Wealthfolio is a simple, desktop-based investment tracker. Your financial data is stored safely on your own computer Ditch the spreadsheets, forget about those pesky subscription fees, and no more worries about SaaS services playing around with your data.
- Personal Finance Tool
- Free • Open Source
- Mac
- Windows
- Linux
- Node.JS
+3The most tax-efficient, low-cost, hassle-free way to invest.
- Stock Trading App
- Paid • Proprietary
- Online
- Android
- iPhone
Koyfin is a global market analytics platform for researching and understanding markets. From bottom-up fundamentals to top-down macro analysis, our platform, powered by Capital IQ, is trusted by more than 500,000 investors.
- Stock Trading App
- Freemium • Proprietary
- Online
- Android
- iPhone
- Android Tablet
- iPad
- Software as a Service (SaaS)
+7Fidelity Investments for iPhone gives you access to brokerage and workplace savings accounts*, with the ability to trade stocks, deposit checks, and get real-time quotes.
- Stock Trading App
- Free • Proprietary
- Online
- iPhone
Banktivity is a personal and small business financial manager designed to manage bank accounts, credit cards and investments, analyze income and expenses with live updating charts, and plan your financial future with budgeting and forecasting.
- Budget Manager
- Paid • Proprietary
- Mac
- iPhone
- iPad
+7Capitally is a secure personal investments tracker, designed to help you monitor a variety of assets - from stocks, ETFs, real estate, to crypto and even custom assets like art, collectibles, or startups.
- Personal Finance Tool
- Paid • Proprietary
- Software as a Service (SaaS)
The Rich is a financial management tool for a variety of investments, including stocks and cryptocurrencies. It provides real-time information on users' portfolios and dividend stocks, and supports linkage with over 20 securities firms.
- Crypto Portfolio Tracker
- Free • Proprietary
- Online
- Android
- iPhone
- iPad
Invest your spare change in stocks. We are committed to building the best possible product and we know that starts with a world class team of engineers, designers, mathematicians, financial experts, and marketers.
- Stock Trading App
- Paid • Proprietary
- Online
- Android
- iPhone
By selecting Install, you consent to the installation of RBC® Mobile¹, which gives you the simplicity and convenience of everyday banking and investing no matter where you are or what you’re doing.
- Online Banking Tool
- Free • Proprietary
- iPhone
AllInvestView is a web platform to track your investments in a single place that can handle many assets and provide useful insights in a user friendly dashboard.
- Personal Finance Tool
- Freemium • Proprietary
- Online
- Software as a Service (SaaS)
+5Trade stocks, shares, cryptocurrency and ETFs with SoFi Invest. Pay no account fees and earn cash back rewards when you spend on your favorite brands with a SoFi Money debit card.
- Stock Trading App
- Paid • Proprietary
- Online
- Android
- iPhone
- Android Tablet
- iPad
Long-term investing is now even easier. With this free app for iPhone®, the tools you need to securely manage your Vanguard accounts are at your fingertips.
- Stock Trading App
- Free • Proprietary
- iPhone
We provide on-chain and market analytics tools with top analysts’ actionable insights to help you analyze crypto markets and find data-driven opportunities.
- Cryptocurrency Exchange
- Freemium • Proprietary
- Software as a Service (SaaS)
Junrs is an AI application designed to streamline deal flow management through its AI Junior Analyst capabilities. The application empowers users to analyze deals and identify action items, draft investment memos within minutes, and conduct automated research for comprehensive...
- Free Personal • Proprietary
- Online
Moneon is a personal finance management app with a focus on privacy and simplicity combined with full-featured money tracking capabilities.
- Personal Finance Tool
- Freemium • Proprietary
- Android
- iPhone
- Apple Watch