5 Best Investment Management App For iPhone

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Download the Best Investment Management App For iPhone on the Apple Store by clicking this Button

If you are looking for the Best Investment Management App For iPhone to download for free, look no further.

Our expert panel of reviewers has tested dozens of apps and we have compiled a list of the 5 Best Investment Management App For iPhone that passed our tests.

Check out our list of the 5 Best Investment Management App For iPhone, tried and tested by our expert reviewers.

5 Best Investment Management App For iPhone

1. Active Portfolio with Alerts

Download the App on the Apple Store by clicking this Button
“High-performance portfolio tracker that supports stock, options, mutual fund and cryptocurrency. Super Fast and Easy-to-Setup portfolios. Allow management of multiple portfolios and tracking of the value, performance, profit, loss, and changes in real time with tons of powerful tools and charts. Pre/After market hour included.

Plenty support for trading options. Fast loading options chain, current implied volatility, and advanced options strategies setup with various built-in strategy templates.

It comes with stock price alerts, various portfolio alerts based on portfolio’s value, and alerts of news, earnings, dividend, portfolio summary, top mover, SEC filings, insider trading, options expiration of holding positions in portfolio.

You can get very personal with this app: take your own research notes, set password and touch ID for your portfolio access, customized background image for each portfolio, easy to adjust the contents and display order for the holding positions, cloud-based platform to sync your portfolios among multiple devices, and much more!

Plus, this app provides you rich stock research information, e.g. Advanced stock charts with dozens of Technical Indicators, Analyst Rating, Insider Trading, SEC Filings, Extensive Key Financial data, Company Profile, Competitor List, Institutional Holdings, ETF Holding, Short Interest, & many more.

360 degree tracking and research on your existing and future picks, all at your fingertip! This app is a must!

POWERFUL PORTFOLIO
■ Manage multiple portfolios
■ Live tracking & instant reporting
■ View portfolios with AR
■ Touch ID & Passcode protected portfolio access
■ Push Notification of Price Alert, alert on portfolio’s value, gain, & loss
■ Auto Refresh
■ Cloud Sync
■ Aggregated News
■ Stock, Options, and Built-in Options Strategies Templates
■ Quick setup of complex options strategy
■ Organized portfolio positions layout
■ Detailed portfolio positions’ Gain / Loss and summary
■ Optimized and Expedited Portfolio Gain / Loss computation
■ Foreign Currency Supported – supports 14 major World Currencies
■ Multi-Chart View of stocks in a portfolio
■ Sector Analysis of Portfolio holdings

COMPREHENSIVE STOCK RESEARCH
■ Live Advanced Stock quotes
■ Pre / After Market quotes
■ AI Based Fundamental Score
■ Technical Score & Analysis
■ Advanced Chart with multiple TA Indicators, automatic Fibonacci lines, Moving Average, Price Band, Overlays, chart themes, etc
■ Analyst Rating
■ Stock News
■ SEC Company Filings (e.g. S-1, 8K, 10K, etc)
■ Automatic symbol completion
■ Extensive Financial Information & Key numbers
■ Company Profile
■ Insider Transactions
■ ETF Holdings

BUILT-IN OPTIONS STRATEGY
■ Covered Call
■ Call / Put Spread
■ Butterfly
■ Straddle
■ Strangle
■ Collar
■ Iron Condor
■ Calendar Spread
■ Diagonal Spread
■ Married Put
■ and More…

ADVANCED OPTIONS SUPPORT
■ Live Options Chain
■ Current Implied Volatility
■ In-The-Money options identification

(live quotes could be delayed for 15 mins)

Optional Subscription
Premium Plan with fast portfolio loading, portfolio alert, options support, advanced chart, etc
– Auto-renewable subscription is optional
– Length: Monthly
– Price: USD 2.99 / USD 19.99
– Payment will be charged to iTunes Account at confirmation of purchase
– Subscription automatically renews unless auto-renew is turned off at least 24-hours before the end of the current period
– Account will be charged for renewal within 24-hours prior to the end of the current period
– Subscriptions may be managed by the user and auto-renewal may be turned off by going to the user’s Account Settings after purchase
– No cancellation of the current subscription is allowed during active subscription period
– Privacy Policy http://www.mobileinteractive.com/privacy
– Term of Use http://www.mobileinteractive.com/term-of-use/

Contact: appsupport@mobileinteractive.com”

2. Betterment: Investing & Saving

Download the App on the Apple Store by clicking this Button
“Invest better with Betterment. Investing apps are a dime a dozen, right? So, you might be wondering why you should download this investing app. It’s simple: Betterment is built to make investing easy, with a personalized experience that fits your needs whether you’re an investor-in-training or a stock market guru. Invest your money for the things you want most, so you can live better. Join the 700,000+ people who entrust us with over $32 billion. See important disclosures in the final image above.

Investments made easy, because you’ve got a lot going on
– Sign up in 3 minutes
– Invest in expert-built portfolios of global companies
– Start investing with a $10 min deposit
– No minimum balance
– One low, annual fee of 0.25%

Save more money because duh
– Automated trading tools
– Tax saving automation
– Investments are safe and secure
– Connect outside accounts to see your big picture
– Financial advice that puts your best interest first

Personalized financial planning, because we like you just the way you are
– Investing designed for your personal savings goals
– Investment tools built for all levels of experience
– Customize your stock-and-bond risk level
– Invest in our socially responsible options
– Financial advisor – Upgrade for more personal service from an expert

Get more with Betterment
– Manage money for everyday spending with Checking
– Rewards on 1000s of brands with the Betterment Visa® Debit Card1
– Save money and earn interest on your cash with Cash Reserve
– Retirement saving with an IRA (Roth, Traditional)
– Retirement planning with a 401(k) plan for your business

The proof is in the numbers (we like those around here)
– 7000,000+ clients
– $32 billion managed

See what we’re all about:
– Instagram: @Betterment
– Twitter: @Betterment

About us:

Welcome to the Betterment app! If you’re interested in saving and investing, you’re in the right place. We’re more than just a delightful investing experience with a hopeful name. Here’s why we think our saving and investing app is so much better.

As an independent digital investment advisor and fiduciary, Betterment’s mission is to help you do what’s best for your money so you can live better. Getting started takes minutes, there’s no minimum balance. You can save for specific goals or keep it general. Then you’ll invest in an expert-built stock-and-bond ETF portfolio.

Once you set up your investment goals, you can trust us to handle the details. Or, if you prefer a more hands-on approach, you can customize your portfolio, select your own ETFs, and more.

And, as your financial advisor, we’ll give you guidance on how to make smart decisions to work toward achieving your financial savings goals along the way:

– We recommend how to invest your money and fund your savings goals over time.

– If you’re ever behind on your saving, we provide helpful nudges to get you back on track.
We also provide features that can help you save money on taxes, so you can keep more of your hard-earned money.

You can also make an impact with your investment portfolio. Our Socially Responsible Investing ESG portfolio options (Broad Impact, Social Impact, and Climate Impact) enable you to invest in stock-and-bond ETFs that support minority empowerment and gender diversity, lower carbon emissions, and the funding of green projects.

Keep track of your financial life across your short and long-term savings goals with one easy-to-use app.

Start investing with Betterment today, for a better tomorrow.


Checking accounts and the Betterment Visa Debit Card provided and issued by nbkc bank, Member FDIC. Checking made available through Betterment Financial LLC. Neither Betterment Financial LLC, nor any of their affiliates, is a bank. Betterment Financial LLC reimburses ATM fees and the Visa® 1% foreign transaction fee worldwide, everywhere Visa is accepted.

Higher bond allocations in your portfolio decreases the percentage attributable to socially responsible ETFs.”

3. Delta Investment Tracker

Download the App on the Apple Store by clicking this Button
“World’s number one Investment Tracking app. Forget about spreadsheets and manage all your investments in one place. If you’re invested in multiple asset classes, such as stocks, cryptos or ETFs, Delta is the tool you were looking for.

With this beautiful, easy-to-use app, you won’t leave anything to chance.
Delta investment tracker provides a clear overview of your assets and the markets, with personalized notifications based on best-in-class algorithms so you can always be in the know.

Trusted by millions worldwide, Delta is the undisputed investment tracking app that allows you to manage various portfolios and track live performance with many powerful tools and charts. No more lucky shots. Only smart moves.

Are you investing via multiple brokerages or exchanges? We’ve got great news! You can securely import your holdings and track your portfolio performance in real-time. This will enable you to easily be on top of your investments and have an overview of your net worth, all in one place.

Whether your portfolio is covering stocks like Apple, Google, or Tesla, cryptocurrencies like Bitcoin, Ethereum, or Litecoin, or you just want to see what direction the S&P 500 and the Nasdaq-100 are heading, Delta has got you covered.

∆ PRICE TRACKING
Get live access to the price movements of all popular stocks, cryptocurrencies, ETFs, indices, mutual funds, bonds, futures, and options (more asset types coming soon).
Easily follow the assets you are interested in to add them to your watchlist.

∆ YOUR PORTFOLIO AT A GLANCE
Get a clear overview of your total portfolio balance, profit & loss during various time periods. See your stock, crypto, or ETF investments and global trends in one place

∆ DEEP ASSET DETAILS & ANALYTICS
Delta pushes the boundaries of what other investment trackers are offering. Your current position, market value, % change, (un)realized gains are all available at your fingertips.

∆ SMART NOTIFICATIONS
Delta’s notification algorithms are best in class, co-powered by eToro’s trade managers’ intelligence. Notifying you only when a significant change has happened for an asset you follow. No delays, always in the know.

∆ INSIGHTS YOU CAN COUNT ON
Delta has partnered with leading news sources such as WSJ, Barrons, and Dow Jones to make sure you’re well informed and to enable you to make the most out of your money.

∆ PRO
Want to get your investment game even further? Get Delta PRO and benefit from additional perks:
Exclusive portfolio analytics modules
Unlimited connections to brokerages, exchanges and wallets
Sync your Delta account on up to 5 devices
Early access to new features and more

We’d love to hear from you on ways to improve the app even further. So feel free to get in touch via any of the channels below:
– Telegram: https://telegram.delta.app
– Facebook: https://facebook.delta.app
– Twitter: https://twitter.delta.app
– Email: support@delta.app

– Payments will be charged to your iTunes account at confirmation of purchase
– You can choose between a monthly or yearly Delta PRO Early Backer subscription
– Delta PRO Early Backer costs $8.99 monthly, $59.99 annually (prices can vary depending on your country)
– Subscriptions may be managed by the user and auto-renewal may be turned off by going to the user’s Account Settings after purchase
– Your subscription will automatically renew, unless you have turned off auto-renewal at least 24 hours before the end of the current period
– When your subscription auto-renews, the same iTunes account as the initial purchase will be charged the same amount as the initial purchase
– After cancelling your subscription, your subscription will remain active until the end of the purchased period
– Terms of Use: https://delta.app/terms”

4. MSP: My Stocks Portfolio

Download the App on the Apple Store by clicking this Button
“View real-time stocks and monitor your stock portfolios in the stock market.

Features:
– Real-time stocks for US and some international markets
– Enter your stock portfolio holdings and quickly monitor changes, as well as historical performance charts
– Enter sales, dividends, shorts, and track metrics like unrealized gains and realized gains using FIFO accounting
– View annualized gains across all portfolios and stocks brokerages
– Track currencies across different currencies and convert them to a home currency
– Widget support that displays your watch lists as well as holdings
– Unlimited number of portfolios
– View historical data for each stock in full-screen charts that supports pinch-zoom, pinball, and dragging
– View news for each quote in your portfolio
– View overall market news
– Backup and restore your data via CSV
– Dark and light theme
– Many configurable options, such as setting the precision for quotes and holdings
– Password protection

Terms of Use (EULA): https://peeksoft.co/terms”

5. Stash: Invest & Build Wealth

Download the App on the Apple Store by clicking this Button
“Stash is a personal finance app that makes investing easy and affordable for millions of Americans. By combining banking and investing in one app, Stash helps you build wealth your way.

Join the 5+ million people who know it’s never too early to invest in yourself.#

Get stock with #StashStockParty
Score bonus stock and more in new investments every week, with Stash Stock Party—the digital bash where you can invest, on us.

Smart Portfolio—Now with cryptocurrency exposure: Invest effortlessly.
Build wealth automatically with Smart Portfolio—by letting us invest for you. Plus, now get exposure to crypto—the Smart way. We’ll help you build a diversified portfolio that hits your financial goals.

INVESTING: Invest what you can afford.
With fractional shares, you can choose how much to invest. Choose from thousands of stocks and ETFs.

STOCK-BACK CARD: Invest as you spend.
When you use the Stock-Back® Card, we’ll give you stock in well-known brands.†

BANKING: Invest in your goals.
We can help you save money and protect you from hidden banking fees.§

RETIREMENT: Invest in your future.
Stash can help you plan and save for a secure retirement.‖

FAMILY: Invest in your children.
Help the ones you love most with children’s investment accounts.¶

ADVICE: Invest in your knowledge.
Get personalized investing guidance & financial education.

PLANS
Our three plans can make it easy and affordable to build wealth.

STASH BEGINNER | $1/mo.*
Includes: Investing, Stock-Back® Card†, banking, saving tools, personalized advice, and more.

STASH GROWTH | $3/mo.*
Includes: Everything in Stash Beginner plus Smart Portfolio and a retirement account with investing tax benefits.‖

STASH+ | $9/mo.*
Includes: Everything in Stash Growth plus premium advice, and children’s investment accounts.¶

Disclosures
*Access to investment & banking accounts under each subscription which are subject to different regulations & limitations. Monthly Subscription Wrap Fee starts at $1/month. You’ll bear the standard fees & expenses reflected in the pricing of ETFs in your investment account(s), plus fees for various ancillary services charged by Stash & the Custodian. See Advisory Agreement & Deposit Account Agreement: stsh.app/legal.

# Not an endorsement or statement of satisfaction by any client and is defined by the number of clients who have e-signed.

Stash pays pre-determined compensation to strategic partners who drive users to a Stash web property. Accordingly, you may have been redirected to the Apple Store by such incentivized third-party who would not have otherwise redirected you here.

Bank Account Services provided by & Stash Visa Debit Card (Stock-Back® Card) issued by Green Dot Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. Visa is a registered trademark of Visa International Service Association. Investment products & services are offered by Stash Investments LLC, not Green Dot Bank, & are Not FDIC Insured, Not Bank Guaranteed, & May Lose Value. Securities offered through Apex Clearing Corporation, Member FINRA/SIPC.

Investing Involves Risk. Preliminary information provided to prospective clients prior to Stash accepting a signed advisory agreement is not investment advice & should not be relied on as such. Stash Investments LLC is an SEC registered investment adviser. Must be 18+ to open an account. Stash only available to US citizens, permanent residents, & select visa types.

Crypto is relatively new and can be volatile. Investments are UITs and offer indirect exposure to Crypto.

“Secure” pertains to the investment structure. Investors do not have to be responsible for securing the digital assets through cold storage, digital wallets etc.

(1)The recurring transfers feature is offered by Stash Investments LLC and is not sponsored or endorsed by Green Dot Bank.

View Stash Code Promotion T&Cs. https://bit.ly/3f86SrI
View last preview image for all disclosures & footnotes †, ◊, §, ¶, ‖.”