Apps Like Personal CFO for iPhone and iPad
Personal CFO screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Schwab Mobile
The Charles Schwab Corporation
Invest, trade, and track portfolios
Manage investments by buying and selling stocks, options, ETFs, and mutual funds. Track portfolio performance and view account balances. Deposit checks via and transfer funds between accounts.
Emburse Professional
Emburse, Inc.
Capture receipts, extract data, categorize expenses
Capture receipts with smartphone camera. AI extracts data and fills out expense entries. Categorize and submit reports directly from the . Approve expenses on-the-go. Replace paper receipts with digital tracking.
Bitfolio - Crypto, Stocks, FX
Timelabs Ltd
Track assets, stocks, and crypto without
Track and manage investments across cryptocurrencies, stocks, forex, savings, and tangible assets like real estate and artwork. Add, edit, or remove assets from the portfolio. View detailed performance metrics and historical data.
OCTO by CIMB Niaga
Bank CIMB Niaga Tbk
Manage accounts, view transactions, transfer funds
Check balances, transfer funds, and pay bills. View financial summaries and cash flow details. Access features without logging in. Browse banking options with a simplified interface.
Snowball Analytics
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.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.