投资理财必会 app icon

Apps Like 投资理财必会 for iPhone and iPad

Learn to make money grow.

The app teaches users how to make money grow through investment and financial management. It covers various topics including financial planning, investment strategies, and wealth-building habits for different age groups.

by 世木 林★ 4.52 ratingsFinanceFreeData updated 2026-10-19

投资理财必会 screenshots

Ranked alternatives

Showing 641–660 of 1,000 ranked alternatives.

  1. Gatewood Wealth Solutions app icon

    Gatewood Wealth Solutions

    Gatewood Wealth Solutions, LLC

    Manage finances and track investments

    Access financial plans, investment performance, and cash flow data anytime. View detailed reports, track expenses, and set financial goals. Receive alerts for account activity and securely manage investments.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-21
  2. The Retirement Planning Group app icon

    The Retirement Planning Group

    THE RETIREMENT PLANNING GROUP, INC.

    Review performance, track income, upload documents, link

    Review investment performance and account values. View income, distributions, and net worth summaries. Upload and download documents from a secure vault. Link external accounts for consolidated financial data.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  3. Hammond Iles Portal app icon

    Hammond Iles Portal

    Kelly Financial Group, LLC

    Access accounts, view portfolio, secure messages

    Access account details, investment portfolio, and document vault securely from your phone or tablet. Contact financial coach directly, receive messages, and view updates from your personal finance team.

    ★ 4.84 ratingsFinanceFreeData updated 2026-09-06
  1. AMEYA app icon

    AMEYA

    Bajaj Capital Insurance Broking Limited

    Track investments and manage portfolios

    Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company.

    ★ 5.09 ratingsFinanceFreeData updated 2026-09-06
  2. OCEAN Broker app icon

    OCEAN Broker

    CaixaBank, S.A.

    Track markets, buy, and sell stocks

    Manage investment portfolio with real-time market data and stock tracking. Buy and sell securities on major exchanges. Monitor asset performance and receive financial news updates. View detailed market indices and stock prices.

    ★ 3.45 ratingsFinanceFreeData updated 2026-09-08
  3. Tata Mutual Fund - SIP & Track app icon

    Tata Mutual Fund - SIP & Track

    Tata Asset Management Limited.

    Investments, learn, and invest

    Investments with real-time portfolio updates and detailed performance analytics. Set and monitor financial goals using a personalized planning tool. Access educational resources and market insights for informed decision-making.

    ★ 4.98 ratingsFinanceFreeData updated 2026-09-06
  4. InsightOne app icon

    InsightOne

    TheInvestmentAnalyst.com Ltd

    Learn, read, and analyze investment content

    Access investment education through analyst-curated content and interactive iBooks. Watch FHD and 4K videos for micro-learning. Use AI transcriptions and gamification features. Listen to podcasts. Subscribe for full access to research and strategies.

    ★ 5.07 ratingsEducationFreeData updated 2026-09-06
  5. OneAscent app icon

    OneAscent

    OneAscent

    Access portfolio data anytime

    Access portfolio data in real time. View investment performance, asset allocation, and transaction history. Receive alerts for account changes. Export reports and contact support through the .

    ★ 4.88 ratingsFinanceFreeData updated 2026-09-20
  6. TRADERVERSE app icon

    TRADERVERSE

    Traderware Inc.

    Connect with traders and share strategies

    Connect with traders based on shared interests and trading styles. Analyze social and investment behavior to assess credibility. Share trading strategies and educational content. Participate in discussions and track portfolio performance.

    ★ 5.06 ratingsSocial NetworkingFreeData updated 2026-09-06
  7. MyXpense - incomes & expenses app icon

    MyXpense - incomes & expenses

    ExpenseCount Inc.

    Track income, log , analyze spending

    Track income and to manage budgeting and financial planning. Organize transactions and analyze spending patterns. Access accounts from any device via website or mobile. No login required.

    ★ 4.97 ratingsFinanceFreeData updated 2026-09-12
  8. Split - Budget & Track Bills app icon

    Split - Budget & Track Bills

    志亮 黎

    Create budgets, expenses, save money

    Transactions and account balances. Monitor monthly expenses and income. Create custom budgets and set financial goals. Grow savings with personalized insights. Sync accounts and receive alerts for spending patterns.

    ★ 4.54 ratingsFinanceFreeData updated 2026-09-06
  9. Vera: AI Money Coach app icon

    Vera: AI Money Coach

    Verde Money Inc

    Set financial goals and track progress

    Track spending habits and set budget limits. Receive personalized financial advice and goal tracking. Monitor expenses and categorize transactions. Get reminders for bill payments and savings targets.

    ★ 5.07 ratingsFinanceFreeData updated 2026-09-06
  10. Banconus app icon

    Banconus

    BANCONUS FINSERV PRIVATE LIMITED

    Manage mutual funds, equity shares, bonds,

    Track investment performance with historical data and portfolio reports. View transaction statements for any period. Download one-click account statements for Indian asset management companies.

    ★ 4.65 ratingsFinanceFreeData updated 2026-09-06
  11. STECS app icon

    STECS

    STECS FINANCIAL TECHNOLOGIES LTD

    Manage finances in one

    Manage finances with budget tracking, expense categorization, and goal setting. Open accounts quickly, send money, and access credit products. View spending patterns and receive financial insights.

    ★ 4.07 ratingsFinanceFreeData updated 2026-09-06
  12. 嘉实理财嘉-一站式专业基金理财 app icon

    嘉实理财嘉-一站式专业基金理财

    Harvest Fund Management Co., Ltd.

    Professional fund investment and wealth management

    The app offers professional investment advice with experts available for asset allocation. It provides exclusive direct sales discounts on fund purchases and allows for flexible use of money market funds for payments and earning interest.

    ★ 2.67 ratingsFinanceFreeData updated 2026-10-20
  13. Sentinel AI: Trading Assistant app icon

    Sentinel AI: Trading Assistant

    Sardar Sons Technology LLC

    Get real-time trade signals and analysis

    Receive real-time Buy, Hold, or Sell signals for stocks and crypto using RSI-based analysis. Track major stocks like AAPL, TSLA, and crypto such as BT. Access recommendations for day , swing , and long-term investment strategies.

    ★ 5.07 ratingsFinanceFreeData updated 2026-09-06
  14. pH by JH app icon

    pH by JH

    Jones-Hamilton Co.

    Calculate rates, access data, stay informed

    Calculate investment application rates using custom calculators. Access product data sheets for application instructions. Retrieve latest news, research, and resources from Jones-Hamilton Co.

    ★ 5.07 ratingsBusinessFreeData updated 2026-09-13
  15. Zoe Financial app icon

    Zoe Financial

    ZOE FINANCIAL INC.

    Access accounts, invest, track growth

    Access account balance, investment performance, and current holdings. View transfer status and transaction history including deposits and withdrawals. Receive updates on investment account growth.

    ★ 4.77 ratingsFinanceFreeData updated 2026-09-06
  16. 江海锦龙综合版-手机炒股理财股票开户软件 app icon

    江海锦龙综合版-手机炒股理财股票开户软件

    Jianghai Sericurities Co., Ltd.

    Intelligent investment and trading companion.

    The app offers stock trading, market data, and financial news. It provides tools for intelligent investment, stock selection, and portfolio management.

    ★ 1.01 ratingsFinanceFreeData updated 2026-10-07
  17. Meu Dinheiro app icon

    Meu Dinheiro

    Easyme Tecnologia e Inovacao Ltda ME

    Manage finances and investments online easily.

    The app offers financial and investment management with features for personal, family, or small business control. It includes budget, cash flow, bank accounts, credit cards, goals, and investment management for various assets.

    ★ 3.33 ratingsFinanceFreeData updated 2026-10-13

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.