Investment portfolio overview and management.
The app provides an account overview with asset and cash balances. It details individual holdings, transaction history, and account-related correspondence.
Showing 1–20 of 1,000 ranked alternatives.
Buy Moonshots, Inc.
Buy, sell, and convert memecoins
Deposit and withdraw funds using Apple Pay, credit/debit cards, or bank transfers. Buy and sell memecoins with real-time price updates. Track holdings and share profits with friends. Convert cash to memecoins instantly.
The Vanguard Group, Inc.
Invest, track, and manage your portfolio
Access account balances and total assets. Review investment performance and transaction history. View portfolio details and asset allocation. Manage investments by buying or selling funds. Set up recurring contributions and adjust portfolio settings.
ShapeShift AG
Track crypto prices and manage portfolios
Track cryptocurrency holdings with Altfolios to monitor price changes and real-time value. View market data without requiring an account. Update holdings and check prices instantly.
Apponance, Inc.
Track , analyze data, trade quickly
View real-time quotes and pre-market/after-hour data. Customize advanced charts with technical indicators. Track portfolio performance and set price alerts. Place trades and manage orders directly. Access market news and analyst ratings.
Ser Familia, Inc.
Track crypto prices and analyze trends
Track cryptocurrency prices, market caps, and 24-hour changes for Bitcoin, Ethereum, and other major coins. Analyze trends using candlestick charts and multiple timeframes. Set price alerts for real-time updates.
Edward D. Jones & Co., L.P.
View accounts and track performance
View account holdings, performance, and activity. Connect external accounts to see balances. Track progress toward financial goals. Message and share documents with the team. Deposit checks and transfer funds. View and sign account-related documents.
Excel Net Solutions Private Limited
Track mutual fund schemes and facts
View mutual fund scheme details including fund objective, features, return performance, holdings, and NAV graphs. Compare schemes by return performance. Access financial calculators. Check portfolio performance and holdings.
Manulife (International) Limited
Manage policies and accounts securely
View insurance and health policy details, check MPF and investment fund holdings. Submit and track claims, manage policy changes like direct debit setup. Access account information and update personal details securely.
LPL FINANCIAL CORPORATION
Access accounts, track trends, manage goals
Monitor accounts by tracking total portfolio value and viewing performance over different timeframes. Check balances, transaction history, and investment details. Set up alerts for activity and portfolio changes.
American Precious Metals Exchange, Inc
Buy and securely
Buy and sell and with secure transactions. View live spot prices and charts. Set custom price alerts. Browse and purchase bullion and collectibles directly. Track precious metals news and market updates. Manage purchases and view transaction history.
Northern Trust Corporation
Wealth management suite extension for users.
The app provides real-time banking balances and activity, historical information for all accounts, and investment portfolios with intra-day price updates. Users can transfer money, pay bills, deposit checks, and find office locations.
Algo Trading Services Pty Ltd
Access investment data and research now.
The app provides clients access to investment data, including portfolio information, market data, and research. Clients can view valuations, asset allocation, stock quotes, dividend history, charting, news, market summaries, and transaction history.
Morgan Stanley
Track shares, manage portfolio, exercise options
Manage and forecast your portfolio. Track past and future events. View transaction history and employee stock purchase plan holdings. Sell or transfer shares. Exercise options. Take action on restricted stock awards.
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.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.