View portfolios, track investments, stay informed
View and monitor investment portfolios and accounts. Track performance of investments and markets. Receive updates and alerts on financial activities. Securely access account details and market data.
Showing 21–40 of 1,000 ranked alternatives.
Merrill Lynch
Manage investments and banking accounts easily.
The app allows Merrill clients to manage investment accounts, deposit checks, transfer money, and access market research. Users can view brokerage and linked external accounts, access statements, and receive customizable alerts.
Voya Services Company
Manage accounts, view balances, and track expenses
View and manage retirement, health savings, and investment accounts alongside checking, savings, and credit cards. Track transactions, set budgets, and receive alerts. Access account statements and transfer funds securely.
Betterment
In portfolios and automatically
In and through automated portfolios and expert guidance. Set financial goals, schedule regular contributions, and track progress. Adjust risk tolerance and access real-time performance reports.
BlackRock Financial Management, Inc.
Access portfolios, track investments, stay informed
Access investment portfolios and monitor performance in real time. View multimedia content from experts including strategists, portfolio managers, and public policy analysts.
Fountainhead Capital Management, LLC
View holdings, track portfolio, analyze investments, access
View holdings and portfolio values in real-time. Track investment performance and access market news. Securely contact advisors and log in with existing credentials or Touch ID.
TipRanks Ltd
Track stocks, manage portfolios, access financial data
Track performance and manage investment portfolios. Access financial news and analyst opinions. View data-driven scores for trends. Receive insights from Wall Street experts. Monitor updates in real time.
Fidelity Investments
View retirement savings and benefits
View retirement savings, investments, and account performance. Check balances and recent contributions. Manage HSA expenses and investments. Monitor 529 plans and brokerage accounts. Access health insurance details and coverage information.
Index Fund Advisors, Inc
Connect with and track your investments
Connect with Wealth via phone, email, or Facetime for personalized financial guidance. Read and share evidence-based investing articles. Watch educational interviews and documentaries on investment topics.
First Dakota National Bank Inc
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage budgets. Track spending patterns and receive financial insights.
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.
Savvy Trader, Inc.
Track investments, create portfolios, share trades
Track stock and crypto investments in one place. Create and share virtual portfolios. Subscribe to other user portfolios. Set subscription fees for shared portfolios. Access AI-powered insights for investing questions.
Fusion Media Limited
Track data, news, and alerts
Track real-time prices, indices, and commodities. Receive news updates and alerts. Monitor portfolio performance. Analyze financial data and follow global trends. Set price alerts for specific stocks. View historical data and chart trends.
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.
3C Trade Tech Ltd
Track prices, automate trades, manage portfolios
Manage portfolios with real-time price tracking and market analysis. Set automated trades and stop-loss orders. Monitor multiple exchanges and receive alerts. Securely store private keys and view transaction history.
Cerro Pacific Wealth Advisors LLC
View financial data and manage your portfolio
View financial dashboard for comprehensive overview. Access interactive portfolio reports with real-time investment data. Securely view documents from team. Use budgeting tools to manage expenses.
The Bank of Nova Scotia
Trade stocks, view portfolios, track prices
Track stock prices and market trends. Place and manage trades with real-time data. View portfolio performance and investment history. Set price alerts and access research tools. Receive market news and company updates.
T. Rowe Price
Track, decide, and invest with confidence.
The app provides a consolidated view of T. Rowe Price and linked external accounts, showing balances, performance, and net worth.
Equitable Financial Services, LLC
Manage accounts, view history, access documents
Access accounts using FaceID or TouchID. View all accounts in one place. Access up to seven years of documents. Review balances and activity. Adjust investment options. Update personal information. Schedule transactions.
CATALYST FINANCIAL PARTNERS LLC
Access portfolios, accounts, and vault
Access portfolio valuations, view account and investment overviews, and access the vault. Manage investments, check balances, and review transaction history. Receive alerts and update contact information.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.