Investment Planner App
Organize portfolios, goals, and watchlists in one place with the Investment Planner App, a flexible Jotform app template for individuals, advisors, and teams who want a clearer investing workflow.
Investment Planner App helps individuals, families, and finance teams organize investment information and planning activities in one place. Use it to keep a clear view of your portfolio, capture new assets through a simple add form, and maintain a watchlist of investments you want to track before taking action. It’s also built for goal-oriented planning, so you can record targets, connect them to what you’re investing in, and review progress during regular check-ins, coaching sessions, or internal financial reviews.
Jotform makes it easy to turn this app template into a tailored self-service experience with a no-code app builder and a drag-and-drop interface. Connect pages to forms and lists for ongoing data collection, keep information organized as it grows, and share a single link with stakeholders who need access. You can adjust the layout, update labels, and refine the workflow so the app fits your process, whether you’re tracking personal investments or supporting clients with structured planning.
Connected Assets
This template collects and utilizes data from the assets listed below. These assets can be customized to align with your specific requirements.
It’s used to keep investment planning organized by bringing your portfolio overview, financial goals, watchlist items, and scenario planning into a single app experience. It also supports adding new assets and goals through connected forms.
Include your core portfolio holdings, the assets you want to monitor in your watchlist, and clear investment goals with timelines or milestones. Many teams also add notes, links to supporting documents, and ownership details so reviews stay consistent.
Use it when you want one place to review investments regularly, prepare for monthly or quarterly check-ins, compare possible outcomes with scenarios, or keep a running watchlist before committing to an investment decision.
Individuals managing personal finances, families coordinating shared financial plans, and finance professionals who want a structured way to collect and review investment details can all use it. Small teams can also use it internally for planning discussions and tracking updates.
It keeps key information easy to find, reduces scattered spreadsheets, and supports repeatable reviews by centralizing portfolio details, goals, and watchlist tracking. With connected forms and lists, it’s simpler to keep data up to date over time.
Yes. You can rearrange pages such as Portfolio, Goals, Watchlist, and Scenarios, rename sections, and adjust what users see first. Jotform’s drag-and-drop interface makes it easy to tailor navigation to your planning workflow.
Yes. You can share the app using a link or QR code so others can view information or contribute updates, depending on how you set up access and connected forms.
Yes. The layout is designed for easy browsing on phones and tablets, so you can review your watchlist, reference goals, or add an asset while you’re on the go.
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