Investment Tracking Apps Market Size, Share, Growth, and Industry Analysis, By Type (IOS and Android System), By Application (Personal and Enterprise) and Regional Insights and Forecast to 2032

Updated On: 10 June 2024

INVESTMENT TRACKING APPS REPORT OVERVIEW

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The global investment tracking apps market size expanded rapidly in 2021 and will grow substantially by 2028, exhibiting a prodigious CAGR during the forecast period.

This app offers comprehensive investment following, retirement arranging, and wealth administration tools. It permits you to adjust all your budgetary accounts and gives point by point investigation of your venture portfolio's execution.  

COVID-19 Impact: Increased Interest in Investing to Boom Up the Market Growth

The global COVID-19 pandemic has been unprecedented and staggering, with the market experiencing higher-than-anticipated demand across all regions compared to pre-pandemic levels. The sudden market growth reflected by the rise in CAGR is attributable to market’s growth and demand returning to pre-pandemic levels.

Amid periods of market instability, such as those seen amid the COVID-19 widespread, there tends to be expanded intrigued in contributing as individuals look for to capitalize on potential openings or protect their funds. This increased intrigued has likely driven to more downloads and utilization of venture following apps as people hunt for apparatuses to screen their ventures more closely.

LATEST TRENDS

"Integration with Robo-Advisors, AI and Machine Learning  to Put on a Spurt in the Market Growth"

Numerous investment following apps presently offer integration with robo-advisors, permitting clients to consistently connect their speculation accounts and get mechanized portfolio management administrations. This drift reflects the developing ubiquity of robo-advisors and the want for a more hands-off approach to contributing. Venture following apps are progressively leveraging artificial intelligence (AI) and machine learning calculations to supply personalized suggestions, analyze market patterns, and optimize portfolio execution. These progressed analytics capabilities offer assistance financial specialists make more educated choices and adjust to changing advertise conditions. 

INVESTMENT TRACKING APPS MARKET SEGMENTATION

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By Type

Based on type the global market can be categorized into amount IOS and android system.

• IOS: Offers comprehensive investment following, retirement arranging, and wealth administration instruments. Commission-free exchanging app that moreover offers fundamental portfolio following highlights. Basically a budgeting app but too offers fundamental venture following highlights. Robo-advisor stage advertising mechanized speculation management administrations and portfolio following.

• Android System: Comprehensive speculation following, retirement arranging, and riches administration app. Commission-free exchanging app with fundamental portfolio following highlights. Budgeting app with fundamental speculation following capabilities. Robo-advisor stage advertising robotized speculation administration and portfolio following. Robo-advisor stage giving robotized speculation administration, personalized proposals, and portfolio following. Speculation following and portfolio administration app with personalized venture proposals. 

By Application

Based on application the global market can be categorized into personal and enterprise.

• Personal Use: People utilize speculation following apps to oversee their individual venture portfolios. They can track the execution of their stocks, bonds, common stores, ETFs, cryptocurrencies, and other resources in one put. A few speculation following apps offer budgeting and money related arranging highlights nearby venture following. Clients can oversee their costs, track pay, and analyze investing designs to optimize their budgetary wellbeing. Progressed speculation following apps may offer charge optimization highlights such as tax-loss gathering and tax-efficient portfolio administration. These apparatuses offer assistance clients minimize assess liabilities and maximize after-tax returns.

• Enterprise Use: Ventures utilize venture following apps to oversee their corporate speculation portfolios, counting stocks, bonds, and other monetary resources. These apps give experiences into portfolio execution, hazard presentation, and venture methodologies. Venture following apps offer assistance ventures guarantee compliance with administrative prerequisites and announcing guidelines. They produce point by point reports on speculation exercises, portfolio possessions, and execution measurements for inner and outside partners. Enterprises utilize venture following apps to survey and moderate venture dangers over their portfolios. These apps give hazard investigation instruments, situation modeling capabilities, and push testing highlights to distinguish potential vulnerabilities and create chance moderation procedures.

DRIVING FACTORS

"Increased Accessibility and Cost-Effective Solutions to Expedite the Market Share"

Investment tracking apps make it simpler for people to screen their investments anytime, anyplace, utilizing their smartphones or tablets. This openness requests to speculators who lean toward overseeing their portfolios on the go. Numerous venture following apps offer low-cost or commission-free exchanging choices, making contributing more reasonable for clients. These cost-effective arrangements request to speculators who are cost-conscious and look for to maximize their venture returns. 

"Social Features and Goal-Based Investing to Gain Momentum in the Market Sales"

A few investment tracking apps join social highlights that empower clients to share investment thoughts, collaborate with other financial specialists, and take after the exchanges of experienced experts. Social highlights upgrade client engagement and encourage knowledge-sharing inside the venture community. Numerous investment following apps bolster goal-based contributing, permitting clients to set particular monetary objectives, such as retirement arranging, sparing for a house, or subsidizing instruction. Goal-based contributing makes a difference clients remain centered, spurred, and taught in accomplishing their money related targets. 

RESTRAINING FACTORS

"Limited Asset Coverage and Lack of Personalization to Slump Up the Market Growth"

A few investment following apps may have constrained resource scope, especially when it comes to elective ventures, private value, or universal securities. Clients with differentiated portfolios may discover that certain resources are not backed or precisely followed by the app. Venture following apps frequently give non specific investment suggestions and exhortation based on client inputs and predefined calculations. In any case, they may need the personalized direction and custom-made arrangements advertised by human money related advisors who understand the user's interesting budgetary circumstance, objectives, and chance resistance.  However the factors constraining the investment tracking apps market growth are the limited asset coverage and lack of personalization.

INVESTMENT TRACKING APPS MARKET REGIONAL INSIGHTS

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"North America to Spur on the Dominance with Strong Culture of Investing and Well Developed Financial Services Industry"

The market is primarily segregated into Europe, Latin America, Asia Pacific, North America, and Middle East & Africa.

North America has emerged as the most dominant region in the global investment tracking apps market share compliance with various factors. The United States is one of the biggest markets for investment tracking apps, driven by a solid culture of contributing, far reaching smartphone selection, and a well-developed budgetary administrations industry. Various fintech companies based within the U.S. offer speculation following apps catering to both person speculators and regulation clients. Other than the United States, Canada has moreover seen noteworthy appropriation of speculation following apps, driven by comparable components such as innovative advancement, speculator instruction activities, and the accessibility of assorted speculation items. 

KEY INDUSTRY PLAYERS

"Key Industry Players Shaping the Market through Innovation and Market Expansion"

The market is essentially affected by key industry players that play a pivotal part in driving market flow and forming shopper inclinations. These key players have broad retail systems and online stages, giving customers with simply get to to a wide assortment of closet choices.

List of Market Players Profiled

• Personal Capital (U.S.)
• Stock Rover (Canada)
• Tiller (U.S.)
• Morningstar (U.S.)
• Quicken (U.S.)
• Fidelity (U.S.)
• Kubera (U.K.)
• SigFig (U.S.)
• Sharesight (New Zealand)
• eMoney Advisor (U.S.)
• MoneyPatrol (U.S.)
• Seeking Alpha (U.S.)
• Interactive Brokers (U.S.)
• hardbacon (Canada)
• StockMarketEye (Canada)
• Investica (India)
• Wealthica (Canada)
• Stockfolio (U.S.)
• FutureAdvisor (U.S.)
• Axos Invest (U.S.)
• FundExpert (China)
• Mprofit (India)
• Mint (U.S.)

INDUSTRIAL DEVELOPMENT

• May 2019: Morningstar procured the world's fourth biggest credit rating agency DBRS for $669 million. After the acquisition, DBRS merged with Morningstar's credit rating trade.
• April 2020: Morningstar entered into an agreement to acquire Sustainalytics, a investigate and evaluations firm specializing in natural, social and administration (ESG) insights. That same year, Morningstar concurred to acquire PlanPlus Worldwide, a Canada-based budgetary arranging and chance appraisal computer program company. 

REPORT COVERAGE

The study encompasses a comprehensive SWOT analysis and provides insights into future developments within the market. It examines various factors that contribute to the growth of the market, exploring a wide range of market categories and potential applications that may impact its trajectory in the coming years. The analysis takes into account both current trends and historical turning points, providing a holistic understanding of the market's components and identifying potential areas for growth.

The research report delves into market segmentation, utilizing both qualitative and quantitative research methods to provide a thorough analysis. It also evaluates the impact of financial and strategic perspectives on the market. Furthermore, the report presents national and regional assessments, considering the dominant forces of supply and demand that influence market growth. The competitive landscape is meticulously detailed, including market shares of significant competitors. The report incorporates novel research methodologies and player strategies tailored for the anticipated timeframe. Overall, it offers valuable and comprehensive insights into the market dynamics in a formal and easily understandable manner.