Apps Like Holistic Planning+ for iPhone and iPad
View portfolios in real time
View portfolios in real time with up-to-date holdings and performance data. Access simplified reports and sync held-away accounts. Receive notifications from your advisor. Track recent trades and transactions from anywhere.
Holistic Planning+ screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Yahoo Finance: Stocks, Markets
Yahoo Inc.
Track , get alerts, and view real-time
Track portfolio performance and manage crypto assets with a portfolio tool. Follow , ETFs, or crypto for real-time quotes and personalized . Set alerts for market updates and investment insights.
Edward Jones
Edward D. Jones & Co., L.P.
View accounts and track performance
View account holdings, performance, and activity. Connect external accounts to see balances. Track progress toward financial goals. Message and share documents with the team. Deposit checks and transfer funds. View and sign account-related documents.
Wells Fargo Mobile®
Wells Fargo Bank
Manage accounts, view balances, track transactions
Access cash, credit, and investment accounts with biometric authentication. Review transaction history and balances. Manage credit card transactions, rewards, and card settings.
E*TRADE: Invest. Trade. Save.
ETRADE FINANCIAL
Invest, trade, and manage your portfolio
Invest in stocks, ETFs, and options with no commissions. Trade mutual funds and select from curated portfolios. Access real-time quotes, charts, and research. Manage accounts, transfer funds, and view transaction history.
TipRanks Stock Market Analysis
TipRanks Ltd
Track stocks, manage portfolios, access financial data
Track performance and manage investment portfolios. Access financial news and analyst opinions. View data-driven scores for trends. Receive insights from Wall Street experts. Monitor updates in real time.
Autopilot - Investment App
Iris Social Stock App Inc.
Copy trades in real-time
Automate investments by copying selected traders in real-time. Connect existing portfolios to replicate trades. Access a trader directory to choose and follow specific accounts. Track performance and manage copied trades within the portfolio.
CoinStats: Crypto Portfolio
COINSTATSAPP LLC
Track , DeFi, and NFT assets
Track cryptocurrency, DeFi, and NFT assets in one place. View real-time prices, market data, and performance. Add custom coins, set price alerts, and analyze historical trends. Export data and monitor transactions across multiple wallets.
Merrill Edge
Merrill Lynch
Manage accounts and investments conveniently anytime.
The app allows users to manage their accounts and investments, view market data, deposit checks, transfer money, and pay bills. It also provides educational resources for investing and planning for life events.
Ameriprise Financial
Ameriprise
Access accounts and track investments
Track accounts with real-time balance and transaction details. View portfolio performance and investment summaries. Communicate with advisors through in- messaging. Receive account alerts and activity notifications.
Stock Master: Investing Stocks
Apponance, Inc.
Track , analyze data, trade quickly
View real-time quotes and pre-market/after-hour data. Customize advanced charts with technical indicators. Track portfolio performance and set price alerts. Place trades and manage orders directly. Access market news and analyst ratings.
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.
Stock Screener, AI Scanner
Ainvest Fintech, Inc.
Sync accounts and trade stocks
Track prices and analyze market trends. Screen stocks using AI for investment insights. Execute trades and manage portfolios. Sync accounts for real-time data access. Receive personalized investment recommendations.
SAFE Federal Credit Union
SAFE Federal Credit Union
Check balances, view transactions, transfer funds, pay
Check account balances and view recent transactions. Transfer money between accounts and pay bills. Locate ATMs and branch locations. Access funds securely from a mobile device.
Bybit: Buy Crypto & Bitcoin
Bybit Fintech Limited
Trade and manage portfolios
Trade and other cryptocurrencies with real-time price tracking and order execution. Manage portfolios, set price alerts, and monitor transactions. Access educational resources and security features like two-factor authentication.
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 CFCU Mobile
Certified Federal Credit Union
View balances, track transactions, transfer funds, make
View account balances and recent transactions. Transfer funds between accounts. Make loan payments and pay bills or friends. Deposit checks via photo. Manage debit and credit cards remotely.
CTBI Mobile
Community Trust Bank, Inc.
Check balances, make transfers, pay bills
Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Pay bills with one-time payments.
Awsat Trader (GTN)
KUWAIT AND MIDDLE EAST FINANCIAL INVESTMENT CO. (K.S.C)
Trade real-time market data and manage portfolios
Access real-time market data for GCC and US financial markets. Monitor transactions, view holdings, and track profit and loss. View detailed fundamental and technical analysis. Switch between English and Arabic languages.
Barksdale Federal Credit Union
Barksdale Federal Credit Union
Check balances, view transactions, transfer funds
Check account balances, view recent transactions, and transfer money between accounts. Find nearby branches and ATMs. Manage and pay bills through Bill Payer. Make deposits by photo. Contact customer support for assistance.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.