5 “Best” Portfolio Management Apps for iOS (September 2023)

With the rise of cryptocurrencies, there has been a corresponding increase in the need for portfolio management apps.

With thousands of crypto available on the market that are often traded on multiple exchanges, it can be rather difficult to keep track of. Here, portfolio management apps help investors by tracking their investments and providing real-time information on prices and market conditions. These apps can help you make the most of your portfolio, from tracking your investments and performance to researching new opportunities.

There are several different portfolio management apps available, each with its own set of features. While the best portfolio management app for an investor will depend on their individual needs and preferences, all apps provide a valuable service by helping investors to stay informed and organized.

So, let’s check out the five best portfolio management apps to keep track of your investments on iOS devices:

1. Kubera

Kubera is one of the best portfolio management apps for iOS. It allows you to track your investments and performance, as well as provides insights and recommendations. The app is easy to use and has an excellent interface, allowing users to not only track crypto, DeFi tokens, and NFTs but also other asset classes, including stocks, bonds, and ETFs.

Besides being easy to navigate, it offers a wide range of features and functionality, including the ability to track your portfolio performance, invest in different coins, create watchlists, receive real-time price quotes, and stay informed of the latest news from the crypto world. Kubera is also highly customizable, allowing you to tailor the app to your specific investment needs and goals.

A good option for minimalists, Kubera is backed by a team of experienced financial professionals, ensuring you always have access to the latest market insights and analysis. Additionally, Kubera integrates with several crypto exchanges to manage your crypto portfolio across multiple exchanges and blockchains, including Ethereum, BSC, Polygon, Arbitrum, Optimism, and Solana.

The app boasts of supporting more than 20,000 banks along with brokers. There’s also a dead man’s switch for your wealth records. However, this one is not available for free, but it does give a cheap option for those who would like to try out Kubera Personal, and it's available for just $1 for two weeks.

Overall, Kubera is an ideal choice for those who want a wholesome investment tracker platform and are looking to diversify their portfolios by combining stocks and crypto in one place.

Click here to download the Kubera app.

2. Coinbase

Among all the portfolio management apps available for iOS, Coinbase could be one of the best for those who want to manage their portfolios from one central location. Users can track single investments and the overall market value of their portfolios on this app from the leading crypto exchange app. Read our in-depth Coinbase review here.

Coinbase is another handy crypto portfolio app that not only helps you track your portfolio and see real-time prices but also allows you to buy, sell, and hold your favorite cryptocurrencies directly from the app. It also provides staking and tax prep tools to help put ideal investment strategies into practice.

Being user-friendly and easy to use means that even if you're not familiar with cryptocurrency, you'll be able to easily navigate the app and find what you're looking for. On top of that, Coinbase is incredibly safe and secure. Your data is encrypted and stored safely on Coinbase's servers, and you can enable two-factor authentication for an extra layer of security.

In addition, Coinbase offers the most advanced analytics tools for tracking cryptocurrency activity. On top of that, it also offers advanced charts that allow traders to use data more effectively when planning their portfolios.

All in all, Coinbase is an excellent choice for anyone looking for a portfolio management app for iOS. It's user-friendly, feature-rich, and secure, making it the perfect option for managing cryptocurrency investments.

Click here to download the CoinGecko app.

3. CoinGecko

As one of the “best” portfolio management apps for iOS, CoinGecko offers a variety of features and benefits that make it an excellent choice for managing your finances. For starters, the app provides real-time data on over 12,000 cryptocurrencies, allowing you to stay up-to-date on the latest prices and market movements.

With its easy-to-use interface and comprehensive features, including an up-to-date news section, CoinGecko is an excellent tool for tracking your investment portfolio. For this, CoinGecko offers a variety of tools, including price charts, price alerts, crypto assets and exchanges rankings, 24-hour volume data, and widgets. With these features, you can easily see how your investments are performing and make informed decisions about when to buy or sell.

The app from the cryptocurrency data aggregator is free to download but offers in-app purchases and has a 4.8 ranking on App Store. There’s also a candy bonus that can be collected daily, which can then be redeemed for exclusive rewards like discounts, books, NFTs, and premium subscriptions.

Overall, CoinGecko is a top-notch portfolio management app that is well worth considering for anyone looking for a quality solution for tracking their investments.

Click here to download the CoinGecko app.

4. CoinTracker

CoinTracker is on this list of the best iOS portfolio management apps for several reasons. For one, it allows users to track their investment portfolios in real time, which is essential for making informed decisions about where to invest.

This premium crypto portfolio tracker is recommended for those with a diverse portfolio as it allows users to manage multiple digital currency accounts on their mobile devices with real-time info about their portfolios. It is an all-in-one portfolio tracker that shows your crypto balance, crypto activity, and crypto gains in one place.

By offering a single account to track your crypto investments, it gives you a better understanding of your performance. CoinTracker also provides a data processing mechanism that helps to translate movements in crypto prices into relatively safe zones. It is one of the most compact pieces of software that can explain the workflow, track overall records, and synchronize across different devices.

Another great feature of CoinTracker is its ability to import transactions from exchanges and wallets, so you don’t have to enter each trade manually. Besides auto-fill functionality for instant transactions, it also supports what external tools you need to track the data you have. Furthermore, it allows you to link your own wallets and exchanges so it can match transfers between them automatically.

It is a comprehensive platform that provides a variety of features and tools, including a portfolio tracker, watchlist, support for tax loss harvesting and cost basis accounting, and a news feed to help you stay up to date on all the things happening in the market. Finally, CoinTracker is highly rated by users, with a 4.7-star rating on the App Store.

Click here to download the CoinTracker app.

5. CoinMarketCap

If you're looking for a comprehensive and user-friendly portfolio management app for iOS, CoinMarketCap is yet another great option. It offers a variety of features and benefits that make it a top choice for cryptocurrency investors.

One of the main features of CoinMarketCap is its price tracking capabilities. The app provides real-time data on thousands of cryptocurrencies, making it easy to track the value of your portfolio. In addition, you can use the app to set price alerts, so you'll always be aware of changes in the market.

Another great feature of CoinMarketCap, which is owned by the largest crypto exchange Binance, is its comprehensive analysis and news analytics. Here, you can find the latest news and updates on the cryptocurrency market, so you can stay informed of all the latest developments and make the most efficient portfolio management decisions.

CoinMarketCap also offers a handy calculator tool, allowing you to quickly calculate your portfolio's value in USD. This is a great way to keep track of your profits and losses. It also supports API integration, which is useful for integrating transactions and tracking price fluctuations.

This one offers a free account with extensive customer service and access to all the data you need to understand crypto markets. Overall, CoinMarketCap is a great choice for anyone looking for a comprehensive and user-friendly portfolio management app for iOS.

Click here to download the CoinMarketCap app.

Final Word

So, there you have it – our pick of the best portfolio management apps for iOS. We hope this list will help you find the perfect app for your needs.

These apps offer a great way to keep track of your investments and ensure that your portfolio is well-managed. With intuitive platforms, these apps have been successful in providing users with an effective user experience.

They come with sophisticated real-time crypto tracking features, insight into your holdings, solutions from open data sources to record user trades and asset management, advanced trading, widgets, and even tax generators to help meet your crypto-related tax requirements. So, make use of them to make your portfolio management experience more streamlined and efficient.