# AlphaGlider

> Mobile client portal for viewing net worth, portfolio, and secure document exchange. (iPhone/iPad app by AlphaGlider LLC.)

- Source: https://appshunter.io/ios/app/alphaglider/id728665462 (this page in markdown: same URL + `.md`)
- Developer: [AlphaGlider LLC](https://appshunter.io/developer/728665465)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: American English
- Released: 2013-10-28
- Data updated: 2026-06-25
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/alphaglider/id728665462/reviews.md

## What is AlphaGlider?

The new and improved mobile app for AlphaGlider clients. This free app allows AlphaGlider clients to view their current net worth and portfolio holdings, monitor portfolio performance, read quarterly statements, and exchange sensitive documents with AlphaGlider using a secure document vault. Data is up to date as of the end of the previous business day. 
 AlphaGlider is a modern, web-based investment adviser offering low cost, expertly and actively managed core and ESG investment strategies to retail investors in the United States. See alphaglider.com for more information about how AlphaGlider can help you achieve your investment goals. AlphaGlider is a registered investment adviser and a member of 1% for the Planet.

## Key features

- View net worth and portfolio holdings
- Monitor portfolio performance
- Read quarterly statements
- Secure document vault for sensitive exchanges
- Up-to-date financial data


## Frequently asked questions about AlphaGlider

### Is AlphaGlider secure for sensitive financial documents?

Yes, AlphaGlider features a secure document vault specifically designed for exchanging sensitive documents with AlphaGlider. This ensures your financial information is protected.

### What kind of financial data can I view in AlphaGlider?

You can view your current net worth and detailed portfolio holdings. The app also allows you to monitor your portfolio's performance and access quarterly statements.

### How up-to-date is the financial data in AlphaGlider?

The data displayed in AlphaGlider is current as of the end of the previous business day. This provides a timely overview of your investment status.

### What devices does AlphaGlider support?

AlphaGlider is available on iPhone and iPad devices. It is designed to provide a seamless experience across these Apple platforms.

### How often is AlphaGlider updated?

The app was last updated on May 27, 2025, with version 5.19.0. This indicates regular maintenance and feature enhancements by the developer.

### What is the age rating for AlphaGlider?

AlphaGlider has an age rating of 4+, making it suitable for a wide range of users. This suggests no mature content is present within the application.

### Does AlphaGlider have ads?

No, AlphaGlider does not contain advertisements. As a free application for clients, it focuses on providing a clean and uninterrupted user experience.

### Can I use AlphaGlider if I am not an AlphaGlider client?

No, AlphaGlider is specifically designed as a mobile app for existing AlphaGlider clients. It serves as a client portal to access their investment information.

## Version history (last 5 releases)

### 5.19.0 — 2025-05-27

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.16.0 — 2024-12-14

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-05

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-09

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.8 — 2024-03-18

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-25.*