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.
Performance improvements, bug fixes and tweaks.
Ratings and Reviews
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!
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!
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.
With Family Sharing set up, up to six family members can use this app.