
Access your investments anytime
Access investment accounts anytime and from any location. Request brokerage account setup directly through the . Monitor investment portfolios and track performance in real time. Receive updates on investment status and market changes.
The Bank of East Asia, Limited
Trade stocks, view portfolios, get quotes
Execute trades with real-time market data and customizable order types. View stock portfolios across multiple markets with performance tracking and asset allocation tools. Set price alerts and monitor holdings for informed investment decisions.
First Oak Wealth Management LLC
Access portfolio data securely
Access portfolio data and manage investments through a simple interface. View account balances, transaction history, and performance metrics. Receive real-time updates and alerts. Communicate with advisors and request support directly.
Ginmon GmbH
Track expenses, plan budgets, manage investments
Set financial goals like retirement or home purchase. Create personalized plans with investment recommendations. Track progress and adjust strategies. Receive expert guidance on wealth management. Sync accounts for real-time data.
FFREEDOM INTERMEDIARY INFRASTRUCTURE PRIVATE LIMITED
Track expenses, manage budgets, grow business
Track business performance with an asset-wise dashboard. View client investment portfolios. Initiate online mutual fund transactions. Manage client data and business operations remotely. Send and receive documents securely.
Protection & Security App LLC
Track expenses, manage income, file taxes
Create invoices with customizable templates and branding. Track expenses and income categorically. Generate tax documents and receipts. Set up recurring payments and automate bill reminders. Sync with software and view financial reports.
Studio Heys Limited
Present your portfolio with pinch and zoom
Organize and manage multiple portfolios with batch imports and cloud syncing. Use images, PDFs, and videos. Pinch to zoom and present on external displays. Lock content to prevent edits.
Putra Aldi Arifin
Track portfolios, analyze assets, optimize investments
Track portfolio performance and analyze profitability with detailed charts and reports. Manage transaction records and classify assets customarily. Set alerts for market changes and optimize investments based on real-time data.
YieldStreet, 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.