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.
Showing 21–40 of 1,000 ranked alternatives.
Peeksoft LLC
Track , funds, and currencies in real
Track stock portfolios with performance metrics including realized and unrealized gains, daily and total changes, and annualized gains. View pie charts for allocation. Manage multiple portfolios across different stock markets.
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.
Snowball Analytics
Track investments and manage portfolios
Track investment portfolios with consolidated brokerage accounts. Plan and monitor investments, manage dividends, and analyze performance. View dividend and coupon income via a calendar. Set and track financial goals. Sync data across devices.
DASTA Incorporated
Portfolios and track investments
Portfolios by investing in a basket of stocks with a specified percentage weight. Track performance of copied portfolios. Publish your own portfolio for others to . Set up alerts for portfolio changes. Share portfolios via social media platforms.
Fidelity Investments
Save money, track spending, set goals
Track spending, set savings goals, and automate transfers. Monitor investment portfolios and view transaction history. Parents can send funds and review trades and account activity.
Blossom Social Inc.
Track stocks, ETFs, and dividends
Track stocks, ETFs, and dividends with real-time data. Follow investor portfolios and compare performance. Learn investment strategies through educational content. Set alerts for price changes and market news. Share insights with the community.
Clear Mountain Bank
Check balances, view transactions, transfer funds
Check account balances and view recent transactions. Transfer money between accounts, pay bills, and locate ATMs and branch offices. Receive alerts and manage security settings remotely.
Altruist Corp
Track investments and view performance metrics
View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.
Jack Xuan
Track expenses, set goals, manage budgets
Track expenses, create budgets, and set financial goals. View spending reports and charts. Monitor progress toward savings targets. Manage multiple accounts and categorize transactions. Receive alerts for budget limits. Sync data across devices.
ABYAN CAPITAL COMPANY
In Shariah-compliant portfolios
In Shariah-compliant portfolios, , and manage wealth through a secure . Set investment goals, track performance, and receive personalized recommendations. Open accounts quickly and monitor transactions and balances in real time.
Adirondack Bank
Check balances, view transactions, transfer funds, pay
Check account balances and view recent transactions. Transfer between accounts and pay bills. Locate nearby ATMs and branches. Securely manage finances from a device.
Digital Development LLC
Check balances, view statements, make deposits
Check account balances and review recent transactions. Transfer funds between accounts. Deposit checks remotely. Access statements and tax forms electronically.
Families & Schools Together Federal Credit Union
Check balances, view transactions, transfer money, pay
Check balances and view recent transactions. Transfer money between accounts instantly. Pay bills and send money to others. Locate nearby ATMs and branches. Access account information anytime.
Myfxbook LTD
Track events and view your portfolio
View portfolio with watched accounts and real-time streaming rates for over 60 currency pairs and commodities. Access real-time calendar with event data and notifications. Receive live and track trading performance.
CU Hawaii Federal Credit Union
Pay bills and view account balances
Check account balances and recent transactions. Pay bills and transfer funds. Deposit checks via photo. View statements and order checks. Locate branches or ATMs. Contact support. Securely access accounts anytime.
Hijinx LLC
Track investments and manage portfolios
Track investments and manage portfolios by linking brokerage accounts or manually inputting trades. View performance of each holding over any time period. Stay informed on trends and overall portfolio activity.
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
FirstBank
Check balances, view transactions, transfer funds, pay
Check account balances and view recent transactions. Transfer money between accounts, pay bills, and deposit checks via photo. Securely manage finances from a device.
Ainvest Fintech, Inc.
Sync accounts and trade stocks
Sync accounts to manage portfolios. Analyze trades and evaluate performance. Receive AI-driven insights for investment decisions. Execute trades and monitor market trends in real time. Set and track financial goals with personalized recommendations.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.