CircleBlack Investor 4+

CircleBlack, Inc.

Designed for iPad

    • 4.7 • 13 Ratings
    • Free



CircleBlack – Know your wealth, live your life!

CircleBlack gives you more time to live your life by making it easier to keep track of all your wealth while providing you with the information you need to know at your fingertips. See all of your financial accounts and investments in one place at any time. Track your progress toward retirement and other goals. Receive up to date performance information at the security, account, goal and your total wealth level. Benchmark yourself against your peers. Receive pro-active alerts regarding current events that could impact your portfolio. Benefit from personalized information that makes you a smarter, more informed investor. CircleBlack substantially improves communication between you and your advisors.

What’s New

Version 23.3.0

Push Notifications:
- When the CircleBlack platform generates an alert that requires a Client’s attention, app users can now see the notification in their device's system tray, allowing them to get alerted without needing to log into the app.
- Clicking the notification will take the client into the CircleBlack mobile app.
- Push notifications can be toggled on and off in the app’s settings.

Ratings and Reviews

4.7 out of 5
13 Ratings

13 Ratings

Jdm55 ,

Really helpful app for feeling in control

Pulls everything together so you can see it in one place. Calculates performance on all my investments no matter where they are. Also track progress to goals. Great App!

Super helpful Platform ,


This is a wonderful platform. The aggregation of accounts is super helpful and navigating the system is intuitive and easy. It has made checking my portfolio as easy as checking Facebook or Twitter. Love it!

I'm diggin this app ,


Just started using and so far so good. Easy to use. It's nice to have all my accounts in one place where I can easily manage them to help reach my goals.

App Privacy

The developer, CircleBlack, Inc., 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:

  • Contact Info
  • User Content
  • Search History
  • Identifiers
  • Usage Data
  • Diagnostics
  • Other Data

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

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