Pocket Plan App

Retirement Investment Budget

Lifestyle

Finance

Free

Click to generate a QR code for easy access to the app on the App Store

Rating summary

Details about Pocket Plan App

Released
Updated
iOS Version
Age Rating
Size
Devices
Languages

October 25, 2021
November 30, 2024
12.0+
4+
37.7MB
iPhone, iPod
English

Features

Apple silicon support

Developer of Pocket Plan App

Pocket Planner Inc

⭐️0 / 5

Rating↘︎

🙌0

Ratings

📦w/o updates

Updates frequency↘︎

🗣❌ unsupported

Your locale

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Versions
Price History
Description
FAQ

Version History of Pocket Plan App

1.4.2

January 25, 2022

Fix: Client ratings in advisor home screen

1.4.1

December 8, 2021

Improved UX of charts for easier readability. Net Worth and Cash Flow charts have easier layout for a quick scan and understanding of information

1.3

November 24, 2021

Track manual accounts in your Pocket Plan. Enter assets that don’t require regular updates for activity or value. Manual accounts are those which you update personally. Your live accounts are updated daily once connected through Plaid. Your manual accounts will only be updated when you provide new data. Assets that can be included as a manual account include: Property (Home, Business Interest, Collectible, Etc.) Private Stock (Business, Founder Shares, Angel Investments) Crypto (Bitcoin, Ethereum, etc.) Your account details include: Account Name: IE: Coinbase Wallet Account Owner: Your Name Account Type: Brokerage Account Sub-Type: Crypto Value: $4,000 Users will see these accounts added to their Net Worth and Investment Reports. In order to make changes to a Manual Account, users need to update the value personally. The logged prices will be included with the Manual Account. Adding to Existing Accounts Add new purchases in an account by adding to existing account from the Manual Account screen. Choose Add to Existing to add a separate security owned in the same account. For instance, you could add multiple coin holdings in an account like BTC, ETH, etc. Update Existing Update prices of existing assets in Manual Accounts. This is used to reflect any change in price that you would like reflected in your Pocket Plan. For more information visit https://pocketplan.io/knowledge-base/

1.2.1

November 9, 2021

We have updated the investment report so that you can now access these details on your mobile device. This allows you to see your total portfolio and other investment holdings. Quickly sort your investment holdings by equity mutual fund or ETF. You can see your portfolio allocation as one portfolio which includes all accounts or individual account allocation.

1.2

October 26, 2021

- Advisor can now register, connect with clients and see their portfolio - Advisor can share marketing link to connect with more clients - Client's investment accounts added

1.1.0

September 27, 2021

Price History of Pocket Plan App

Description of Pocket Plan App

Plan and manage your retirement. Use Pocket Plan to provide current & accurate professional grade financial reports, for free. You can access your custom reports instantly after you sign into your financial accounts. By using real account data from your Checking, Savings, 401k, IRA and other accounts, we map your current Retirement plan. This plan looks at your Income, Expenses, Savings and Investment Performance. You can see a total view of your finances from today until age 86. Your plan's health is shown with your Retirement Score. You don't need to know any finance or do any learning. Instead, just check your Retirement Score. Your can test different ways to improve your Retirement Score using Scenarios. These scenarios allow you to adjust inputs like how much you save, when you retire & how much you spend. Update a single number or many to see what the impact is on your Retirement Score. Your account comes with desktop access as well. This is where you will be able to see all of your information and access additional tools.

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