Track accounts, investments, and goals
Track income, expenses, and net worth across all accounts. Set financial goals and monitor progress. Use AI to analyze spending patterns and suggest budget adjustments. Automate savings and investment contributions.
Showing 21–40 of 1,000 ranked alternatives.
Teachers Insurance and Annuity Association America
Track accounts and manage investments
Manage retirement and brokerage accounts with secure access to account activity, contributions, and asset allocation. Transfer funds between retirement plan accounts and fund new brokerage accounts. Log in using password, Touch ID, or Face ID.
InvestMates Pte Ltd
Manage investments, track portfolios, set goals
Manage investments with real-time portfolio tracking and performance analysis. Set up recurring contributions and goal-based investing. Access market data and research reports. Adjust risk profiles and monitor transactions.
Revent Solutions LLC
Expenses, sync accounts, set budgets
Sync bank accounts, credit cards, and investment portfolios in one tap. expenses, set budgets, and receive bill reminders. Cancel subscriptions, monitor net worth, and manage spending without spreadsheets.
Richify Bilisim Teknolojileri Egitim Danismanlik Ve Muhendislik Hizmetleri Limited Sirketi
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.
HOXTON CAPITAL MANAGEMENT FZE
Track net worth in real time
Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.
Edelman Financial Engines, LLC
Track accounts and view progress
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
Dukascopy Bank SA
Global market data and news.
The app provides free, real-time market data for currency pairs, commodities, stocks, indices, and bonds. Users can access live charts, receive price alerts, and stay informed with global market news and economic calendars.
Dane Hankamer
Calculate and plan growth
Calculate investment growth with periodic contributions. Adjust contribution frequency and view year-by-year breakdowns. Track over time. Set and adjust parameters for accuracy. Export results as reports.
Morningstar, Inc.
Track investments, analyze portfolios, set goals
Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.
Sawhney Systems, Inc.
Plan your finances and track expenses
Plan and analyze personal finances with tools for retirement forecasting, Social Security decisions, and investment strategies. Calculate retirement readiness, compare housing options, and assess IRA conversions.
Wealthica Financial Technology Inc.
Track investments and banking transactions
Track net worth by integrating accounts from banks, investments, and crypto platforms. View all assets and liabilities in one place. Analyze spending patterns and investment performance over time.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.