# Castañeda Financial Management

> Castañeda Financial Management (iPhone/iPad app by Castañeda Financial Management LLC.)

- Source: https://appshunter.io/ios/app/castaneda-financial-management/id6738049904 (this page in markdown: same URL + `.md`)
- Developer: [Castañeda Financial Management LLC](https://appshunter.io/developer/1779076452)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 54 MB
- Languages: American English
- Released: 2024-11-11
- Data updated: 2026-05-19
- User reviews in markdown: https://appshunter.io/ios/app/castaneda-financial-management/id6738049904/reviews.md

## What is Castañeda Financial Management?

This mobile app allows you to conveniently view account information, balances and easily contact your advisor.


## Version history (last 4 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

### 5.16.0 — 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

### 5.14.4 — 2024-11-15

- 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

### 5.14.2 — 2024-11-11

No release notes.

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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 2026-05-19.*