Apps Like PensionBee: Combine 401(k)s for iPhone and iPad
Roll over pensions and manage IRAs
Manage retirement savings by consolidating and IRAs into a single IRA. Choose between Traditional, Roth, or SEP IRA accounts. Track investments, view portfolio performance, and pay annual fees based on portfolio size.
by PensionBee Ltd★ 4.79 ratingsFinanceFreeData updated 2026-09-06
The app tracks investment portfolios, including stocks and ETFs, with auto-updates for current and past returns. It computes trading fees to report actual returns and allows users to set target prices for investments.
Manage investments and track portfolio performance
Track stocks, cryptocurrencies, and cash holdings in real time. View portfolio performance and historical data. Set price alerts and receive notifications. Import data via API key from CoinMarketCap and TwelveData.
Track investments, savings, pensions, insurance, banking, credit cards, and property in one place. View associated documents and organize financial records. Set reminders for bills and payments. Generate reports and monitor financial goals.