Apps Like MyFunds Dashboard for iPhone and iPad
Track fund performance and edit watchlists
Track fund performance with historical charts and trend analysis. Manage a customizable watchlist to monitor selected funds. Edit fund names for personalized portfolio organization. Search for funds using keywords or filter by fund company.
MyFunds Dashboard screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Vanguard: Save, Invest, Retire
The Vanguard Group, Inc.
Invest, track, and manage your portfolio
Access account balances and total assets. Review investment performance and transaction history. View portfolio details and asset allocation. Manage investments by buying or selling funds. Set up recurring contributions and adjust portfolio settings.
Stripe Dashboard
Stripe, LLC
Monitor revenue and payments in real-time
Monitor revenue, payments, balances, and payouts in real-time. Compare current performance to historical data. Accept in-person payments or send payment links and invoices. Issue refunds and manage payout schedules.
TIAA
Teachers Insurance and Annuity Association America
Track accounts and manage investments
Manage retirement and brokerage accounts with secure access to account activity, contributions, and asset allocation. Transfer funds between retirement plan accounts and fund new brokerage accounts. Log in using password, Touch ID, or Face ID.
Morningstar Investor
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.
Bloomberg: Business News Daily
Bloomberg Finance LP
Track stock prices and investment updates
Access real-time financial on global markets, stocks, and economic trends. Track stock prices, monitor investment portfolios, and read in-depth analysis. Customize feeds for specific markets and set alerts for price changes.
GreenFi - Mobile Banking
Mission Financial Partners, LLC
Fund purchases, plant trees, save sustainably
Manage checking and savings accounts with features for spending, saving, and investing. Fund tree planting with purchases. Avoid supporting fossil fuel activities. Access unlimited ATM withdrawals at over 55,000 locations. Earn up to 3.25% APY.
M1: Invest & Bank Smarter
M1 Finance LLC
Earn, , and borrow with ease
Manage finances with high-yield savings, investment options, and borrowing features. Deposit funds, earn interest, and in stocks or ETFs. Create personalized investment portfolios or select pre-curated options.
myASNB
Permodalan Nasional Bhd
Invest view and add funds securely
View investment portfolio and account balance. Sign up for a new account. Perform additional investments and invest in other funds. Track recent transactions. Manage investments from mobile or tablet.
IBKR Mobile - Invest Worldwide
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.
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.
PlanLink
Spectrum Pension Consultants, Inc.
Enroll, manage, and track investments
Enroll in retirement plans quickly. Manage investment portfolios and adjust contributions. Request loans or withdrawals. View portfolio returns and transaction history. Access live fund data and prospectus.
MCECU Mobile
Memphis City Employees Credit Union
Check balances, transfer funds, deposit.
The app allows users to check balances and view transaction history. It also enables fund transfers, loan payments, and check deposits.
NCREIF Fund Index - ODCE
Michael YOUNG
Real estate fund returns data.
The app provides quarterly and annual total returns for 28 institutional open-end commingled real estate funds. These funds pursue a core investment strategy and have performance histories dating back to 1978.
Moneycontrol - Markets & News
NETWORK18 Media & Investments Limited
Track markets, news, and investments.
The app tracks Indian and global financial markets, including stocks, futures, options, mutual funds, commodities, and currencies. It also provides news, portfolio monitoring, and expert views.
Axis Mutual Fund Invest Online
Axis Asset Management Company Limited
Invest in funds and manage your portfolio
Invest in funds with SIP, lumpsum, or switches. View portfolio details and transaction history. Set reminders for SIP payments. Track fund performance and receive alerts for market updates. Manage investments and switch between schemes instantly.
Manulife HK & Macau
Manulife (International) Limited
Manage policies and accounts securely
View insurance and health policy details, check MPF and investment fund holdings. Submit and track claims, manage policy changes like direct debit setup. Access account information and update personal details securely.
Mezzi Wealth
StockTalk, Inc.
Optimize portfolios and track investments
Track investment performance and analyze portfolio risk. Receive personalized financial insights and recommendations. Adjust portfolio allocations and minimize capital-gains taxes. Identify and reduce fund fees.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.