# Charter Oak Capital Management

> Financial dashboard, reports, and secure document vault for managing personal finances. (iPhone/iPad app by Charter Oak Capital Management.)

- Source: https://appshunter.io/ios/app/charter-oak-capital-management/id1435507926 (this page in markdown: same URL + `.md`)
- Developer: [Charter Oak Capital Management](https://appshunter.io/developer/1435507925)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 17+
- Requires: iOS 10.0 · 66 MB
- Released: 2018-09-08
- Data updated: 2026-07-07
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/charter-oak-capital-management/id1435507926/reviews.md

## What is Charter Oak Capital Management?

This app provides 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 you your complete financial picture.
•	Dynamic reports with current investment information.
•	Document vault for securely sending and receiving files with your financial advisor.
•	And more!

## Key features

- Interactive financial dashboard
- Dynamic investment reports
- Secure document vault
- Budgeting tools
- Financial advisor communication


## Frequently asked questions about Charter Oak Capital Management

### What is Charter Oak Capital Management?

Charter Oak Capital Management is a free finance app that offers an interactive dashboard, dynamic reports, and a secure document vault for managing your finances and investments.

### Is Charter Oak Capital Management secure?

Yes, the app is designed to be secure, featuring a document vault for safely sending and receiving files with your financial advisor.

### What devices does Charter Oak Capital Management support?

Charter Oak Capital Management is available for iPhone, iPad, and iPod devices.

### How often is Charter Oak Capital Management updated?

The app was last updated on August 11, 2022, with its latest version being 2.0.994512.

### What is the age rating for Charter Oak Capital Management?

Charter Oak Capital Management has an age rating of 17+.

### Does Charter Oak Capital Management have ads?

No, Charter Oak Capital Management is ad-free.

### What kind of reports does Charter Oak Capital Management offer?

The app provides dynamic reports with current investment information, allowing users to track their financial performance.

### Can I use Charter Oak Capital Management for budgeting?

Yes, Charter Oak Capital Management includes budgeting tools to help you manage your expenses and financial goals.

## Version history (last 3 releases)

### 2.0.994512 — 2022-08-11

Bug fixes and updates

### 2.0.2160 — 2018-10-19

Bug fixes and stability improvements

### 2.0 — 2018-09-07

No release notes.

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## Related topics

[charter oak](https://appshunter.io/ios/topics/charter-oak)

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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 2026-07-07.*