Best Investment Mobile Portfolio Apps

KBC-Invest

2015-04-21

+4 Check the details of your investment portfolio. Quickly, easily and at any time. 24 hours a day, 7 days a week. That's KBC Invest in a nutshell. If you're a KBC Private Banking client, you have a KBC Premium Banking Wealth ... 13 MB Views 604

8.9

ayondo

2015-06-24

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+3 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

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

8.0

Bullion Investor App Lite

2015-11-12

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+10 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

9.8

RegentAtlantic Client Portal

2015-12-03

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

+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 6948

7.2

Advisor View Portal

2015-04-28

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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 ... 5 MB Views 7372

9.5

Portfolio Adviser – Investment strategies for professional advisers

2015-03-25

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+7 Portfolio Adviser is aimed at the mid to top end of the discretionary wealth management community in the UK and Channel Islands. Leveraging multiple channels of distribution and access, Portfolio Adviser is the investment strategy brand for asset managers looking to ... 5 MB Views 6115

8.8

mCCRC

2015-10-21

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-4 Comarch Mobile Reporting App provides financial institutions with online reporting on their client investment portfolios and with tools supporting investment decisions taken by the clients. Moreover, the solution empowers client advisors by letting them review details of their client portfolios. Features: Portfolio ... 3 MB Views 7888

8.2

第一證券

2015-10-18

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+15 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

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

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

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

9.2

Matter Family Office

2015-09-15

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

+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

8.7

Risk Profiler

2015-10-18

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+3 Our online Portfolio Builder is the fast, simple way to match your clients' attitude to risk to customised investment solutions. Now our new Risk Profiler app lets you carry out the first part of the process – assessing each clients' attitude ... 4 MB Views 4657

8.3

AJ Bell Youinvest

2015-09-03

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+8 Please be aware that by downloading this app you are agreeing to the AJ Bell Youinvest Dealing App Terms and Conditions. The AJ Bell Youinvest app helps our existing customers to buy and sell investments on the move. The app is available ... NAN Views 2383

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

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

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

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

8.6

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

George Soros Tracker

2015-12-20

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0 Love George Soros? Enjoy his investment style? Want to stay up with George Soros? If so, then this is the app for you George Soros Tracker The Ultimate Fan App Your news source to follow George Soros. "The Man Who Broke the Bank ... 17 MB Views 7132

8.8

Cherry Street Portal

2015-12-18

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

-8 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 ... 9 MB Views 3208

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

9.6

Power Trader Mobile

2015-10-25

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+4 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

8.3

Haalbaarheid

2015-09-03

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+2 NNEK's first Dutch Feasibility Application to access and monitor investment portfolios and objectives. NNEK has a successful track record over 25 years. NNEK is ideally placed to help you as a investment planner excel through and beyond 2012. We have a ... NAN Views 9933

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

8.9

Insider RU

2015-07-23

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+27 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

9.2

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

9.2

SigFig Investing HD - Manage your stocks, funds, 401k, IRA & other investment

2015-08-07

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+9 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 in realtime, in one secure personal finance app. ... 6 MB Views 6092

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

7.6

Portfolio Lab

2015-08-23

Related Apps investment portfolio application

0 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

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

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

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

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

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

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

6.9

Merriman Client Portal

2015-12-03

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

-8 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 3919

7.2

Morningstar for iPad – Stock & Fund Investing. Market Data. Portfolio Tracker.

2015-09-16

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-4 Stay in touch with Morningstar's independent data and trusted insight with Morningstar for iPad. Research thousands of stocks, funds, and exchangetraded funds; build a library of investment ideas; and drill down into proprietary Morningstar ratings and Analyst Reports. Scan for ... 18 MB Views 3222

7.1

Client Portfolio Manager

2015-05-23

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+1 Designed for financial advisors who want a clean yet detailed interface that can be easily understood by clients during review meetings and presentations. Client Portfolio Manager will enable you to record your clients’ insurance policies and investment plans information in ... 9 MB Views 5421

8.0

Stock Investment Guru

2015-08-08

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-5 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

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

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

9.2

AlphaGlider

2015-10-28

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-9 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

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

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

9.5

CommSec CFDs

2015-03-29

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-5 With the new CommSec CFDs product you can expand your portfolio and trade in thousands of securities across the globe. Invest in a diverse range of securities – including forex, indices, commodities and shares. CommSec CFDs may let you maximise ... 15 MB Views 4015

8.0

Portfolio Optimizer

2015-11-22

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+12 Portfolio Optimizer (Portopt) uses Modern Portfolio Theory (MPT) to optimize your investment portfolio. MPT is a mathematical theory, invented by Harry Markowitz, that earned him the Nobel prize in economics. MPT is often used in the financial industry to find ... 927 kb Views 4480

9.5

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

2015-07-02

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-3 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

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

7.5

Tercero Mobile

2015-09-18

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-6 Tercero Mobile allows you to view your Tercero account online. If you are a client, Tercero Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your client’s details and ... 20 MB Views 6075

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

9.4

Portfolio & Investment Conference

2015-06-07

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-7 The 2013 Portfolio & Investment Conference app. Please download the app to receive the latest information pertaining to this conference. You will receive access to speakers bios, the agenda and much much more. 16 MB Views 9244

9.3

Fin-Soft Mobile Application

2015-06-23

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-8 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

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

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

9.0

USA TODAY Money Portfolio Tracker

2015-09-28

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-3 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 ... 4 MB Views 9910

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

HoyleCohen Client Portal

2015-12-30

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

+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

Matter Family Office

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