Best Tools for Investors
6 tools ranked by rating and features
#1
Modern personal finance app that aggregates all financial accounts for budgeting, net worth tracking, investment monitoring, and collaborative planning.
account-aggregationbudgetingnet-worth-trackinginvestment-tracking
✓ Beautiful modern interface✓ Great for couples✓ Excellent investment tracking
#2
Beautiful personal finance app for iOS with automatic categorization and insights.
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✓ Beautiful design✓ Automatic categorization✓ Investment tracking
#3
Financial planning and wealth management platform combining free budgeting and investment tracking tools with optional advisory services for high-net-worth individuals.
net-worth-trackinginvestment-checkupretirement-plannerfee-analyzer
✓ Excellent free investment tracking and net worth dashboard✓ Retirement planning calculator (Retirement Planner)✓ Fee analyzer identifies hidden investment fees
#4
Free financial dashboard for tracking net worth, investments, and retirement planning.
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✓ Free tracking tools✓ Investment analysis✓ Retirement planner
#5
Streamlined personal finance app with a smart Spending Plan that shows how much you can safely spend after bills, subscriptions, and savings.
spending-planbank-syncinvestment-trackingnet-worth
✓ Affordable at roughly half the price of YNAB✓ Spending Plan feature is uniquely intuitive✓ Investment tracking and net worth included
#6
Real estate marketplace with property listings, market data, and agent advertising.
property-listingsmarket-dataagent-profileslead-generation
✓ Official NAR partnership✓ Accurate listings✓ Market data