If you are looking for the Best Mutual Fund Tracker 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 6 Best Mutual Fund Tracker App For iPhone that passed our tests.
Check out our list of the 6 Best Mutual Fund Tracker App For iPhone, tried and tested by our expert reviewers.
6 Best Mutual Fund Tracker App For iPhone
1. Active Portfolio with Alerts
“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!
■ 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
■ 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)
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
– Term of Use http://www.mobileinteractive.com/term-of-use/
2. Delta Investment Tracker
“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.
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: firstname.lastname@example.org
– 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
3. “ET Money- Mutual Funds, Stocks”
With ET Money you can invest, track & manage your mutual fund investments in Zero Commission Direct Mutual Funds, earn guaranteed interest rate from Fixed Deposits, get assured pension for Retirement via investing in NPS. You can also secure your family with Term Life Insurance & Health or Medical Insurance policy.
Direct Mutual funds investment with ET Money is Fast, Easy, Paperless & Secure
– Invest your money in top mutual fund via SIP or Lumpsum investments. Track & manage your past and all mutual fund investments with a 0% commission or any brokerage fee. Earn up to 1% extra returns on your existing regular Mutual Funds & SIPs by switching to Direct Plans of the same Mutual Fund Schemes
– Save Tax by via investment in ELSS mutual funds starting with ₹500 per month
– Invest in top-rated mutual fund schemes selected through expert recommendations
– Invest in top-performing mutual funds schemes for every investment goalwise, risk appetite & investment horizon
Why ET Money the Best Mutual Fund App?
– Buy Mutual funds with 0% Commission, No transaction charges & No hidden fees
– As a best investing app we support all UPI payment Apps like Google Pay, PhonePe, BHIM UPI, Paytm & enable one-tap payments through NPCI emandate & Net banking for mutual funds investment via SIP/Lumpsum
– Easy to switch your existing Lump Sum or SIP mutual funds from other apps like Paytm Money, Groww, Scripbox, myCAMS, – Karvy mftrack Zerodha Coin
– Invest in different mutual funds like equity mutual funds, elss mutual fund, small-cap, large-cap, mid-cap, multi-cap mutual funds, balanced funds, gold mutual funds, sector mutual funds, or international funds, etc., all from one mutual fund app
– Invest in top mutual fund schemes via SIPs/Lumpsum of AMCs like SBI Mutual Fund, Reliance Mutual Fund, ICICI Prudential Mutual Fund, HDFC Mutual Fund, Aditya Birla Sun Life (ABSL) Mutual Fund, Kotak Mutual Fund, Mirae Asset Mutual Fund, Axis Mutual Fund, Motilal Oswal Mutual Fund, L&T Mutual Fund, IDFC Mutual Fund, Parag Parikh Mutual Fund, UTI Mutual Fund & More
Start Investment in Mutual Fund App for Free
– Create Mutual Fund Investment account in few minutes
– Invest in mutual funds by starting a SIP/lump sum in a few taps
– Start your mutual fund investment journey with ₹500/month via SIP in top mutual fund schemes.
Mutual Fund Portfolio Tracking & Health Report
– One investment dashboard to track all your past mutual fund investments invested externally or outside of ET Money
– Upload PDF for all external mutual fund investment for better portfolio tracking
– Track returns of your mutual funds investment portfolio
– Get investments health reports as well as ideas to improve returns and reduce risks
The biggest tax saving of ₹78,000/- is available exclusively on the ET Money App
– ₹46,800/- via ELSS Mutual Funds & Life Insurance
– ₹15,600/- via NPS investment
– ₹15,600/- via Health Insurance
Guaranteed & Fixed Return with Bajaj Finance Fixed Deposits
– Get more returns than bank FDs; assured returns up to 6.75%
– Compound Interest, Higher Rates for Senior Citizens
– Flexible Payout Option i.e. Monthly, Quarterly, Half Yearly, Annual, or at Maturity
Plan your retirement with National Pension System (NPS)
– Create an NPS account without paperwork
– Existing NPS investor can start investing with their PRAN
Why ET Money needs the following permissions:
– Camera: To click selfie & other proofs needed for KYC verification
– Storage: To upload any image from your device for KYC verification
ET Money investment app SEBI Reg. No. INA100006898. BanayanTree Services Limited. Email ID: email@example.com”
4. Morningstar for Investors
“Since 1984, Morningstar has served investors with the resources they need to make sound financial decisions. Now you can experience the best from our flagship website with Morningstar for Investors app – monitor the markets, track your portfolio, research securities, and more.
Morningstar for Investors app gives you access to comprehensive investment data covering stocks, mutual funds, ETFs, and CEFs plus personalized portfolio tracking tools and the latest commentary, news and videos.
Users who are registered with our website can log in to the app to get seamless access to existing accounts.
* Award-winning analyst research, investment commentary, and videos
* Current global market barometers and index performance
* Real-time security quotes
* Top 10 gainers, losers, and most active securities
* Portfolio monitoring tools
* Curated news and research pertaining to your investment interests
* Premium data and analysis (Premium Membership required)
MORNINGSTAR PREMIUM MEMBERSHIP
Your membership INCLUDES access to Morningstar’s Premium resources and will be automatically renewed until canceled.
* Monthly subscription: $29.99
* Annual subscription: $199.99
* 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, and identify the cost of the renewal.
* 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.
ABOUT MORNINGSTAR, INC.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individuals, financial advisors, and institutions. Morningstar provides data on hundreds of thousands of investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on millions of equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets.”
5. MSP: My Stocks Portfolio
– 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
6. My Funds – Portfolio Tracker
* 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 see your portfolio performance
* Easy to use
* Supports all BSE and NSE stocks (based on closing price only, no live updates)
* Supports all mutual funds including SIP
* Stock and NAV charts
* Track unlimited stocks/funds
* Track total profit/loss
* Export and import your data into a new device
* No account, username or password required
* Auto updates once a day (Indian Standard Time)
If you are experiencing problems with the app or have suggestions to improve it, please email me at firstname.lastname@example.org
DISCLAIMER: Financial data provided in this application is for general informational purposes only and should under no circumstances be relied upon as accurate. The developer does not take any responsibility for its availability, accuracy, completeness, reliability or timeliness.”