# CALEO USA

> CALEO USA (iPhone/iPad app by caleo capital NA LLC.)

- Source: https://appshunter.io/ios/app/caleo-usa/id1658399378 (this page in markdown: same URL + `.md`)
- Developer: [caleo capital NA LLC](https://appshunter.io/developer/1658399380)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2022-12-10
- Data updated: 2026-06-11
- User reviews in markdown: https://appshunter.io/ios/app/caleo-usa/id1658399378/reviews.md

## What is CALEO USA?

Easily access your financial picture and interact with your financial advisor. 
 This app provides you with an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more- all in a secure and easy to use mobile app. 
 TOP FEATURES: 
 - Interactive dashboard showing your complete financial picture 
 - Dynamic reports with investment information 
 - And so much more!


## Version history (last 5 releases)

### 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

### 5.17.0 — 2025-01-27

- 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 — 2024-09-10

- 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 — 2024-04-10

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

### 5.6.4 — 2023-12-12

- 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 2026-06-11.*