I refuse to rank ten apps I have not rigorously tested, and neither has anyone else. Every top-10 list is affiliate content in a lab coat. Here are the criteria instead.
- Broker apps (Fidelity, Schwab, Vanguard): research and trading in one place - Standalone apps (Yahoo Finance, Morningstar): broker-agnostic, often better for research - Shows expense ratios and sorts by them? Shows full holdings, not just the top ten? - Checks a candidate against your existing portfolio for overlap before you buy? - Tracking difference and distribution history? Saved screens with match alerts?
Once the screener narrows the shortlist, Overlap ($4.99 one-time) does the final decision: fees, overlap, returns, one screen.
