Best Financial Personal Portfolio Apps

SigFig Investing – The smartest way to manage & improve your portfolio, 401k, and brokerage accounts

2015-07-02

+5 Track all your investment accounts for free, or let SigFig invest for you in a low cost automated ETF portfolio, in one secure personal finance app. See why people use SigFig to manage over 300 billion: “The datadriven financial planner of ... 24 MB Views 7365

7.5

Meniga

2015-09-15

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+4 Description Meniga is an award winning fun, free, smart and secure way to keep track and manage your finances. Meniga’s personal finance management solution is the winner of multiple awards for design and user experience, including Best of Show at Finovate ... 13 MB Views 5875

8.9

Plan your Life

2015-03-18

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0 Are you worried about your family's future financial security? Do you dream of retiring in comfort? Are you planning to buy a second house or a new car and you are not sure you can afford it ? Are you ... 12 MB Views 8439

9.0

Standard Bank App (South Africa)

2015-06-28

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+10 Description PERSONALISE YOUR APP AND YOUR ACCOUNTS – Create personalised dashboards that represent different parts of your financial world. – Rearrange your dashboard and rename your accounts to fit your personal needs. __________________ YOUR MONEY AT A GLANCE – View all your Standard Bank accounts and ... 50 MB Views 9110

9.8

Personal Finance Guide

2015-10-09

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+5 Get your financial life in order The Personal Finance Guide contains everything you need to hang on to the money you earn and grow it for the future. With strategies for saving and investing, the guide explains how to measure ... 510 kb Views 1998

8.7

MyLifetime

2015-05-10

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+14 Looking for the easy way to manage and organise your finances? Keeping track of your financial position is no easy task, understanding where you stand now as well as where you might be in the future can be overwhelming. MyLifetime lets ... 8 MB Views 1107

9.7

實德證券

2015-06-15

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+15 Introduction: Success Finance Group is committed to provide customers with onestop professional and financial services. Success Securities Limited (“Success Securities”) designs a new securities trading platform in mobile version with AAStocks. Customers can easily keep abreast of the latest market trends ... 17 MB Views 6717

7.6

WalletWhiz

2015-05-30

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+1 "We all know tracking spending habits for anyone is difficult. Is there a solution? Yes WalletWhiz is one of the best solutions for an iPhone owner." SimpleReviews "A Handy Personal Financial Tool that’s helpful for all" AppShouter "This app is ... 1 MB Views 9676

7.7

Stockz Free - Real-Time Stock, News & Portfolio Tracker

2015-08-18

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+4 Stockz is an advanced stock, news, and portfolio watching tool to monitor realtime values and events of your holdings throughout the day. This is the free version which can be upgraded using inapppurchase to full functionality; or buy the full version ... 6 MB Views 5527

8.6

Stockz - Real-Time Stock, News, Research & Portfolio Tracker

2015-09-09

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0 Stockz is an advanced stock, news, and portfolio watching tool to monitor realtime values and events of your holdings throughout the day. NEW • Projected earnings and exdividend dates (sort by date, or % dividend) • Save news articles for later reading in ... 6 MB Views 106

8.8

Dollarbird - Smart Personal Finance Calendar

2015-07-17

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+4 “It’s a delight to use.” The Next Web “Dollarbird makes sense for anyone who wants to keep a closer eye on their cash flow for better financial planning purposes.” TechCrunch Also featured in Mashable, Lifehacker, The Guardian, iMore, TUAW etc. Track ... 6 MB Views 3358

9.6

Portfolio Owl

2015-08-24

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+3 Portfolio Owl makes the process of receiving and acting on financial advice faster and easier than ever before. REAL TIME ADVICE Portfolio Owl receives trade recommendations directly from YOUR Financial Advisor. You can act on the advice immediately, reducing timelag and maximising ... 6 MB Views 5016

9.8

Wealthsimple

2015-12-17

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+2 Wealthsimple is the smartest and easiest way for Canadians to invest their savings. In 10 minutes we'll build you a globally diversified portfolio of Exchange Traded Funds that is automatically rebalanced and optimized for tax efficiency on a daily basis. ... 10 MB Views 7968

8.8

Sphere

2015-08-20

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+5 Sphere Financial Services is a progressive financial planning practice located in Ringwood. Sphere Financial Services prides itself in providing financial planning, insurance and investment advice tailored to your personal situation. Our objective is to protect and increase the net worth of individuals, ... 860 kb Views 1658

9.5

HoyleCohen Client Portal

2015-12-30

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+13 DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ... 1 MB Views 4115

8.9

Wealth Assessment

2015-04-02

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+3 Now you can create PDF and export. This may be specific for Thailand due to the difference between tax regulation and interest rate. But for most country still a good guideline for Personal Financial Planning. For expat who lives and ... 2 MB Views 8989

7.6

Fiona Bevan

2015-06-09

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+25 This powerful App has been developed by the team at Fiona Bevan Financial Management to give you key financial information at your fingertips, 24/7. Now you can have instant access to your latest business and personal accountancy facts, dates and calculators. ... 14 MB Views 9076

8.9

CenterState Bank

2015-01-22

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0 CenterState Banks Mobile Access allows you to manage finances on the go FAST, SECURE and FREE – Mobile Access is available to all Online Banking users . FEATURES: Complete transactional services 24/7 Customers can view Transaction History for checking, savings, ... 3 MB Views 4289

8.7

F.Q (Portfolio generator)- Financial Quotient -

2015-02-28

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+22 What is your best asset management or portfolio? Answer a few questions ,and this application will show your best portfolio and your FQ points immediately. F.Q is short for " Financial Quotient " which estimate your your financialportfolio and indicates how stable ... 327 kb Views 5737

8.7

FutureAdvisor - Intelligent Portfolios and Real Wealth Management

2015-03-05

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+1 "One of the 5 best financial apps.” CNNMoney "Cuts through the complexity of retirement investing.” Reuters Get a personalized financial checkup in 2 minutes. The advice 200,000 households use to grow 26 billion. Upgrade to Managed Investing to save even more ... 23 MB Views 157

7.9

Balance Personal Finance

2015-06-21

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+4 The Balance Personal Finance app allows you to access a host of financial tools which are available through your digital workspace. It includes many features such as financial reporting, transaction history, account balances and more. You will also be able ... 5 MB Views 9279

7.3

WalletWhiz Lite

2015-07-16

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+20 "We all know tracking spending habits for anyone is difficult. Is there a solution? Yes WalletWhiz is one of the best solutions for an iPhone owner." SimpleReviews "A Handy Personal Financial Tool that’s helpful for all" AppShouter "This app is ... 1 MB Views 2673

9.9

FinnSys

2015-02-20

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-1 FinnSys App is the coolest, lightest and the safest onestop window to your Live Investments with your Financial Advisor in India. If you have an Independent Financial Advisor (IFA) registered in India managing your portfolio, all you need is locate ... 4 MB Views 8599

8.2

Market+ Mobile (Free HK Stocks)

2015-05-04

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+21 AASTOCKS is the most authoritative financial information and analysis solutions provider in Hong Kong and has been well recognized by investors. According to comScore statistics 2012, AASTOCKS always has the highest impression count among all Hong Kong’s financial websites. Quote Services ... 45 MB Views 6182

8.6

PC Financial Mobile Banking

2015-12-13

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+15 It’s easy to bank anywhere, with the PC Financial Mobile Banking App. With this app, you can pay bills, transfer funds, check your balance and more in just a few steps. Simple, convenient and secure it’s the ideal app for ... 8 MB Views 2806

9.6

CSB Online for iPad

2015-01-16

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+5 Now you can manage your money anytime, anywhere from your mobile device. With the Community Savings Bank Mobile App, you can conveniently and securely: Check account balances and review history Transfer between CSB accounts Make loan payments Pay bills electronically ... 17 MB Views 9096

8.8

PSG Financial Services

2015-12-01

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+13 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

9.0

ZT Wealth IRDB

2015-09-03

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0 Investor Relations Database is an investment portfolio management portal developed by ZT Wealth. The mobility application is designed to allow ZT Wealth’s investors to have onthego access to their investment portfolios. Features of this application include: Investment portfolio Entitywise drill ... 313 kb Views 5540

7.2

Advisor View Portal

2015-04-28

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-4 DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ... 5 MB Views 7372

9.8

Home Bookkeeping. Personal finance, money management, budget planner, financial planning.

2015-07-29

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+30 You say you don't have the discipline to control your budgeting? With Home Bookkeeping, it's a snap It's your chance to finally become a savvy spender and protect yourself from the danger of debt. Unlike the usual paper and electronic ... 13 MB Views 2968

8.8

Calculate 401k Loan

2015-08-13

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-3 Did you ever consider to take a loan out of your 401k ? There are some financial advisors who recommend strictly against it, while others give you some obscure answers. This tool finally helps you to calculate for yourself if ... 2 MB Views 3238

8.6

Symphony Financial Planning

2015-03-21

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+5 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

7.1

TFD Dunhams Financial Services

2015-06-07

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+4 This powerful App has been developed by the team at TFD Dunhams Financial Services to give you key financial information at your fingertips, 24/7. Now you can have instant access to your latest business and personal accountancy facts, dates and calculators. ... 32 MB Views 1771

8.0

Jojonomic - silly easy personal finance management

2015-08-03

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-7 Managing personal finance should be EASY and FUN Jojonomic is a personal finance app that makes managing your daytoday financial super simple and enjoyable. Several key features include: Smartly set budget Widget Financial Goal Access from multiple devices Free daily financial tips Location ... NAN Views 4250

8.6

USA TODAY Money Portfolio Tracker for iPad

2015-02-04

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-2 The USA TODAY MONEY Portfolio Tracker powered by SigFig is the best free way to manage the most important part of your personal finances: your investments. Sync with your investment accounts and track all your stocks, funds, 401ks, and IRAs ... 3 MB Views 7286

7.1

Financial Planners Co. UK Ltd

2015-03-18

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-1 This powerful new App has been developed by the team at Financial Planners to give you key financial information, tools, features and news at your fingertips, 24/7. Keep track of your important business miles with the App using the inbuilt mileage ... 32 MB Views 7321

7.1

Solomons Financial Planning

2015-04-14

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0 This powerful App has been developed by the team at Solomons IFA to give you key financial information at your fingertips, 24/7. Now you can have instant access to your latest business and personal accountancy facts, dates and calculators. Using the ... 18 MB Views 3721

7.7

ExCome - Income, Expense, Budget Tracker

2015-04-08

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+10 “Excome” name emerged from a perfect blend of two words “Expense” & “income”. If you are looking for a one stop solution to manage your money “Excome” would be a highly recommended app to control your pocket. This application is a ... 15 MB Views 3427

9.6

Optimist Investment Services

2015-08-23

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+13 Optimist Investment Services is an Investment Portfolio Management Firm. Our range of services extends from basic Tax Planning to Investment & Portfolio Management Services for Companies and Individuals. Our service bouquet includes Insurance Planning, Retirement Planning and Investment Planning for ... 18 MB Views 2396

9.3

MAStech

2015-11-13

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+5 MAStech’s Little Black Book contains the essential facts and figures that financial services professionals generally access on a daily basis. It incorporates the current taxation, superannuation and social security rates and thresholds for the 2014/15 financial year. We hope you, ... NAN Views 8993

8.4

AICPA Personal Financial Planning 2013

2015-12-20

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+4 The 2013 AICPA Advanced Personal Financial Planning Conference is an intensive, highlevel even that will help you address the 2013 postelection issues impacting personal financial planning. It's the first major professional financial conference that addresses postelection changes headon with the ... 16 MB Views 1054

9.2

Matter Family Office

2015-09-15

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+22 DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ... 1 MB Views 1892

7.3

My Money Pro SP

2015-07-24

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-4 Powerful Personal Financial Manager . Have you ever bought anything and said, "I really did get my money's worth.” Well, you are about to do it again, you will see that MyMoneyPro is a sure bet MyMoneyPro is a powerful ... 3 MB Views 2573

9.5

DaVinci Money

2015-10-25

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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

8.7

mySTOX Personal Stocks Tracker

2015-02-27

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+15 Introducing mySTOX the intuitive stock portfolio app, designed around your assets. mySTOX bring a world of stocks to your fingertips, tracking the performance of your assets from your pocket. With mySTOX, you can track the performance of your shares, rather ... 2 MB Views 1437

9.1

Personal Finance - Account Tracker, Budget Planner and Currency Converter

2015-05-18

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+11 Personal Finance is a best app for budget, currency convert and keeping notes. Simple design and easy navigation will help you to watch over your financial position and information about currency rates any time you need. Budget: one balance for all ... 4 MB Views 961

8.9

Aussie Tax

2015-06-02

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-7 This is a simple personal income tax calculator. Use it to estimate how much of your hard earned cash is moving to the ATO by the 'tax man' this financial year. It supports the financial year listed below: 20082009 20092010 Important Note: The tax ... 30 kb Views 5259

9.4

mHipoteca. Calculadora Financiera y Consulta de valores del Euribor

2015-04-15

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0 "mHipoteca" is powerful, fast and easy to use financial calculator existing on the market, responding to their needs in the most common personal and professional level financial calculation. Valid for calculating the total capital contribution or to apply for a mortgage ... 3 MB Views 6514

9.4

Hip Pocket Trust Advisor

2015-01-27

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+4 Hip Pocket Trust Advisor brings knowledge of Personal Trust concepts right to you wherever you are. Cannon Financial Institute, the leading provider of Personal Trust training in the financial services industry, has created a video library of critical trust topics that ... 17 MB Views 1064

8.7

Aspect Financial Consultants

2015-12-11

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+1 This powerful new App has been developed by the team at Aspect Financial Consultants to give you key financial information, tools, features and news at your fingertips, 24/7. Keep track of your important business miles with the App using the inbuilt ... 12 MB Views 5457

9.9

Plus Money money - I want to buy ! - Expense tracker and Personal finance - Budget for save home balance

2015-03-18

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+30 Reach any material goal · Set up a coaching plan and Plus Money money will guide you until you reach your goals. · An innovative and groundbreaking app concept. · More than just a financial management app DOWNLOAD NOW Plus Money money ... 24 MB Views 4949

7.0

SaveUp - Personal finance tracking with rewards

2015-10-16

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-7 Best New Personal Finance App (Finance Oct 2013) Earn chances to win prizes like gift cards, vacations, and even a 2 million prize every time you save money and pay off debt WITH SAVEUP YOU CAN… Keep track of your ... 7 MB Views 320

8.9

TD International for iPad

2015-10-06

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+26 Invest internationally With the TD International app you will gain access to an international investment platform serving thousands of international and expatriate investors, and offering the services of a Luxembourgbased bank. Stay in touch with your investments Monitor your accounts and balances ... NAN Views 4809

8.7

SlickFunds

2015-08-04

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-9 If you are an investor in Indian Mutual Funds looking for a single tool that helps you track all your MF holdings across different Fund Houses, SlickFunds will do the needful. It doesn't come with the inherent limitation of a ... NAN Views 9587

8.1

Wealthy! Lite - Take photo, share, and track expenses at one step!

2015-01-10

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-1 Congrats Finance 1 in Taiwan, Hong Kong and Philippines, 2 in Singapore, China and Malaysia Thanks for the review by Tapscape, Appledaily, BNext, GQ, VOGUE, AppGuru, FeedMyApp Have you ever tried to use an app to manage your expenses, but eventually found ... 5 MB Views 1901

7.1

MoneyStream – Personal Finance Manager & Bill Organizer

2015-06-28

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+2 Your Money. Your Life. Simplified. MoneyStream is the first and only personal finance service that analyzes your financial future for you. And it’s totally FREE. Using our proprietary technology, you can track your spending with just one click, allowing you to stay ... 13 MB Views 4021

8.6

MyMoneyPro

2015-01-23

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-5 Powerful Personal Financial Manager . Have you ever bought anything and said, "I really did get my money's worth.” Well, you are about to do it again, you will see that MyMoneyProis a sure bet MyMoneyPro is a powerful personal ... 1 MB Views 5506

8.9

Cash Planner

2015-08-12

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-6 The more accurate an understanding of your total assets and liabilities you have, the easier it becomes to take sound financial decisions. Cash Planner app lets you stay upto date about your assets and liabilities. You are also able to ... 6 MB Views 6389

8.1

Clipper Advisor - Global Investing Made Easy

2015-03-11

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-1 Clipper Advisor helps you make global investing easy, intelligent, and fun. With Clipper Advisor, you can allocate your assets across the globe, perform a check up on your current portfolios, and monitor and rebalance your investments. You can also talk to ... 17 MB Views 4751

9.4

Portfolio Armor

2015-10-04

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+16 Portfolio Armor helps you hedge your stocks and ETFs by showing you the optimal put options to give you the precise level of protection you want at the lowest cost (Portfolio Armor Pro, available as an inapp subscription, also enables ... 1 MB Views 1144

Matter Family Office

Calculate 401k Loan

Advisor View Portal

MyLifetime

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