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
- Bug Fixes
- Disclosure Updates
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
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- CARSON GROUP HOLDINGS, LLC
- Size
- 121.8 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.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2026 Carson Group