7
The Best Portfolio Management Apps Of 2026
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Get a 1% IRA Match on contributions & rollovers. Terms apply.*
Get up to 1,000 in stock when you open & fund a new Active Invest account.**
$0
$0²
on stocks & ETFs
[1]INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE
[2]Other fees, such as exchange fees, may apply. Please view our fee disclosure to view a full listing of fees.
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Best Investment Portfolio Management Apps of 2026
Forbes Advisor reviewed the industry’s top investment portfolio management apps and ranked them based on features that matter to users, including core features, cost, security and customer support.
Fidelity Full View
Best for Full Accounts Visibility
Fidelity Full View
Cost
Free
(Must be a Fidelity account holder)
Trackable account types
Investments, retirement, banking, loans, mortgages, credit cards, insurance, emails, rewards
Free
(Must be a Fidelity account holder)
Investments, retirement, banking, loans, mortgages, credit cards, insurance, emails, rewards
Total account visibility is Fidelity Full View’s strength. With Fidelity Full View, you can track every online account you have, including brokerage accounts, loans, banking, email and even rewards from frequent-flyer programs.
The dashboard displays all your accounts and is customizable, so you can build a view that shows your most important data, such as investment performance, asset distribution and net worth. Along with that summary, you can view all your balances and transactions to create a customized budget.
If you already have an account with Fidelity, Full View is a completely free add-on. However, only Fidelity users can use this app. Those without an active Fidelity account must create one before using this service.
- Free for Fidelity users
- More than 8,000 integrations available
- Customizable dashboard
- Must have a Fidelity account to use Full View
- Must link accounts individually
Empower
Best Free Investment Management App
Empower
Cost
Free
Trackable account types
Investments, banking, loans, credit cards, mortgages
Free
Investments, banking, loans, credit cards, mortgages
Empower is free to use and incredibly user-friendly, making it the perfect tool for anyone interested in tracking and managing their investment accounts. The overview dashboard provides a snapshot of each financial account type and gives you a clear picture of your overall net worth. Subcategories further break down your investments so that you can see allocations, performance and more.
The Empower platform lets you track more than just traditional investments, such as stocks, bonds and funds. To get a complete picture of your net worth, you can utilize the “What’s my net worth?” tool to add other assets like property, jewelry, cars and collectibles.
If you’re looking for an investment app that does the management for you, Empower is not it. While there is an option to pay for a financial advisory service, management fees for the “managed portfolio” start at 0.50% of assets under management (AUM). That said, users can also opt for an Empower brokerage account and employ their own DIY investing.
- Free to use
- Summary performance dashboard
- Planning, analysis, projection and tracking tools
- Very few customizations
- No investment recommendations
Morningstar
Best for Investment Portfolio Analysis
Morningstar
Cost
$249/year or $34.95/month
Trackable account types
Investments, savings accounts
$249/year or $34.95/month
Investments, savings accounts
If you’re a seasoned investor who wants a more in-depth look at your portfolio, you will find precisely what you’re looking for with Morningstar. This data-heavy platform features detailed views of your assets, including the Morningstar X-Ray tool, which lets you see breakdowns of asset class, stock sectors, stats, fees, expenses and world regions.
Unlike the other tools discussed so far, Morningstar has pages dedicated to individual stocks, market trend reports and other news updates. This feature allows you to research current and future investments.
Morningstar’s subscription for its powerful screeners and access to analytics will set you back $34.95 per month or $249 annually. For beginners who want a basic platform to track investments, look elsewhere; this tool features way more analytic tools than you will likely use. But if you are a seasoned investor and want detailed information on your assets, then that cost might be worth it.
- Research tools and investing ideas to boost your portfolio
- Detailed profiles of stocks, bonds, ETFs and funds
- In-depth analysis tools to review performance
- A monthly or annual fee applies
- Only used for investments, not other types of investment accounts
- Complex views are not suitable for beginners
Sharesight
Best for Reporting
Sharesight
Cost
Free to $23.25/ month for Premium
Trackable account types
Investments, cash accounts, cryptocurrency
Free to $23.25/ month for Premium
Investments, cash accounts, cryptocurrency
New and seasoned investors alike will benefit from Sharesight’s investment management app. The performance dashboard separates each of your investments by market so that you can easily see which investments are your highest performers and which lag. But where Sharesight really shines is in its simplified reporting.
Reports are categorized by performance, asset allocation, and tax and compliance. These categories further break down into separate reports that allow you to better understand the types of investments you’re making, your risk and how individual assets have contributed to your overall portfolio performance.
Anyone can purchase a Sharesight subscription, and the different pricing levels allow you to try it for free before committing to a paid tier. If you plan on tracking more than one portfolio with more than 10 holdings, then you’ll need a paid subscription: starter (for $7), standard (for $18) and premium (for $23.25).
- Dividends and share splits are automatically reported
- Trades are automatically updated on the dashboard
- Detailed tax reports for easier filing
- The free version is limited to one portfolio with a limited number of holdings
- Cash account tracking is only available for starter, standard and premium users
Kubera Essentials
Best for AI Tool Integration
Kubera Essentials
Cost
$249/year for Essentials members
Trackable account types
Investments, banking, cryptocurrency, retirement accounts
$249/year for Essentials members
Investments, banking, cryptocurrency, retirement accounts
Kubera Essentials tracks everything from stocks and bonds to real estate, cars and precious metals. The platform compiles each of your financial and brokerage accounts to give you a full picture of your net worth. By doing so, you can use Kubera’s multiple planning tools to help you plan your future.
Kubera stands out from its competitors due to its integration of AI tools. You can use the AI Advisor for research, asset management, account updates and portfolio reviews. Kubera even employs ChatGPT within its platform so that you can get custom AI recommendations on your overall investments, asset allocation, risk and more.
If you want a basic dashboard for investment management, you likely don’t need Kubera’s extensive features. But if you have multiple accounts and are looking for a platform that specializes in planning and integration, Kubera Essentials is it.
- Strong security protocols
- Planning tools to help boost your investments
- AI tools for efficient management and portfolio insights
- Expensive cost for premium services
- Intended for investors with higher net worths
Quicken Simplifi
Best for Budgeting
Quicken Simplifi
Cost
$2.99 to $7.99/month
Trackable account types
Investments, banking, retirement
$2.99 to $7.99/month
Investments, banking, retirement
While not an app solely for investment tracking, Quicken Simplifi is the perfect investment tracking app for DIY investors who want everything in one place. Quicken Simplifi is an all-in-one finance tracking app that gives you full visibility into your banking, investments, 401(k) retirement accounts and overall cash flow.
Quicken’s budgeting tools show you how much money you should put aside for savings, so that you can stay consistent with your investments. The dashboard is also completely customizable, so you can choose which types of accounts you’d like to monitor. In fact, you can link to over 14,000 financial institutions.
Other platforms offer in-depth analysis and reporting, but Quicken Simplifi is not as focused on data analytics. That does, however, make it a good choice for investors who have retirement accounts and/or a separate investing account.
- All-in-one finance tracking app
- Customizable interface
- Bank-grade security
- Performance tracking for investments
- Surface-level investment analysis
- Not as many tools as other providers
Most Popular is calculated from the number of times each affiliate product was selected by Forbes users over a six month time period.
Compare the Best Portfolio Management Apps
Our picks are divided between apps that are easier to use and tailored to new investors who want basic tools and ones designed to meet the complex requirements of experienced investors who want comprehensive analytical tools.
| Portfolio Tracker | Star Rating | Cost | Trackable Account Types | Learn More |
|---|---|---|---|---|
|
Free
|
Investments, Retirement, Banking, Loans, Mortgages, Credit Cards, Insurance, Emails, Rewards
| ||
|
Free
|
Investments, Banking, Loans, Credit Cards, Mortgages
|
On Empower's Website
| |
|
$249 / year or $34.95 / month
|
Investments, Savings Accounts
| ||
|
|
Free – $23.25 / month
|
Investments, Cash Accounts, Cryptocurrency
| ||
|
|
$249 / year
|
Investments, Banking, Cryptocurrency, Retirement
| ||
|
|
$2.99–$7.99 / month
|
Investments, Banking, Retirement
|
On Quicken’s Website
|
Methodology
Forbes Advisor’s list of best investment apps for portfolio management considers the needs of a diverse range of investors, from beginners to sophisticated stock-pickers. We examined a broad range of investment apps and selected those that charge low or no fees and offer superior features.
| Category | Total Weight | Description |
|---|---|---|
|
Pricing
|
25.0%
|
Covers availability and cost of subscription plans, free trial, and free-forever options
|
|
Access & Support
|
10.0%
|
Customer support options, such as live chat, phone, email, and knowledge base resources
|
|
Platform Features
|
37.5%
|
Core functionalities like goal-based planning, investment ratings, tax reporting, alerts, ad-free experience, multicurrency support, and customizable reports
|
|
Security
|
15.0%
|
Measures data protection and account security features, including encryption, 2FA/biometric login, and detailed logs
|
|
Scoring
|
12.5%
|
Platform availability and CSI overall score
|
Key Features of a Portfolio Management App
Tools that create clarity and accountability are essential to any good portfolio management app, and the ones that you should look for are:
- Performance dashboard
- Planning features
- Research tools
- News and calendar updates
- Comparison tools
- Accurate performance tracking
- Asset allocation and sector exposure breakdowns
- Fee and expense ratio visibility
- Drift alerts and rebalancing thresholds
- Clean data exports for tax filing or financial planning
How To Choose an Investment Portfolio Management App
The best investment management apps show more than just your account balance. They provide insights into your portfolio’s performance, asset allocation and long-term investment goals.
I would recommend looking for apps with strong security, research tools, financial planning tools, comprehensive integration capabilities, etc. All these options can help ensure your portfolio aligns with your goals and risk tolerance.
– Daniel Milan, managing partner at Cornerstone Financial Services.
- Experience level: Beginners may want more automation, whereas hands-on investors may prefer detailed analytics and comparison tools.
- Account integration: Look for platforms that can sync all your accounts into one place. This simplifies performance tracking.
- Security features: Investment portfolio managing apps hold the information to all your accounts, so features like encryption and two-factor authentication are critical.
- Ease of use: Portfolio management apps should be intuitive and easy to use so that you can benefit from all the features.
- Customization: Apps that allow you to tailor your dashboard and performance tracking provide even more access to data and insights.
- Low fees: Some platforms have hidden costs and fees. Look for subscription fees, whether the app earns money from ads or if they charge management fees.
Tips for Using Portfolio Management Apps Effectively
A portfolio app is a framework, not a foolproof prediction tool. These apps are not designed to tell you when to buy or sell, but they will keep you aligned with your long-term investment strategy. Keeping that in mind, a portfolio management app is used most effectively when you:
- Consolidate all your investment accounts into one location
- Make use of all the provided tools, like performance dashboards, comparison tools and planning tools
- Use the app to make intentional decisions, not emotional ones
- Review your portfolio at least quarterly
- Track progress against clearly defined financial goals
How To Manage Your Investment Portfolio
Effectively managing your investment portfolio takes discipline, organization, and a clear understanding of your financial goals. Whether you’re a hands-on investor or rely on professional guidance, you should regularly monitor your investments and stay informed about market trends.
“The best way to manage an investment portfolio is to be organized and consistent,” Milan says. “You should comprehensively conduct research, diversify your allocation and use a reputable custodian/brokerage firm for your accounts (Charles Schwab, Fidelity, etc.).”
Trusted platforms provide all the tools you need to stay on track with your investments. They do the organization for you so that you can easily track your accounts and monitor progress toward your financial goals.
Alternatives To Manage Your Investment Portfolio
Investment management apps are meant as a way to monitor your accounts. Because not everyone has the time or know-how, they are not the best option for everyone.
“If your investments are already consolidated at a brokerage that provides clear portfolio analytics, a separate app becomes optional. But most investors still benefit from the behavioral guardrails of structured tracking,” says Med Yacoub, marketing director at Tradesk Securities, an online investing platform.
Instead of investment management apps, you may opt for:
- Online brokers. “A brokerage with built-in portfolio visibility is the simplest alternative and works for many investors,” Yacoub says. If your portfolio doesn’t have many accounts to manage, you may opt to manage your investments on individual platforms. But if you have multiple accounts, a portfolio management app is a simpler option.
- Financial advisor. If you want a hands-off approach and personal financial guidance, hire a financial advisor. The main tradeoff is that financial advisors are more expensive than managing your investments yourself.
- Robo-advisors. Robo-advisors use algorithms to automatically create and rebalance portfolios with little or no human involvement. These are cheaper than a financial advisor and still offer a hands-off approach to investing.
Frequently Asked Questions (FAQs)
Are portfolio management apps safe?
When you choose a reputable provider from an established financial institution, portfolio management apps are safe to use. The top portfolio management apps employ safety features like encryption, secure account linking, real-time monitoring and multifactor authentication.
What’s the difference between a brokerage app and a portfolio management app?
A brokerage app is a digital platform for buying and selling securities like stocks and bonds, whereas a portfolio management app is used to track and analyze your investments.
Which portfolio management app is best for beginners?
Quicken Simplifi, Fidelity Full View and and Sharesight are great for beginners because each features a simple performance dashboard and enough analysis to break down your investments but not so much that it’s overly complex.
Can you trade stocks with portfolio management apps?
Some portfolio management apps integrate with your brokerage account so that you can trade stocks and track your portfolio’s progress.
How much do portfolio management apps cost?
Portfolio management apps range from free to hundreds of dollars per year. It depends on the app’s features and analytic tools.
Disclosures
- [1]INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE
[2]Other fees, such as exchange fees, may apply. Please view our fee disclosure to view a full listing of fees.