Disclosure: SmartFolio is ours, and it is listed first. It gets the same four fields as every other app, including its drawbacks.
Short answer
For a private tracker that never sees your accounts, our pick is SmartFolio — FIFO tax lots on your iPhone, free. For dividends, Stock Events.
getquin brings brokers, bank accounts, assets and liabilities into one view with AI insights and spending tracking.
That breadth needs connections to your accounts. If you would rather keep your holdings to yourself, here are the alternatives.
Switch to SmartFolio if
- You don’t want to connect your broker
- You don’t want AI analysing your money
- You need tax-lot cost basis
Stay with getquin if
- You want spending and investing together
- Automatic sync matters most
- You use its community
At a glance
| App | Best for | Pricing |
|---|---|---|
| SmartFolio (ours) | Investors who want stocks, ETFs, dividends and crypto in one private place — imported from their broker’s file, with no login | Free |
| getquin | People who want their whole financial life in one app | Free tier plus paid plans |
| Delta by eToro | Investors who want broker sync | Delta Basic free; PRO subscriptions |
| Stock Events | Dividend investors | Free tier plus Pro |
| Yahoo Finance | News and a watchlist | Free with optional paid plans |
| Sharesight | Sharesight users | Free app; paid web plans |
The apps in detail
SmartFolio
Ours
- Best for
- Investors who want stocks, ETFs, dividends and crypto in one private place — imported from their broker’s file, with no login
- Highlights
- Import from 19 brokers — Wealthsimple, Questrade, TD, Fidelity, Schwab, Robinhood and more — or any CSV or Excel file
- Every buy, sale and dividend on each stock, with the gain on every sale (FIFO, lot by lot)
- Dividend and interest income, plus an estimate of the next 12 months
- Free, with no account and no ads; data stays on the device, with CSV export
- Pricing
- Free
- Watch out
- There is no live brokerage sync — to update, you import the file your broker lets you download or add trades yourself. It needs iOS 26.2 or later, and because everything is stored on the device there is no web view.
getquin
- Best for
- People who want their whole financial life in one app
- Highlights
- Brokers, banks, assets and liabilities
- Spending and subscriptions
- AI insights
- Pricing
- Free tier plus paid plans
- Watch out
- Needs account connections.
Delta by eToro
- Best for
- Investors who want broker sync
- Highlights
- 200+ brokers and exchanges
- Real-time prices
- Web
- Pricing
- Delta Basic free; PRO subscriptions
- Watch out
- Also connects accounts.
Stock Events
- Best for
- Dividend investors
- Highlights
- Dividend calendar
- Many assets
- Alerts
- Pricing
- Free tier plus Pro
- Watch out
- Pro for more.
Yahoo Finance
- Best for
- News and a watchlist
- Highlights
- Alerts
- Briefings
- Data
- Pricing
- Free with optional paid plans
- Watch out
- Basic cost basis.
What stays on your phone
SmartFolio never logs in to a broker. You import your broker’s export file or add trades yourself; it keeps them on your iPhone, works out FIFO cost basis and P&L, and locks behind Face ID. Nothing to connect, nothing to leak.
Common questions
Is getquin free?
getquin has a free tier with paid plans.
What is a private alternative to getquin?
SmartFolio keeps your holdings on your device with no broker login.
Does SmartFolio support multiple currencies?
Yes, it supports multiple currencies and portfolios.
App Store listings checked on 27 September 2026. Prices change — each entry describes how an app is paid for rather than a number that goes stale.
Published · No affiliate links
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