# Beacon Hill

> Mobile app for viewing investment portfolio values and allocations. (iPhone/iPad app by Beacon Hill Private Wealth LLC.)

- Source: https://appshunter.io/ios/app/beacon-hill/id1325081116 (this page in markdown: same URL + `.md`)
- Developer: [Beacon Hill Private Wealth LLC](https://appshunter.io/developer/1325081115)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 7 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: English
- Released: 2017-12-19
- Data updated: 2026-07-24
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/beacon-hill/id1325081116/reviews.md

## What is Beacon Hill?

Beacon Hill Private Wealth mobile allows you to easily view your portfolio values and allocations.

## Key features

- View portfolio values
- Check asset allocations
- Easy on-the-go access
- Clear financial overview


## Frequently asked questions about Beacon Hill

### What can I do with Beacon Hill?

Beacon Hill allows you to easily view your portfolio values and allocations. You can get a clear overview of your financial holdings directly from your mobile device.

### Is Beacon Hill free to use?

Yes, Beacon Hill is available for free. There are no charges to download or use the core features of the application.

### What devices does Beacon Hill support?

Beacon Hill is compatible with iPhone, iPad, and iPod devices. It is designed for the Apple ecosystem.

### How secure is Beacon Hill for my financial data?

While the description does not detail specific security measures, financial apps typically employ robust encryption and security protocols to protect user data. It is always recommended to use strong, unique passwords and enable any available two-factor authentication.

### How often is Beacon Hill updated?

The latest version is 5.20.6, last updated on January 31, 2026. This indicates a commitment to regular updates and maintenance for the application.

### What is the age rating for Beacon Hill?

Beacon Hill has an age rating of 4+. This means it is suitable for users of all ages, with no content restrictions.

### Does Beacon Hill offer transaction history?

The provided description focuses on viewing portfolio values and allocations. It does not explicitly mention features for viewing transaction history.

### Can I link multiple financial institutions to Beacon Hill?

The description focuses on viewing existing portfolio data. It does not specify whether the app supports linking to multiple financial institutions.

## Version history (last 5 releases)

### 5.23.0 — 2026-07-19

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.20.6 — 2026-01-31

- iOS permission message enhancement

### 5.19.0 — 2025-05-28

- 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

### 5.17.1 — 2025-04-15

- 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 — 2024-09-06

- 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

## Apps similar to Beacon Hill

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [PeakValley](https://appshunter.io/ios/app/peakvalley/id6499102909) | — | Free | Finance |
| [Oak Grove Capital Mobile](https://appshunter.io/ios/app/oak-grove-capital-mobile/id882145630) | 5.0 (2) | Free | Finance |
| [Intrua](https://appshunter.io/ios/app/intrua/id1530047977) | 3.0 (2) | Free | Finance |
| [KWB Wealth](https://appshunter.io/ios/app/kwb-wealth/id1217534858) | 2.5 (2) | Free | Finance |
| [Holistic Planning](https://appshunter.io/ios/app/holistic-planning/id6447975426) | — | Free | Finance |
| [Beacon Financial Advisors](https://appshunter.io/ios/app/beacon-financial-advisors/id1398520512) | 5.0 (1) | Free | Finance |

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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 2026-07-24.*