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CircleBlack Investor

CircleBlack Investor

by CircleBlack, Inc.

16 ratings
10 reviews
💼 Business
💰 Finance
Free

Details

  • Released
  • Updated
  • January 11, 2015
  • July 6, 2026

Features

Developer

CircleBlack, Inc.
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About

Consolidate all your financial accounts and investments in one place. Track progress towards goals, receive performance updates, and get proactive alerts on market events. Enhance communication with your financial advisors.

✓Consolidated financial account view
✓Investment performance tracking
✓Goal progress monitoring
✓Real-time market event alerts
✓Peer benchmarking
✓Advisor communication enhancement
Show original description

What's New in CircleBlack Investor

26.3.1

July 6, 2026

- Improved app performance and stability - Enhanced login experience

User reviews

Most RecentHighest RatedLowest Rated

Financial Info not updated since 1/1/2025.

Hi, since the new year, the data within the application is no longer visible, other than the balance from 12/31. Please correct this issue, since I find the data very important to track the performance of my investments. Thanks!
Right-Turn-ClydeRight-Turn-Clyde

A great app for managing your finances

A great app that helped me get my finances in order. Easy to use with helpful alerts that help me keep track of important movements in the markets and how they affect my wealth.
rjfernandeziiirjfernandeziii

Advisor

Just started using and so far so good. Easy to use. It's nice to have all my accounts in one place where I can easily manage them to help reach my goals.
I'm diggin this appI'm diggin this app

User

Great app. Really pulls all of your finances together. Really good on the go to quickly check your finances and be on top of everything going on in the market.
MadsenanMadsenan

Great App

Super info. See everything in one place. Performance numbers and content are siper
Laxdad33Laxdad33
See 5 more reviews

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FAQ

What is CircleBlack Investor?

CircleBlack Investor is a free finance app designed to help you track all your financial accounts and investments in one place. It provides up-to-date performance information and alerts you to events that could impact your portfolio.

Is CircleBlack Investor secure?

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

What financial institutions does CircleBlack Investor support?

The provided description does not specify which financial institutions are supported. Users would need to check within the app or contact the developer for a list of compatible banks and investment platforms.

Can I track specific investment types with CircleBlack Investor?

Yes, CircleBlack Investor provides performance information at the security, account, goal, and total wealth levels. This suggests it can track various types of investments and assets.

Does CircleBlack Investor have ads?

No, CircleBlack Investor does not contain advertisements. The app is free to download and use without any ad interruptions.

How often is CircleBlack Investor updated?

The latest version, 26.0.1, was last updated on March 3, 2026. This indicates a relatively active development cycle, though specific update frequency isn't detailed.

What devices can I use CircleBlack Investor on?

CircleBlack Investor is available for iPhone, iPad, and iPod devices. It is designed for Apple's mobile operating system.

What is the user sentiment for CircleBlack Investor?

CircleBlack Investor has a rating of 4.3 stars from 16 ratings, suggesting generally positive user sentiment. Users appreciate its ability to consolidate wealth information and improve advisor communication.