Apps Like Canopy Portfolio for iPhone and iPad
Ranked alternatives
Showing 21–40 of 1,000 ranked alternatives.
AssetDash: Portfolio Tracker
Asset Dash Corporation
Track tokens, NFTs, and stocks in real
Track Solana-based tokens and NFTs with syncing for up to 3 wallets. View net worth and asset allocation breakdowns. Categorize tokens and NFTs for organized tracking. Upgrade to access other chains and exchanges.
Baird Online
Robert W. Baird & Co.
Track portfolio value and asset allocation
View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.
WorthTracker
Tomer Shalom
Track assets and liabilities
Track net worth by entering assets like real estate, bank accounts, and stocks, and liabilities such as loans and mortgages. Update portfolio regularly to monitor progress toward financial goals. View progress visuals and asset allocation charts.
Client Access
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.
Ledger Manager
Karl Boghossian
Track crypto and fiat transactions
Track cryptocurrency and fiat transactions in one place. Record deposits, withdrawals, and trades. Generate tax reports with gains and losses. View aggregated balances and asset summaries. Export data for tax filings.
Mktbox: Stock Market Tracker
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.
Portfolio X - Stock Tracker
Popa Alexandru
Track stocks, crypto, and dividends
Track stocks, cryptocurrencies, and dividends with real-time data and market insights. View performance, set price alerts, and receive financial news. Manage multiple assets and analyze historical trends.
Profitable - Portfolio Tracker
Alberto Gaspar Martin
Track stocks, view performance, manage
Track stock portfolios in real-time with detailed stock information including current price, daily changes, and overall performance. Set investment goals, receive market updates, and analyze historical data to support informed decision-making.
DBS digibank - wealth
DBS Bank Ltd
Invest, plan, and bank securely
Manage finances with investment tools, budgeting features, and payment tracking. Set reminders for bills and payments. Access account insights and use smart shortcuts for quick transactions. Monitor spending and plan expenses within the .
Slog: Budget&Portfolio Tracker
Hangzhou PlatinumTinkling Technology Co., Ltd.
Track expenses, analyze portfolios, manage net worth
Track income and expenses with a simple transaction recorder. View aggregated net worth and portfolio performance. Analyze spending habits and monitor financial goals. Set budgets and receive alerts for spending thresholds.
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.