# Capital CS

> Capital CS (iPhone/iPad app by Capital CS Group LLC.)

- Source: https://appshunter.io/ios/app/capital-cs/id1631201554 (this page in markdown: same URL + `.md`)
- Developer: [Capital CS Group LLC](https://appshunter.io/developer/1631201766)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 41 MB
- Languages: English
- Released: 2022-06-23
- Data updated: 2026-05-15
- User reviews in markdown: https://appshunter.io/ios/app/capital-cs/id1631201554/reviews.md

## What is Capital CS?

This mobile app allows clients to view their portfolios, check their asset allocation, and view daily portfolio values.


## Version history (last 5 releases)

### 5.17.1 — 2025-04-16

- 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 — 2024-04-11

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

### 5.5.2 — 2023-09-05

Bug fixes and performance enhancements.

### 5.4.0 — 2023-02-09

Bug fixes and performance updates

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## Related topics

[capital group](https://appshunter.io/ios/topics/capital-group)

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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 2026-05-15.*