Investment Managers

All apps in Investment Managers category. Use the filters below to narrow down your search. 
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  1. Wealthfolio icon
     30 likes

    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.

    Cost / License

    Application type

    Platforms

    • Mac
    • Windows
    • Linux
    • Node.JS
    Wealthfolio screenshot 1
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    +3
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    42 alternatives
  2. Koyfin icon
     4 likes

    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.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
    • Android
    • iPhone
    • Android Tablet
    • iPad
    • Software as a Service (SaaS)
    Advanced Charting
    Model Portfolios
    Market Dashboards
    +7
    Live News
    18 alternatives
  3. Fidelity 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.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • Online
    • iPhone
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    24 alternatives
  4. Moneyspire icon
     4 likes

    Track accounts, organize transactions, set bill reminders, manage budgets, and generate detailed reports with a user-friendly interface, mobile app, split transactions, file import.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Mac
    • Windows
    • Linux
    • iPhone
    • iPad
    • Android
    Moneyspire screenshot 1
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    +3
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    134 alternatives
  5. Banktivity icon
     19 likes

    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.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Mac
    • iPhone
    • iPad
    Summary view gives you the big picture of your finances.
    Put your extra screen real estate to use with Workspaces.
    New Calendar view let's you see past and upcoming transactions, net worth and investment performance.
    +7
    Our streamlined editor makes updating your records a breeze.
    170 alternatives
  6. Capitally icon
     9 likes

    Capitally 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.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Software as a Service (SaaS)
    Capitally screenshot 1
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    14 alternatives
  7. Acorns icon
     7 likes

    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.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Online
    • Android
    • iPhone
    Investing with Round-ups
    Investing split for moderately aggressive accounts
    Making a one-time deposit
    25 alternatives
  8. The Rich icon
     2 likes

    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.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • Online
    • Android
    • iPhone
    • iPad
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    10 alternatives
  9. Junrs icon
     2 likes

    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...

    Cost / License

    • Free Personal
    • Proprietary

    Platforms

    • Online
    Junrs screenshot 1
    Junrs screenshot 1
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    17 alternatives
  10. RBC Mobile icon
     5 likes

    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.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • iPhone
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    7 alternatives
  11. Vanguard icon
     3 likes

    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.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • iPhone
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    6 alternatives
  12. Moneon icon
     4 likes

    Moneon is a personal finance management app with a focus on privacy and simplicity combined with full-featured money tracking capabilities.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Android
    • iPhone
    • Apple Watch
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    69 alternatives
  13. Bondfish icon
     4 likes

    Established in the Netherlands in 2023, Bondfish is a financial software company transforming the way individuals invest in bonds. The platform is designed to make bond investing accessible to everyone by simplifying the path to financial growth.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Software as a Service (SaaS)
    • Online
    5 alternatives
  14. torto.ai icon
     1 like

    torto.ai is an end-to-end solution for stock market investors, guided by an AI personal assistant that helps in the investment workflow. The system lets retail investors spend their time on decision-making instead of chasing after data in many apps.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    torto.ai screenshot 1
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    +15
    torto.ai screenshot 3
    26 alternatives
  15. Ziggma icon
     1 like

    As a solution designed for long-term investors, Ziggma provides smart portfolio tracking and algorithmic stock research in a single platform.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    Ziggma screenshot 1
    9 alternatives
  16. Finary icon
     Like

    Portfolio tracker for the modern investor. Keep track of all your investments in real-time: Stocks, ETFs, mutual funds, Crypto, Real Estate and much more.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Software as a Service (SaaS)
    • Online
    Finary screenshot 1
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    +2
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    15 alternatives
  17. Statmetrics is an all-in-one mobile app for portfolio analytics and investment research. Access global markets & news, perform technical analysis, construct & backtest multi-asset portfolios, analyze fundamental & quantitative asset characteristics.

    Cost / License

    • Free
    • Proprietary

    Platforms

    • Android
    • Android Tablet
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    +4
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    32 alternatives
  18. WealthBar icon
     Like

    Invest using professionally managed low-cost ETF portfolios and work with your own personal financial advisor all online.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Online
    • iPhone
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    7 alternatives
  19. DataSpark icon
     Like

    DataSpark is a platform that provides financial, ESG and alternative data to empower your investing experience. It brings together over 1,000 data sources and signals on a single A.I. platform. The platform offers real-time integration and modeling of thousands of data sources.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
    DataSpark screenshot 1
    12 alternatives