Mutual Fund Tracking App helps investors and finance teams keep mutual fund holdings organized in one place, so it’s easier to monitor positions, review activity, and stay on top of what matters most in a portfolio. Use it to view portfolio snapshots, log buy and sell activity, maintain a watchlist for funds you’re considering, and browse insight pages that support regular check-ins. It works well for individual investors, families managing shared finances, advisors tracking model portfolios, or small teams that want a consistent way to capture updates without digging through spreadsheets.
Jotform makes it simple to turn this workflow into a self-service experience with a no-code app builder and a drag-and-drop interface. Connect navigation cards to key pages like Portfolio, Transactions, Watchlist, and Insights, then link buttons to forms for adding transactions or adding to holdings. As data is collected, you can keep records organized and accessible, making it easier to collaborate, review changes over time, and share a single source of truth through Jotform App Templates.
Related templates
Employee Travel Management App
Employee Travel Management App is an app template designed to transform the way companies and their employees handle business travel. This innovative application provides an all-inclusive platform to streamline trip requests, approval workflows, itinerary management, and expense tracking. The app is ideal for companies of all sizes, enabling employees to submit travel plans and receive approval in a systematic, efficient manner. It offers a central location for tracking all travel-related activities, significantly reducing the time spent on coordinating and managing business trips. The Employee Travel Management App also promotes adherence to travel policies, maintaining compliance while saving time and money. It is best suited for travel coordinators, financial administrators, and operations teams who are tasked with managing and optimizing their company's business travel.With Jotform's no-code app builder, customizing the Employee Travel Management App to fit the specific needs of your organization is effortless. The drag-and-drop interface allows you to tailor the app's features, elements, and layouts to perfectly mirror your company's brand and workflow. Whether it's adding new forms or widgets or adjusting the colors and fonts, Jotform provides a seamless, code-free experience. Furthermore, the app's cross-platform compatibility means it can be accessed and utilized on any device, be it a smartphone, tablet, or desktop, offering convenience and accessibility. The Employee Travel Management App from Jotform delivers a streamlined, efficient solution for business travel management, simplifying processes and enhancing productivity.
Go to Category:Company Portal Apps
Energy Audit App
An energy audit app is used by auditors to perform energy inspections of buildings. With Jotform’s free Energy Audit App, your company can complete audits seamlessly on any device — making it easier than ever for your team to identify and address energy efficiency issues in the field. The app can be downloaded onto any device in a single click!Feel free to update the design of the app by creating and adding other online forms with our drag-and-drop builder, uploading your company logo, or making other changes with no coding. All information you collect is stored safely in your secure Jotform account. Make the switch from paper forms to online forms with the help of a free Energy Audit App for your team.
Go to Category:Finance & Accounting Portal Apps
Personal Budget App
Track your expenses and income in a free Personal Budget App from Jotform! The app includes a Monthly Spending Details Form where you can add your spending information to create a complete record of money you have earned and the items you have bought. All submissions through the app are stored securely in your Jotform account, on an easy to access Personal Budget spreadsheet on any device.Make changes to this free app template with our drag-and-drop builder. Update the app icon, background image, and add as many forms, links, documents, images, and buttons as you’d like. Once your app is looking great, download it onto your computer, smartphone or tablet to start collecting budget details instantly on the go. Save time and track your budget online with a free Personal Budget App.
Go to Category:Finance & Accounting Portal Apps
Custom Proposal App
Proposals are necessary for assuring clients that your construction services are the right fit for the job. Share and fill out your proposal forms in one place with our free Proposal App for construction companies and contractors. This ready-made app template includes a bid proposal form and job proposal form where users can enter client, contractor, and project details from any device. Since this app works with our Job Proposal PDF Template, form submissions will automatically turn into professional PDFs!Customizing your Proposal App only takes a few minutes with our drag-and-drop builder. Without any coding, you can create and add new forms, embed links to other pages, include images, and update app details such as name, icon, and splash page for a fully-custom design. When your app is ready to use, it can be downloaded from any smartphone, tablet, or computer. Make a good impression on your clients with a professional and personalized Proposal App for your services!
Go to Category:Finance Apps
Personal Finance Management App
Manage your personal finances with Jotform’s free Personal Finance Management App. This fully customizable mobile app includes a monthly expense form, budget tracker, bill record form, and bill payment log to help you stay on track when it comes to your finances. Once you’ve downloaded the app to your favorite, you can fill out your forms and view your logs at any time. All entries will be synced instantly and automatically, so you can keep all your important finance info in one easily accessible place.Customize your Personal Finance Management App without any coding. Jotform’s drag-and-drop interface makes it easy to add forms, tables, links, documents, and other elements to your app. Then you can save your app onto any computer, tablet, or smartphone for easy access. Take control of your spending with a custom Personal Finance Management App!
Go to Category:Finance & Accounting Portal Apps
Simple Accounting App
Looking for an easy and convenient way to manage your accounting clients? With Jotform’s Simple Accounting App, you can create a bookkeeping app that works seamlessly for both you and your clients. Build your app from scratch or pick one of our ready-made app templates to spark your creativity. Add pricing information, contact forms, showcase past client reviews, and more.Customize your Simple Account App with Jotform’s easy-to-use app builder. Use our drag-and-drop app builder to change up the look and feel of your app, add powerful app elements, install helpful app widgets, and integrate with one of our 30+ payment processors, including Stripe and Square to collect fees and payments. Share your customized app via email or embed it directly into your own website. Help your clients reach their finance goals with your very own Simple Accounting App.
Go to Category:Company Portal Apps