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Best Portfolio Apps | FINANCE-appsios

Montage Ventures

+21    Invitationonly application for seed stage venture capital firm Montage Ventures that provides profiles on Montage Ventures portfolio companies, entrepreneurs and investment themes along with information on valueadded services and service provider relationships of the firm for both Montage Ventures investors ...    3 MB    Views 7890
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+6    The Stocks Bonds and Stuff app helps develop intuition and confidence in portfolio management. Build a simple diversified portfolio of ETFs and see how your investment decisions effect risk and return. Let us know what you think    3 MB    Views 7159
+11    P2strategies is an investment solution that is designed to help minimise the impact of market drawdowns and actively reduce portfolio volatility, while allowing dynamic participation in rising markets giving investors the confidence to stay invested for the longterm. The app ...    6 MB    Views 9470

Legal & General IPS

+3    Keep a close eye on your Legal & General Investor Portfolio Service (IPS) investments while you're on the move it's all there to view securely at your convenience. The IPS App enables you to: View your up to date portfolio ...    2 MB    Views 4450

ETF Central

+30    All things ETF. Get instant access to all TSXlisted ETFs. ETF Central acts as a onestop shop for all Canadianlisted ETFs including 15 minute delayed ETF price updates and complete news coverage of the ETF landscape. In addition to news and price ...    7 MB    Views 9884


+21    Commercial Defeasance, LLC is the industry leader in the defeasance of commercial real estate loans. Founded in 2000, we have defeased loans on all property types from small, single loan defeasances to large, complex portfolio defeasances. We have worked with every ...    391 kb    Views 5333


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+1    This free app allows AlphaGlider clients to securely view current portfolio holdings, monitor portfolio performance, read quarterly statements and run numerous reports on their portfolio. Data is generally up to date as of the previous business day. AlphaGlider is a modern, ...    3 MB    Views 5462
+17    Myddleton Croft Mobile allows you to view your Myddleton Croft account online. If you are a client, Myddleton Croft Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your ...    20 MB    Views 2635

Prosper Stocks

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+7    Powerful stockpicking tools used by Wall Street pros are brought to iPad by this crisp app. Prosper Stocks is a visual stock screener and a flexible stock and portfolio analyzer. It enables users to research stocks with extensive fundamental and ...    3 MB    Views 2933
+2    Obtain a consolidated view of all your financial information within PSG from this secure application. This includes investment portfolio values, profiles, premiums, cover amounts as well as direct access to your share portfolio and watchlist. This app is the key ...    1 MB    Views 1738

CSE Mobile App

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+30    Obtain insights in to the Colombo Stock Exchange while on the move The CSE iOS Mobile Application enables you to access a range of features as provided through the CSE Web Portal, but through a mobile interface designed for heightened user ...    33 MB    Views 3823
+11    With the growing amount of literature available in the industry, researchers and portfolio managers face the daunting challenge of prioritizing what they should read. Practical Applications, focusing on portfolio management, takes IIJournals research articles a step further.    6 MB    Views 415
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-9    Golden Eight's mission is to offer to everyone high profitable investment opportunities without requiring financial knowledge and high account minimums. Our algorithms will take care of trades for you, managing automatically your diversified portfolio of spot currencies and commodities. We make ...    6 MB    Views 655
Related Apps time portfolio list updated markets currency real screen
+5    Thank you all for downloading the QFolio app and for your valuable feedback. Please continue to comment & rate the app and to send in requests for enhancements to FEATURES Real Time Quotes • From US markets (NASDAQ, NYSE, AMEX) • From Nordic ...    8 MB    Views 8512


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+28    La meilleure application pour gérer un portefeuille d'actions et de stock options. iTrading gére toutes les places de marché dans toutes les devises. iTrading calcule automatiquement les frais de transactions bancaires et la répartition de votre portefeuille sur les secteurs d'activités. The best ...    7 MB    Views 6898

MPAO Mobile App

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+17    The official Mobile Application for Maldives Pension Administration Office. Features include Viewing RSA(Retirement Savings Account) Balance, Viewing the composition of RSA account, which is the percentage each portfolio such as Investment Portfolio or Sharia Portfolio Viewing the money flow within the RSA Account, ...    7 MB    Views 6891

Portfolio Tracker

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+4    Keep track of your portfolio with the portfolio tracker. This app enables you to keep your portfolio in your pocket at all times. This allows you to see the value of it and the profit. Free so why not try?    564 kb    Views 1846

RMS Wealth Mobile

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+28    RMS Wealth Mobile allows you to view your RMS Wealth account online. If you are a client, RMS Wealth Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your ...    11 MB    Views 6040


-7    Stockist is a super simple Stock Portfolio tracking app. It allows you to search and add stocks in your portfolio and see where you stand overall and within each stock financially.    1 MB    Views 8837


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+1    Merolagani Nepse App is an extended version for the website It will provide updated news and announcements, live stock quotes from Nepal Stock Exchange, as and when it happens. The app also has a Portfolio tracker specially designed for Nepali ...    6 MB    Views 3298

Insider RU

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+14    Insider RU is a unique informational and financial App. This application is intended for a wide range of users looking for investment tools in Russia. Want to get a look at big picture? Sectors? Industry? Compare different assets? It enables you to ...    10 MB    Views 4239

WMS Portfolio

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+24    An application for Smart phones and Tablets allowing a user to get a snapshot of a client portfolio with L&T Capital Markets. The users will be End Clients and Relationship Managers of L&T Capital Markets Features   ·         Single and Secure Login for ...    16 MB    Views 451


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+9    Invest wisely with iPhilStocks, the versatile Market Watcher and Portfolio Manager developed specifically for the Philippine Stock Market. iPhilStocks provides basic functionality, Ad supported, and limited to 1 portfolio of 50 stocks. If you need more features we recommend iPhilStocks ...    5 MB    Views 2337
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-7    Stocks TSX is the simplest and easiest way to watch the Canadian TSX Index, components and track your portfolio. Stocks TSX is mainly focused in the Canadian stock market but you can watch international markets too. Main features are: Watch main indexes at ...    5 MB    Views 5640


+23    TodayStocks is a lightweight stocks app that shows you your portfolio in a minimalist today extension. No need to scroll to find the stock you're looking for like in other applications. TodayStocks will sort your portfolio by percent change so you ...    940 kb    Views 7855
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+2    Stocks Creamun is the simplest and easiest way to watch the stock market and track your portfolio. Stocks is mainly focused in the USA stock markets but you can watch international markets too. Main features are: Watch main indexes at glance in home ...    5 MB    Views 6334

Portfolio Lab

Related Apps investment portfolio application
+7    Portfolio Lab for iPad is a companion application to Portfolio Lab, a desktop portfolio research application for financial advisors and investment managers to manage portfolios, evaluate investment tradeoffs and create attractive proposals.    47 MB    Views 4976
+13    Arrowhead Properties Limited is a property loan stock company holding a diverse portfolio of 98 properties across South Africa with a Gross Lettable Area of 428 000 m². Arrowhead Properties’ priority will be to distribute growing income returns to its ...    4 MB    Views 9121
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+8    The Investment Solutions Portfolio Analyser app gives registered clients of the Company useful insight into their investment portfolios. With information on: • Performance • Asset allocation • Risk stats • Economic indices and more, The world of portfolio management has become that much more accessible; ...    3 MB    Views 129
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-1    Founded by Peter L. Bernstein in 1974, The Journal of Portfolio Management (JPM) is the definitive source of thoughtprovoking analyses and practical techniques in institutional investing. It offers cuttingedge research on asset allocation, performance measurement, market trends, risk management, portfolio ...    6 MB    Views 9999

Entrust IRA

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+7    This innovative, educational app can help you learn more about selfdirecting your retirement and building assets for the future. Now, more than ever, investors are seeking strategies to grow and diversify their retirement portfolio through alternative investments like real estate, ...    1 MB    Views 3919

R. Wadiwala PMS

+1    R.Wadiwala Portfolio Management Services (PMS) App is an app for our registered PMS clients. This app will help you track your portfolio anywhere, anytime with the help of different reports updated at the end of the day.    6 MB    Views 2664

Stock Smart

Related Apps stock portfolio smart
+26    EASY FAST and always FREE Stock smart will provide real time updates for your stock portfolio. It’s the fastest, easiest and most elegant way to manage your personal stock portfolio.    1 MB    Views 4283
0    Assidium helps you know more about your share portfolio in realtime. Monitor live profit/losses and see your portfolio broken down by country, currency and sector. Value at risk, betas and liquidity complete this professional trading package for the discerning ...    20 MB    Views 1585
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+14    Fastest and safest way to control your shares Portfolio Manager let you quickly view all your stocks valuable data at once. You add, delete or modify shares of companies you own. We retrieve data and do necessary calculations to show you ...    7 MB    Views 6997
+1    2012ben indítjuk útjára legújabb gazdasági témájú digitális tartalmunkat, a Magazint. A rendszeresen megjelenő kiadványban a pénzügyi szektor legfontosabb szereplőivel készített interjúkon és elemzéseken túl további exkluzív tartalmakat galériákat, videointerjúkat, irodakörképeket, interktív grafikonokat és dinamikusan kereshető listákat – is ...    58 MB    Views 7473
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+12    Mobile app to view your portfolio valuation FinSoft Mobile app by FinSoft Solutions gives you access to your portfolio on your iPhone. What can you do? View Portfolio valuation Get Summary of Investment report with XIRR and Absolute return. Latest transaction and ...    4 MB    Views 5563


+8    WealthBar makes online investing simple and easy. Our expert portfolio managers manage your investments for you using timetested diversified portfolio strategies and at a cost that is a fraction of what expensive mutual funds and traditional financial advisors charge you. ...    15 MB    Views 1974


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-3    Moneysage is a must have portfolio management tool for people who invest heavily in Mutual Funds in India. Features include: 1. Comprehensive library of Indian Mutual Funds. 2. Daily NAV update for all funds. 3. Daily NFO updates. 4. Live Forex rates for all ...    10 MB    Views 3926


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0    Sornem Private – The App for Private Clients of Sornem Private Wealth. This App allows Private Clients to securely access information regarding their portfolio via a tablet. Specifically, it provides access to the following: Portfolio Valuation Reporting; Portfolio Transactions & Data Analysis; Quarterly Review ...    9 MB    Views 3579

G3 My Portfolio

0    G3 My Portfolio is an application that provides financial information and services to authorized users by Lombard Odier.    NAN    Views 9597

Moneysage for iPad

Related Apps funds daily mutual version features portfolio
+10    Moneysage is a must have portfolio management tool for people who invest heavily in Mutual Funds in India. Features include: 1. Comprehensive library of Indian Mutual Funds. 2. Daily NAV update for all funds. 3. Daily NFO updates. 4. Live Forex rates for all ...    7 MB    Views 7317
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+11    Portfolio creator, create your example portfolio within seconds. Investing in uncertain times can be hard. How should one divide their investments? Portfolio creator can help, this app suggests different portfolios depending on investment amount and economic times. This app features investment portfolios ...    4 MB    Views 5265


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+3    Not All Hong Kong Fund Price are supported and Interface is in Chinese Only FundAlert allow you to keep track of your favouries Fund choice for monitoring their price changes. You can setup the Alert list for target price and ...    936 kb    Views 8741
Related Apps investment investor axa portfolio access view
+26    The My Self Investor app is for AXA Self Investor customers to view their portfolio and monitor investment performance whenever they like. You can view your whole AXA Self Investor investment portfolio, get a breakdown by product or by investment ...    NAN    Views 2868
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+23    Portfolio Asset Tracker allows you to group and track US investments by asset classes that you define. Prices are periodically pulled down and the performance of each asset class is instantly updated. With Asset Tracker you can: View the day's performance ...    2 MB    Views 453

Stocks Stack

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+13    Keep track of your portfolio in no fuss, with no fancy features, but just in the most plain and simple way. Start with an initial balance, and record your portfolio ins and outs, and adjustments (income & expenses). STOCKS STACK will ...    2 MB    Views 8153
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-5    Welcome to the Reality Wealth App for iPad. This app enables you to monitor progress on your Live Deals, review the details of your Completed Deals, and check upcoming loan covenants, which require attention across your portfolio, via My Diary. The content ...    12 MB    Views 5476

DaVinci Money

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+5    DaVinciMoney is a unique product to manage your financial investments via iPad. Designed for those who want to invest in an independent and really proactive way, DaVinciMoney allows you to build multiple portfolios, including multicurrency, taking advantage of all possible opportunities in the ...    8 MB    Views 4495

Stock Options

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+2    The Stock Options Mobile App from HKEx is a free app that gives you access to the most popular tools from the HKEx Stock Options Corner, coupled with personalised features such as "My Portfolio" to keep track of a stock ...    42 MB    Views 8002

Mobex Portfolio

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+2    Mobex Portfolio combines your uploaded portfolio data with realtime data feeds to receive live updates to PnL, issuer exposure, and overall account health. Includes graphs for timeseries views of PnL, and instant health charting.    11 MB    Views 6897
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+15    Learn about the benefits of automated rebalancing software using tRx. Total Rebalance Expert can provide tax efficient portfolio rebalancing with tRx. We also offer portfolio accounting with tPx and client portal software with tPortal. For updates, Sheryl's posts and more, ...    16 MB    Views 3584


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+17    Create and control your own bespoke portfolio "iProtect Serious Investors Only Need Apply" AppleCraver BEGINNERS USE BASIC MODE. ADVANCED INVESTORS/ADVISORS USE FUND MODE. iProtect is a new tool with which you can create your own tailormade, capitalprotected portfolio. There is a mistaken belief ...    2 MB    Views 7781
Related Apps portfolio wealth information advisors summary point performance mobile
+6    Portfolio Wealth Advisors mobile gives you immediate and secure account access from your mobile device. PORTFOLIO SUMMARY HOLDINGS SUMMARY PERFORMANCE REPORTING Point to point performance down to the asset RETIREMENT CALCULATORS Powered by AdvisoryWorld NEWS & MARKET COMMENTARY including CIO notes from ...    3 MB    Views 4962

Power Trader Mobile

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-3    Stay connected to the market and your accounts with Virtual Brokers stateoftheart iPhone native Power Trader Mobile App which is designed to be userfriendly, fast, secure and reliable. No matter where life takes you, monitor your portfolio, check balances and ...    7 MB    Views 5866

Mobile Portfolio

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+4    Mobile Portfolio is the core of a portfolio management system designed to assist you in following and analysing your investment portfolio. With it, you can: Create separate portfolios to group your investments List all investments contained in one portfolio Modify the ...    1 MB    Views 1867


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+29    SQUABER protects your portfolio against excessive losses and delivers personalized alerts on companies from your investment portfolio. Build your portfolio using specially selected hot stocks, activate alerts and forget about the daily checking of quotes SQUABER will inform you ...    6 MB    Views 8373
Related Apps planning portfolio information application clients financial
-1    This mobile application provides quick access to portfolio information for investment management clients of Symphony Financial Planning, LLC. Account values, performance information, portfolio analysis, and quarterly reports can all be accessed here by authorized users. This application has been developed ...    30 MB    Views 856
issue insurance quotations portfolio check application
+30    Cosmos Insurance Agents Powertools Application for iPhone and iPad. A must have application for any agent cooperating with Cosmos Insurance. By downloading our app you will be able to: Stay up to date with important company announcements Issue covenotes Issue myDRIVE quotations ...    16 MB    Views 8746

8 Now!

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+2    8 Now is a simple new way to own and automate a global investment portfolio. 8 Now gives you the benefit of a professional portfolio that is designed just for you. Your portfolio is globally diversified and automatically optimized as ...    NAN    Views 4796
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