Best Investment Portfolio Track Apps

第一證券

2015-10-18

+8 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

9.0

USA TODAY Money Portfolio Tracker

2015-09-28

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+11 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

7.6

FSM Mobile+: Unit Trusts & Mutual Funds

2015-12-13

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+3 Experience the cutting edge of unit trust investing with Fundsupermart’s free ipad app. Not only will account holders be kept up to date with the latest research and fund analysis on Fundsupermart, account holders will have the power to keep ... 16 MB Views 4076

9.8

Stock Slots Pro

2015-12-10

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+2 Stock Slots is a revolutionary new way to track the performance of your stock portfolio, IRA, or 401(k). It provides a set of gamechanging tools that make monitoring your investments and making smart investment choices clear, intuitive, and fun. Traditional stock ... 17 MB Views 7348

7.4

Bolero for iPad

2015-09-03

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+15 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

9.6

DBS Fund Tool

2015-05-30

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+18 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

8.4

Mgd Ops

2015-06-28

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+3 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

7.4

Bullion Investor App

2015-03-06

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+14 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

9.4

ClavisTrader

2015-09-06

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+9 PLEASE NOTE THAT THIS APPLICATION IS FOR PRESENTATION PURPOSE ONLY. FOR TRADING PLEASE CONTACT YOUR INVESTMENT PROVIDER. For user name and password please register at www.dorsum.eu. With Dorsum Ltd’s ClavisTrader application you can follow up your portfolio and the market. You can ... 7 MB Views 7614

8.7

Risk Profiler

2015-10-18

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+20 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

8.2

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

8.7

DBS mBanking Hong Kong

2015-08-24

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-8 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

7.7

My Funds HD - Portfolio Tracker

2015-04-19

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+23 Track all your indian stock and mutual fund investments with the touch of a button. USAGE: Select your stock or fund Enter transaction date Enter transaction amount Repeat steps 1 to 3 for all your investments Open the app everyday to ... 4 MB Views 3627

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

9.5

My Funds - Portfolio Tracker

2015-09-01

Related Apps stock track funds transaction enter supports investments stocks portfolio

+5 Track all your indian stock and mutual fund investments with the touch of a button. USAGE: Select your stock or fund Enter transaction date Enter transaction amount Repeat steps 1 to 3 for all your investments Open the app everyday to ... 4 MB Views 9915

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

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

8.3

Mobius Wealth

2015-04-10

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-3 Mobius Wealth is a top level mobile app offering easy access to both your RMs and their clients providing a compelling digital experience across all mobile channels. It is a whitelabelled solution that you can brand with your own logo ... 5 MB Views 7433

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

7.1

MobiStox Lite

2015-01-11

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-3 MobiStox is a personal portfolio tracker that provides realtime stock quotes. Track U.S. Stocks, ETFs and Mutual Funds. Features Include: Charts and news for all stocks Set up alerts to be sent via email/SMS Create watch lists Track your portfolio Mock ... 294 kb Views 1021

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

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

9.2

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

8.6

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

9.4

Wealth Engineers

2015-12-03

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-8 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

9.5

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

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

7.0

P2strategies Portfolio Simulation Tool

2015-10-31

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+7 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

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

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

9.5

Investment Portfolio Creator

2015-04-01

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-3 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

9.8

Personal Capital Money and Investing

2015-03-14

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+1 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

8.5

Covered Calls

2015-09-03

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+3 Covered Calls is both a portfolio manager for tracking Covered Call positions as well as a Quick Analysis calculator to evaluate the return on investment (ROI) for dynamically inputted values. The portfolio details view shows return on investment for the ... 830 kb Views 7935

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

9.8

Merolagani

2015-09-15

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+2 Merolagani Nepse App is an extended version for the website merolagani.com. 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

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

9.5

Kenjol SmartView

2015-09-14

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+12 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 945

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

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

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

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

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

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

7.2

MobiStox

2015-02-21

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+5 MobiStox is a personal portfolio tracker that provides realtime stock quotes. Track U.S. Stocks, ETFs and Mutual Funds. Features Include: Ad free Track up to 3 portfolios with 35 positions per portfolio Unlimited watch lists with 15 symbols per list Unlimited ... 295 kb Views 8322

9.7

Investrack Prof

2015-09-15

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-9 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 5467

7.5

MyStock Pro

2015-08-14

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0 Your Stocks. Your Money. Track how your investment portfolio is performing in a value that means something to you. Find your stock on any market in the world, enter the quantity you purchased and the value you purchased it for and see ... 8 MB Views 1125

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

8.5

Hewins Financial | Wipfli Hewins Client Portal

2015-04-30

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

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

9.0

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

8.7

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

9.6

Stock Slots

2015-12-10

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-7 Stock Slots is a revolutionary new way to track the performance of your stock portfolio, IRA, or 401(k). It provides a set of gamechanging tools that make monitoring your investments and making smart investment choices clear, intuitive, and fun. Traditional stock ... 17 MB Views 7996

7.2

Fondsenplatform

2015-02-13

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-5 Fondsenplatforms first Dutch Feasibility Application to access and monitor investment portfolios and objectives. Fondsenplatform has a successful track record over 25 years. Fondsenplatform is ideally placed to help you as a investment planner excel through and beyond 2012. We have a ... NAN Views 6322

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

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

9.0

CIP Mobile

2015-05-01

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-4 CIP Mobile gives you access to markets, news, research and your portfolio wherever you are. How do I access CIP Mobile? 1. Download the app 2. Login or Register for access Key Features Markets Comprehensive market data and dynamic charting including; Security Search ... NAN Views 4090

9.8

Stock Market Pro: Stocks & Shares Portfolio Tracker

2015-07-05

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-7 Featuring timely market data from highly reliable sources, Stock Market Pro is the simplest way to track a range of stocks and have all the key data you need at your fingertips. This is the Pro version which lets you manage ... 17 MB Views 448

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

8.6

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

8.8

mCCRC

2015-10-21

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0 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

Investrack Prof

Matter Family Office

T-Advisor3.0

Investrack Pro

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