Portfolio Values
Holdings Summary
Performance Reporting - Point to point performance down to the asset
Custodial Statements (TD Ameritrade)
Commentary - Quarterly Investment Updates

What’s New

Version 3.3.1

This app has been updated by Apple to use the latest Apple signing certificate.

- Forgot Password
- Cloud Storage
- Commentary
- Fixes account display

Ratings and Reviews

4.0 out of 5
1 Rating

1 Rating


Does the job

It closely mimics what you would see if you accessed your account via a web browser. If you don’t like their on-line services, you won’t get a lot of help here.

The only complain I have (albeit a small one) is if you have face recognition on, when you quit, it will immediately log you back on. I have to put a finger over my camera so I can quit gracefully.

App Privacy

The developer, Warren Street Wealth Advisors, LLC, has not provided details about its privacy practices and handling of data to Apple.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.


  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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