Portfolio View by Carson

Finance

Only for iPhone

Free · Designed for iPhone. Not verified for macOS.

iPhone

Portfolio View by Carson is a simple mobile app that helps you stay connected to your financial picture wherever you are. Quickly view your investments, net worth, assets, and liabilities in a secure mobile experience designed for easy check-ins and everyday visibility. Portfolio View makes it easy to stay informed between advisor conversations while keeping your financial information accessible anytime, anywhere. Features include: ·      Investment and net worth visibility ·      Assets and liabilities overview ·      Secure login with biometric authentication ·      Easy access to contact your advisor Portfolio View provides a consistent and reliable view of your financial information across devices.

Ratings & Reviews

  • 5.0
    out of 5
    2 Ratings

Various bug fixes

Version 1.0.2

The developer, CARSON GROUP HOLDINGS, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Location
    • Identifiers
    • Usage Data
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • CARSON GROUP HOLDINGS, LLC
Size
  • 112.6 MB
Category
  • Finance
Compatibility
Requires iOS 16.6 or later.
  • iPhone
    Requires iOS 16.6 or later.
  • Mac
    Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
Languages
  • English
Age Rating
4+
Copyright
  • © 2026 Carson Group
  • Privacy Policy

    • More by CARSON GROUP HOLDINGS, LLC

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