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Investment portfolio tracking apps

Explore iPhone apps for investment portfolio tracking. Compare the main workflows, supported features, purchase options, and limitations documented for each listing. Greatooly links to official sources so you can check current availability and terms before choosing.

What to compare

Apps in this category approach investment portfolio tracking in different ways. Start with the task you need to complete, then compare the workflow and the specific features listed on each app page. The directory below links to app details, documented limitations, purchase notes, and sources.

How this directory is prepared

Greatooly summarizes public product information and links to official listings. App pages identify whether information was researched or hands-on tested. Pricing and availability can change by storefront, app version, and date, so check the linked source before purchase.

How to choose

Match the app's documented workflow to the specific investment portfolio tracking task you need to do.
Compare the current free tier, paid features, and renewal terms in the official listing.
Check supported devices, data export, sync, and privacy details where they matter to your use.

Frequently asked questions

Are all apps hands-on tested?

No. Each app detail page states whether its information was researched from public sources or hands-on tested. This category page does not imply that every app was tested.

Are prices and features guaranteed to be current?

No. App availability, prices, and features can change. Check the linked official store listing and the verification date shown on each app page.

SnapFolio: Portfolio Tracker

A read-only portfolio tracker that imports positions from screenshots or statements and compares assets with market data.

Guardfolio: Portfolio Tracker

A portfolio analysis dashboard for holdings, diversification, ETF overlap, and risk across supported accounts.

Dumori — Portfolio Tracker

A local-first portfolio tracker for recording holdings, setting allocation targets, and reviewing drift.

Clavix Stock Portfolio Tracker

A manual-entry stock and ETF portfolio tracker that grades portfolio risk and summarizes market changes.

Accrue - Portfolio Tracker

A portfolio tracker for stocks, ETFs, crypto, property, and cash with benchmarks, technical signals, and AI-generated holding notes.

Vassant: Investment Strategy

An investment research organizer for documenting stock theses, portfolio targets, and cash allocation.

Stock Events Market Tracker

Track stocks, ETFs, funds, bonds, and crypto alongside dividend dates, earnings events, and portfolio performance.

LiveQuote Stock Market Tracker

Build stock watchlists and portfolios, view price charts and market news, and review investment performance in a finance dashboard.

Snowball Analytics

Review investment portfolios, holdings, dividends, performance, and diversification across supported brokers and markets, with free and paid plan tiers.

Koyfin: Market Data & Analysis

Research stocks and global markets with charts, company data, watchlists, alerts, news, portfolio tracking, and a web-synced mobile dashboard for investors.

iLedger: Investment Journal

An investment journal that turns Interactive Brokers Activity Flex reports into portfolio and trade history.

Portfolio Lab

Portfolio Lab uses Monte Carlo simulations to explore possible investment and retirement outcomes from user-selected assumptions. It models contributions, withdrawals, inflation, taxes, volatility, and crash scenarios, then shows ranges and probabilities. Exports require Premium; the developer says results are educational, not financial or investment advice.

Moneyit - Expense Tracker

Moneyit combines expense and income tracking with budgets, savings goals, financial progress, tasks, and habit tracking. Its AI assistant offers general budgeting insights based on information the user provides. The listing says an active subscription is required to unlock the full feature set; it does not provide a price in the description.