Best Investment Ipad Portfolio Apps

Stock Investment Guru

2015-08-08

+27 Special Holiday Promotion 20 OFF Stock Investment Guru is an intelligent and sophisticated, yet simple to use and elegant app that quickly analyzes your stock portfolios and individual stocks in 23 countries and helps you make better investment decisions. PRACTICAL and ... 4 MB Views 5830

7.1

Retire-SURE (pro)

2015-03-28

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+23 Control the risks the portfolios are taking. The RetireSURE gives your clients realistic overviews of their retirement plans and enables them to fix their retirement plans by changing their saving/withdrawal patterns. The RetireSURE (pro) is a new generation of retirement requirement calculator ... 38 MB Views 7671

9.4

Wealth Engineers

2015-12-03

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+1 24/7/365 realtime account access. No more wondering what's going on with your portfolio or waiting for your financial advisor to send you a quarterly report. This innovative, free app is made available by Wealth Engineers exclusively to its clients, their representatives, ... 8 MB Views 2894

9.8

Personal Capital Money and Investing

2015-03-14

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0 Personal Capital's awardwinning free finance app lets you see all of your accounts in one place and gives you a comprehensive view of your income, spending, and investment performance. Knowing what's happening with your money anytime, anywhere helps you save ... 33 MB Views 2168

9.5

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

2015-07-02

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+8 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

8.7

DBS mBanking Hong Kong

2015-08-24

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+3 DBS mBanking lets you enjoy mobile banking services on the go with unparalleled security and flexibility. Be the first to know about DBS’ latest promotions and market updates.  Features: Check account balances Enquire wealth management investment portfolio View transaction history Conduct ... 13 MB Views 8737

8.2

第一證券

2015-10-18

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+10 First Securities (HK) Limited launched the latest investment information and mobile trading platform. It provides Hong Kong securities trading and allows you to grasp the latest market trend. Also, you can check your global market portfolio wherever and whenever you ... 17 MB Views 5902

8.9

ayondo

2015-06-24

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-5 ayondo offers the possibility to follow successful traders who share their investment strategies on our platform. In order to invest in selected traders strategies, customers have the option of following with an initial investment of just 100 EUR onwards. Start now ... NAN Views 1089

8.9

Insider RU

2015-07-23

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+11 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

9.5

Investment Portfolio Creator

2015-04-01

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+6 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

7.4

QStocksTracker

2015-02-22

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+2 With Q Stocks you will be able to stock tracking to increase the value of your investment portfolio. Manage the value of your portfolios and trading signals in any currency using advanced interactive graphics.Customize the application and manage your stock ... 4 MB Views 5274

8.6

CBC-Invest

2015-04-21

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0 Check the details of your investment portfolio. Quickly, easily and at any time. 24 hours a day, 7 days a week. That's CBC Invest in a nutshell. If you're a CBC Private Banking client, you have a CBC Premium Banking Wealth ... 12 MB Views 2456

7.9

Investment Solutions Analyser

2015-12-07

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+1 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

7.7

iBank Investor

2015-10-14

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-6 The mobile portfolio app for all your iOS devices, iBank Investor lets you keep your portfolio in your pocket, for access at a glance. Whether you sync with iBank for Mac or sync your portfolio across your devices, you'll always ... 3 MB Views 127

8.5

Golden 8 - high profitable

2015-06-08

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+20 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

9.5

Spectrum Live Capital Management

2015-01-14

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-3 Spectrum Live™ Portfolio Select is a transparent and flexible way of accessing a broader range of financial markets strategies. The Trading Pursuits Investment Services team actively manages a pooled Income Portfolio and a passive Cash Portfolio. The key feature of Spectrum ... 1 MB Views 6965

9.2

TradeSmart

2015-01-07

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+1 TradeSmart is a simple and easy to use tool for keeping track of your trading activity and at the same time helps you implement a combined investment strategy. If you are an active trader, TradeSmart will calculate the Target Sell Price ... 1 MB Views 2362

8.9

FIN - App กองทุนรวม Mutual Fund

2015-03-13

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-1 FIN ถูกสร้างมาเพื่อแก้ปัญหาที่มีมาอย่างยาวนานสำหรับผู้ลงทุนในกองทุนรวม โดยใน Version 2.3 นี้มีความสามารถหลัก 5 ด้าน 1. Fund Ranking ตามประเภทของกองทุนรวม (LTF, RMF, หุ้นไทย, กองที่ลงทุนในต่างประเทศ, อื่นๆ) และ ระยะเวลาที่ผ่านมา (เช่น 1 วัน ย้อนหลัง จนถึง 5 ปีย้อนหลัง) โดย update ค่า NAV แบบทันทีทันใดทุกตอนเย็นวันทำการตั้งแต่ 6.00pm เป็นต้นไป และ สามารถเลือกเรียงลำดับ NAV Performance จากมากไปน้อย หรือ น้อยไปมาก ได้ 2. ... 23 MB Views 2339

7.4

Bolero for iPad

2015-09-03

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0 Monitor the stock market and your portfolio in real time and don’t miss any investment opportunity with the quick and easytouse Bolero iPad app. React instantly to important stock market news and invest securely in a broad range of shares, ... NAN Views 3774

9.7

Mobile Portfolio

2015-11-12

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+15 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

8.4

Mgd Ops

2015-06-28

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-4 Securities America Advisors, through Managed Opportunities offers a turnkey platform to help independent advisors deliver solutions to clients at all asset levels. The stateoftheart platform provides access to multiple investment programs, proposal generation tools, and account management resources. Key features of ... 2 MB Views 7284

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

8.3

強積金*好幫手(精簡版)

2015-06-13

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-5 MPF buddy provides MPF fund performance for the Hong Kong general public. MPF funds are ranked based on their historical returns, risk, the rate of inflation and the Hong Kong stock market performance. The ranking are based on the ... NAN Views 5803

8.3

T-Advisor3.0

2015-07-13

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+14 TAdvisor is an online suite to manage investment portfolios by everyone. Our platform provides professional tools for all kind of people with an easy and usable interface. Besides, it includes gamification features to motivate the users and has also a ... 9 MB Views 3103

8.7

Tiedemann

2015-02-03

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0 The Tiedemann wealth management iPad app offers private clients 24/7 access to their portfolio data information, market news and insights from Tiedemann. Tiedemann’s iPad app offers you: Convenient 24/7 access to your portfolio information including your holdings, assets allocation, performance, investment manager ... 7 MB Views 1807

7.4

Bullion Investor App

2015-03-06

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+3 RETINA VERSION COMING SOON Precious metals investment tracking made easy. The ONLY iOS app to actively track your gold, silver and platinum investments, through automatic valuations of your bullion portfolio of coins, bars, paper and other digital assets via accurate ... 17 MB Views 6124

8.5

Hewins Financial | Wipfli Hewins Client Portal

2015-04-30

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0 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 ... 2 MB Views 1435

9.7

My Bank Personal Investors

2015-03-20

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+2 The My Bank Personal Investors application from BNP Paribas Personal Investors/The Bank For Expats gives you free access to your bank at all times. The application, in addition to the transactional website (http://www.bnpparibaspersonalinvestors.lu), allows you to make banking transactions on your ... 24 MB Views 7367

7.5

My Property Expert

2015-10-04

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+9 My Property Expert (MPE) was designed to help Australian Property Investors analyse their current Property Investment Portfolio and overlay any future Property investments to establish tax effectiveness, cash flows and future earnings. MPE believes informed property investment is a time ... 2 MB Views 4325

9.1

StockRadars

2015-08-09

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-8 เนื่องจากข้อมูลที่ถูกแชร์ ให้นักลงทุนได้รู้มีมาก ไม่ว่าจะเป็นจากตลาดหลักทรัพย์, ข่าว หรือข้อมูลที่ถูกเผยแพร่จากสถาบันต่างๆ ซึ่งการรู้มาก นั่นดีมากอยู่แล้วครับ แต่ส่วนใหญ่ข้อมูลเหล่านั้นไม่ได้เข้าถึงได้ง่าย หรือ ไม่ได้ถูกแสดงผลให้ง่ายต่อการเข้าใจ นั่นทำให้นักลงทุนมีปัญหาในการใช้ข้อมูลทั้งหมด เพื่อมาวิเคราะห์กับหุ้น 1 ตัว และสำหรับการเลือกหุ้น และเลือกราคาที่ต้องการจะซื้อหรือขาย พวกเรามักจะวิเคราะห์ต่างกันครับ บางท่านจะดูจากปัจจัยพื้นฐานของบริษัท อ่านงบการเงิน หรือบางท่านจะใช้กราฟราคา ดูประวัติราคาย้อนหลัง เพื่อหาสัญญาณที่มีนัยสำคัญเชิงเทคนิค และแน่นอนครับ หลังจากทำการซื้อ ก็จะต้องติดตามความเคลื่อนไหว ทั้งในมุมของข่าว หรือตามเงื่อนไขที่สนใจอีกด้วย นั่นทำให้เกิดการพัฒนา StockRadars ขึ้น เป็นเครื่องมือเพิ่มความสะดวกสบายให้นักลงทุน ทำให้การลงทุน เป็นเรื่องง่าย สามารถเลือกหาหุ้นที่มีนัยสำคัญตามที่ตนเองสนใจโดยใช้เวลาน้อยลง เปรียบเสมือนเรดาร์ตรวจจับหุ้น ที่จะตรวจจับการเคลื่อนไหวเด่น ๆ จากการเคลื่อนไหวของราคา, การเปลี่ยนแปลงปริมาณหุ้นของผู้บริหาร หรือ การเปลี่ยนแปลงปริมาณหุ้นที่ทำการซื้อขาย เช่น หุ้นที่ทำ ... 57 MB Views 4311

9.8

AXA Self-Investor – My Self Investor

2015-06-01

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-7 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

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

8.8

mNivesh

2015-08-26

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+2 mNivesh is a FREE app for Investors to track their investment portfolio. Products covered include Mutual Funds & Equity Shares. Details of Insurance, FD's and Other asset classes will also be available shortly. Key Features of mNivesh 1. Family Portfolio Check updated ... 14 MB Views 6858

8.9

MoneyController Free

2015-01-24

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+15 MoneyController is a professional risk analysis and expected yield tool for a stock portfolio. But, you don't have to be a finance expert in order to use MoneyController. MoneyController uses simple language to explain the complex indicators that are usually adopted ... 23 MB Views 6539

9.6

Glassman Wealth

2015-06-16

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+3 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 9016

9.7

實德證券

2015-06-15

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-1 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

9.5

Thai Funds Today

2015-03-03

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+4 Thai Funds Today is an easytouse app that helps you keep track of your Thai mutual fund investments. With just a few taps and swipes, you can easily view fund information including past performances, create a personal investment portfolio and ... 16 MB Views 9195

7.1

Acorns - Invest Spare Change into Stocks

2015-08-26

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+28 Acorns is an app, FREE to download, that invests your spare change from everyday transactions into your very own diversified portfolio. You can easily get started in minutes: anytime, anywhere. · Intelligent Investing · A simple and intelligent automatic investment system not ... 20 MB Views 4671

9.2

T-Advisor

2015-04-30

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-6 TAdvisor is an online solution to manage easily your investment portfolio for every people, regardless of his or her financial knowledge or experience. Enjoy the investment experience with confidence thanks to our advanced wealth management tools: My Portfolio: All figures and reports ... 7 MB Views 7362

8.0

Bullion Investor App Lite

2015-11-12

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+3 LITE VERSION NOW AVAILABLE / RETINA VERSION COMING SOON Precious metals investment tracking made easy. The ONLY iOS app to actively track your gold, silver and platinum investments, through automatic valuations of your bullion portfolio of coins, bars, paper ... 17 MB Views 3400

8.7

Investrack Pro

2015-07-10

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+29 Investrack is a client engagement solution that allows Wealth Management and Investment Management companies to provide online portfolio access, reporting and trading capabilities to their clients as well as internal employees. • Investors can securely log in and view their portfolio ... 5 MB Views 3137

9.9

Journal of Portfolio Management

2015-02-17

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0 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

9.9

1-Stock : Perform Stock Valuation including Stock Watch List and Investment Portfolio

2015-03-03

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+15 1Stock iOS App for iPad can be used for performing quick or more detailed Stock Valuations. The main features of 1Stock are as follows: • Quick Valuation using simple four valuation parameters. • Detailed Valuation. Start Stock Valuation by performing Quick Valuation and continue ... 12 MB Views 1999

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

8.4

Aspiriant Connect

2015-06-11

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+11 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 2334

9.0

AssetMark Advisor

2015-06-08

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+16 Please note: For registered financial advisors currently working with AssetMark, Inc. Tell your story anywhere, anytime. The AssetMark Advisor app makes it easy to communicate the “why” and “how” of your investment approach, helping you win new clients and enhance relationships ... 37 MB Views 610

9.5

AXA Wealth – My Elevate investments

2015-06-01

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+4 The My Elevate investments app is for AXA Wealth customers who have online access to their Elevate account. It enables you to view your Elevate portfolio and monitor investment performance whenever you like. You can view your whole Elevate investment ... NAN Views 2345

8.2

PortfolioView

2015-12-03

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-5 This app is developed for Portfolio Analytics based in Johannesburg, South Africa. The aim of the application is for Analytics clients to login to their branded app and view their monthly portfolio performances. The is comprised of static and dynamic data. ... 5 MB Views 2082

8.0

Envestnet

2015-05-03

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+20 Envestnet delivers an endtoend platform to help financial institutions and independent advisors deliver solutions to clients at all asset levels. The stateoftheart platform provides access to multiple investment programs, proposal generation tools, and account management resources. Key features of the ... 195 kb Views 9900

9.5

DailyFinance - Stock Quotes and Business News

2015-04-17

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+24 DailyFinance Portfolio is the easiest way to manage your investments. Sync your investment accounts and track all your stocks, funds, 401ks, and IRAs in realtime, in one fast and secure app. Powered by SigFig, a leading investment portfolio and advice ... 9 MB Views 1195

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

9.5

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

9.5

Openfolio - Portfolio tracking and peer benchmarks

2015-10-15

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+6 Make better investment decisions with the collective intelligence of our community. Our Watch, iOS, and web apps connect to all your investment accounts, for free. Gain insight into your portfolio and see how your investments compare to your peers and ... 43 MB Views 3395

8.6

Convergent Wealth Client Log In

2015-06-25

Related Apps ipad investment portfolio information view advisor date pricing top picture

-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 ... 2 MB Views 1736

8.2

J.P. Morgan FundCenter for iPad

2015-02-05

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+11 透過摩根資產管理「FundCenter」應用程式, 協助您即時掌握基金資訊, 包括基金淨值、配息紀錄及休市公告. 此外, 亦可隨時查看市場最新動態, 舉凡市場評論、基金報告及影音節目. 而查閱自身投資組合狀況、自選「我的最愛」基金及瀏覽專屬摩根服務資訊等功能, 皆可藉由本應用程式, 作為您投資理財之參考. 另外, 更有投資訊息推播服務, 讓您可以接收到即時損益警示到價與定期定額扣款通知. 歡迎來到摩根基金中心功能選單： 1.我的最愛 2. 最新訊息 3. 個人訊息 4. 投資組合 5. 基金淨值 6. 配息紀錄 7. 休市公告 8. 基金報告 9. 市場評論 10. 影音節目 11. 摩根活動 12. 理財新知 13. 客戶服務 FundCenter for Taiwan Use： J.P. Morgan Asset Management offers Taiwan retail investors mobile access to keep abreast of ... NAN Views 4332

8.0

Vontobel Mobile Private Banking

2015-02-03

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+1 Would you like to experience the future of private banking? The Vontobel Mobile Private Banking app gives you access to your banking at any time on your tablet. Whether you would like to view and analyse your portfolio, check account ... NAN Views 8100

9.2

Dogs of the Dow

2015-02-18

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0 With this new DOGS of the DOW App: investing in North America's easiest, most popular & consistent investment strategy just got easier. Stresstested with over 100 years of proven performance, the Dogs of the Dow strategy has shown that anyone can ... 7 MB Views 1942

9.1

TradeAlert

2015-11-15

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+19 Mr. Robert Lichello, (Sep 12, 1926 – Feb. 01, 2001), in his book “How To Make 1,000,000 in the Stock Market” created a mathematical investment method for the Stock Market that he called Automatic Investment Management or AIM. This method is ... 4 MB Views 8541

9.8

RegentAtlantic Client Portal

2015-12-03

Related Apps ipad investment portfolio view information advisor pricing financial top date

+11 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 6948

9.6

DBS Fund Tool

2015-05-30

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-4 DBS Bank (Hong Kong) Limited (“DBS Bank”) has powered up the invest•wise Fund Services in joint forces with global fund research authority Morningstar, helping you to gain unique insights to grasp hold of global investment opportunities Features: • Quick Search lets you ... 4 MB Views 7796

Matter Family Office

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T-Advisor3.0

Investrack Pro

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