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 681–700 of 1,000 ranked alternatives.

  1. Investor Mind app icon

    Investor Mind

    Md Sifat Ul Haque

    Value stocks with financial analysis

    Analyze company fundamentals with financial statements, key metrics, and valuation models. Track stock performance and compare companies. Receive real-time market updates and expert insights. Set investment goals and monitor progress over time.

    ★ 4.54 ratingsFinanceFreeData updated 2026-09-06
  2. NFSG 360 app icon

    NFSG 360

    NFSG Corporation

    Track investments and view market trends

    Track investment performance with real-time portfolio updates and market trend analysis. Receive personalized financial insights and news. Access expert analysis and connect with advisors for tailored guidance.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  3. Heritage Grove Mobile app icon

    Heritage Grove Mobile

    Heritage Grove FCU

    Manage finances on the go.

    The app provides users with financial management tools. Users can check balances, view transaction history, transfer funds, and pay loans through a unified digital experience.

    ★ 2.56 ratingsFinanceFreeData updated 2026-09-17
  1. CashBook , Money Manager app icon

    CashBook , Money Manager

    Mo'men Hemeid

    Record income and track expenses

    Track expenses and record income with daily entries. View financial statistics and budget breakdowns. Securely back up data. Monitor spending patterns and set financial goals. Adjust budgets and analyze spending habits over time.

    ★ 4.07 ratingsFinanceFreeData updated 2026-09-06
  2. Beacon Hill app icon

    Beacon Hill

    Beacon Hill Private Wealth LLC

    View portfolio values and allocations

    View portfolio values and allocations in real time. Track asset distributions and performance metrics. Receive notifications for account activity and market changes. Adjust investment settings and access detailed reports.

    ★ 5.07 ratingsFinanceFreeData updated 2026-09-14
  3. Team Hewins, LLC app icon

    Team Hewins, LLC

    Team Hewins, LLC

    Track expenses, budget, and secure documents

    View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a document vault. Manage budgets and track financial progress.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-16
  4. 中山证券同花顺版 app icon

    中山证券同花顺版

    Zhongshan Securities Co.,Ltd.

    Comprehensive financial services on mobile.

    The app provides a comprehensive mobile trading and wealth management platform. It offers services including stocks, funds, and investment advisory, with a user-friendly interface for market data and trading.

    ★ 3.52 ratingsFinanceFreeData updated 2026-10-22
  5. UltraBudget: AI Budget Planner app icon

    UltraBudget: AI Budget Planner

    Axiosware LLC

    Track expenses, set budgets, and save automatically

    Track expenses and categorize transactions. Set and adjust budgets based on spending habits. Receive personalized spending insights and recommendations. Sync data across devices and view financial summaries in real time.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-06
  6. Bragg Client Portal app icon

    Bragg Client Portal

    Bragg Financial Advisors, Inc.

    Track expenses, budget, and secure documents

    View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely via a document vault. Access budgeting tools and additional financial features.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-16
  7. MySIPonline - Mutual Fund App app icon

    MySIPonline - Mutual Fund App

    COGNUS TECHNOLOGY

    Invest in funds and SIPs

    Track investments and SIPs. Analyze portfolios and set financial goals. Receive AI-driven investment advice. Plan gold investments and take loans against funds. Manage financial goals and view investment performance.

    ★ 4.73 ratingsFinanceFreeData updated 2026-09-13
  8. TradeMatrix: Investors Network app icon

    TradeMatrix: Investors Network

    TradeMatrix, Inc.

    Post trades, view portfolios, share insights

    Connect with to share and discuss investment ideas. Post daily market activities and view portfolios. Access crypto and stock market updates. Learn strategies and engage in a community of .

    ★ 5.04 ratingsSocial NetworkingFreeData updated 2026-09-06
  9. 小金伴投 app icon

    小金伴投

    Shenzhen Jin Fu Zi Investment Consulting Co., Ltd.

    Professional fund investment and wealth management.

    The app provides convenient and professional investment and wealth management services. It allows users to inquire about fund net values, performance trends, and fund details before making a one-click purchase.

    ★ 5.02 ratingsFinanceFreeData updated 2026-11-04
  10. Shyn - NFT Portfolio app icon

    Shyn - NFT Portfolio

    Popstand, Inc.

    Track NFTs across wallets and blockchains

    Track NFTs across multiple wallets and blockchains. View real-time pricing and total value. Access exclusive community giveaways and whitelist opportunities. Manage holdings and monitor investment performance.

    ★ 4.76 ratingsProductivityFreeData updated 2026-09-06
  11. Easy Business Case Calculator app icon

    Easy Business Case Calculator

    Blue Water Apps, LLC

    Calculate IRR, NPV, and growth rates

    Create cases using cash basis financial models. Input revenue, expense, loan, and tax assumptions. Calculate IRR, NPV, growth rates, and required investment. 5-year plan with detailed charts. Export results as a Word document for email sharing.

    ★ 5.04 ratingsBusiness$49.99Data updated 2026-09-06
  12. 盈利宝 - 一站式智能投资、基金理财平台 app icon

    盈利宝 - 一站式智能投资、基金理财平台

    Shenzhen Newrand Securities Advisory and Investment Co., Ltd.

    Wealth management platform for investors.

    The app provides comprehensive wealth management services by selecting financial products. It offers fund sales and aims to simplify wealth management for users with various needs.

    ★ 5.02 ratingsFinanceFreeData updated 2026-10-19
  13. SAM Client App app icon

    SAM Client App

    Stansberry Asset Management, LLC

    Check performance, review portfolios, track investments

    Check investment performance, review portfolio details, and understand asset allocation. Subscribe to NewsFeed, download reports, view past webinars, and contact Customer Relationship Managers.

    ★ 4.65 ratingsFinanceFreeData updated 2026-09-06
  14. Divvi Wealth app icon

    Divvi Wealth

    Divvi Wealth Management, LLC

    View account details, collaborate, stay connected

    View account details, access portfolio information, and track financial goals. Communicate with financial advisors, receive updates on investments, and review performance reports. Set reminders for financial milestones and adjust investment settings.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  15. SET e-Book Application app icon

    SET e-Book Application

    MEB Corporation Public Company Limited

    Read, learn, and invest in books

    Read e-books on personal finance, business management, and investment instruments. Access study materials for financial exams like CISA, CFP, and Derivative License. Track investment portfolios and manage personal financial planning.

    ★ 5.01 ratingsBookFreeData updated 2026-09-08
  16. Owl Budget - Money Management app icon

    Owl Budget - Money Management

    Cashably llc

    Track expenses and plan your month

    Track expenses and income with monthly planning features. Set financial goals and manage bills. Log daily spending and categorize transactions. View detailed expense reports and adjust budgets accordingly.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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