Managing your investments has never been easier thanks to the growing number of powerful portfolio management apps available for iOS. With thousands of cryptocurrencies traded across multiple exchanges, keeping track of your assets can quickly become overwhelming. That’s where a reliable investment tracking app comes in—helping you monitor performance, analyze market trends, and make informed decisions—all from your iPhone or iPad.
Whether you're focused on crypto, stocks, ETFs, or a mix of asset classes, the right portfolio tracker can streamline your financial journey. In this guide, we’ll explore five of the best iOS portfolio management apps in 2025 that offer real-time data, intuitive interfaces, and advanced tools to help you stay ahead.
1. Kubera – All-in-One Wealth Tracker
Kubera stands out as one of the most comprehensive portfolio management apps for iOS users who want a unified view of their entire net worth. It goes beyond crypto, allowing you to track traditional assets like stocks, bonds, ETFs, real estate, and even NFTs—all in one place.
With support for over 20,000 banks and brokers, Kubera integrates seamlessly with major financial institutions and crypto exchanges such as Binance, Coinbase, Kraken, and more. It also supports multiple blockchains including Ethereum, BSC, Polygon, Arbitrum, Optimism, and Solana, making it ideal for DeFi and multi-chain investors.
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Key features include:
- Real-time price updates and performance analytics
- Customizable dashboards tailored to your investment goals
- Watchlists and price alerts
- News feed focused on crypto and financial markets
- Dead man’s switch for emergency access to wealth records
While Kubera isn’t free—offering a two-week trial for just $1—it delivers exceptional value for users seeking a minimalist yet robust platform backed by experienced financial professionals. If you're aiming to consolidate all your investments into a single, secure dashboard, Kubera is an excellent choice.
2. Coinbase – Built-In Investing & Tracking
For those already using Coinbase as their primary exchange, the app doubles as a powerful portfolio management tool for iOS. It allows users to not only track their crypto holdings but also buy, sell, stake, and earn interest directly within the app.
The interface is clean and beginner-friendly, making it accessible even if you're new to digital assets. Security is a top priority: all data is encrypted and stored securely, with optional two-factor authentication for added protection.
Advanced features include:
- Real-time market value tracking
- Interactive price charts with technical indicators
- Tax reporting tools for U.S. filers
- Staking rewards and yield opportunities
- Educational content to help users learn as they invest
Coinbase aggregates data from your linked accounts and provides detailed insights into portfolio distribution and performance over time. Its seamless integration between trading and tracking makes it one of the most practical all-in-one solutions available.
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3. CoinGecko – Real-Time Data & Market Insights
CoinGecko is widely recognized as a leading cryptocurrency data aggregator—and its iOS app brings that same depth of information to mobile users. With real-time pricing data for over 12,000 cryptocurrencies, it's a go-to resource for staying updated on market movements.
Unlike some trackers that focus solely on personal holdings, CoinGecko excels at providing broader market context. This makes it especially useful for research-driven investors who want to explore new opportunities while monitoring their existing portfolio.
Notable features:
- Live price charts and 24-hour trading volume metrics
- Price alerts and customizable widgets
- Exchange rankings and asset comparisons
- Daily “crypto candy” rewards (redeemable for discounts, NFTs, or premium subscriptions)
- In-depth news section covering trends and developments
Available as a free download with in-app purchases, CoinGecko maintains a 4.8-star rating on the App Store—testament to its reliability and user satisfaction. While it may lack some advanced accounting tools, its strength lies in transparency and breadth of data.
4. CoinTracker – Tax-Ready Portfolio Monitoring
CoinTracker is designed for serious investors who need precision—especially when tax season rolls around. It’s one of the few iOS apps that combines robust portfolio tracking with full tax compliance support.
By automatically importing transactions from exchanges and wallets, CoinTracker eliminates the need for manual entry. It syncs across devices and uses cost-basis accounting to calculate capital gains and losses accurately.
Core benefits include:
- Automatic transaction imports via API or CSV
- Tax loss harvesting recommendations
- Integration with TurboTax, TaxAct, and other tax software
- Real-time balance updates across all linked accounts
- News feed to keep you informed on market shifts
With a 4.7-star App Store rating, CoinTracker is praised for its accuracy and ease of use. Whether you’re a frequent trader or long-term holder, this app ensures your records are always audit-ready.
5. CoinMarketCap – Binance-Powered Market Intelligence
Backed by Binance, CoinMarketCap offers a polished and feature-rich experience for iOS users. Known for its authoritative market data, the app delivers real-time prices for thousands of cryptocurrencies, along with powerful analytical tools.
You can set custom price alerts, use the built-in portfolio tracker, and access a crypto calculator to instantly assess your P&L. The integrated news hub keeps you informed about breaking developments in the blockchain space.
Additional highlights:
- API integration for developers and automated systems
- Comprehensive market cap and volume rankings
- User-friendly interface with dark mode support
- Free access to all core features
CoinMarketCap doesn’t just track your investments—it helps you understand the forces driving them. For investors who value data transparency and up-to-the-minute insights, it’s a top contender.
Frequently Asked Questions (FAQ)
Q: Are these portfolio apps safe to use?
A: Yes—most reputable apps like Kubera, Coinbase, and CoinTracker use bank-level encryption and allow two-factor authentication. Always download apps from official stores and avoid sharing private keys.
Q: Can I track both crypto and stocks in one app?
A: Absolutely. Apps like Kubera support multi-asset tracking, including equities, ETFs, bonds, and real estate alongside digital assets.
Q: Do any of these apps help with crypto taxes?
A: Yes—CoinTracker specializes in tax reporting, while Coinbase also offers tax documentation for U.S. users.
Q: Is there a free option among these apps?
A: CoinGecko and CoinMarketCap offer free versions with extensive features. Kubera and CoinTracker have free trials but require subscriptions for full access.
Q: Can I link multiple wallets and exchanges?
A: All five apps support linking multiple wallets and exchanges via API or manual import for comprehensive tracking.
Q: Which app is best for beginners?
A: Coinbase is widely regarded as the most beginner-friendly due to its intuitive design and built-in educational resources.
Choosing the right portfolio management app depends on your specific needs—whether it’s tax preparation, multi-chain support, or simplicity. The tools listed here represent the best iOS has to offer in 2025 for managing your financial future with confidence.
From real-time analytics to cross-platform syncing and tax-ready reporting, these apps empower investors at every level. By leveraging their capabilities, you can make smarter decisions, reduce manual work, and gain true visibility into your wealth.
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