# CircleBlack Investor > Unified wealth management and investment tracking for informed investors. (iPhone/iPad app by CircleBlack, Inc..) - Source: https://appshunter.io/ios/app/circleblack-investor/id953900375 (this page in markdown: same URL + `.md`) - Developer: [CircleBlack, Inc.](https://appshunter.io/developer/953900374) - Category: Finance, Business - Price: Free - Rating: 4.30/5 from 16 App Store ratings · 10 written reviews indexed - Age rating: 4+ - Requires: iOS 15.1 · 32 MB - Languages: American English - Released: 2015-01-11 - Data updated: 2026-08-12 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/circleblack-investor/id953900375/reviews.md ## What is CircleBlack Investor? CircleBlack – Know your wealth, live your life! CircleBlack gives you more time to live your life by making it easier to keep track of all your wealth while providing you with the information you need to know at your fingertips. See all of your financial accounts and investments in one place at any time. Track your progress toward retirement and other goals. Receive up to date performance information at the security, account, goal and your total wealth level. Benchmark yourself against your peers. Receive proactive alerts regarding current events that could impact your portfolio. Benefit from personalized information that makes you a smarter, more informed investor. CircleBlack substantially improves communication between you and your advisors. ## Key features - Consolidated financial account view - Investment performance tracking - Goal progress monitoring - Real-time market event alerts - Peer benchmarking - Advisor communication enhancement ## Recent user reviews (10 of 10) All indexed reviews: https://appshunter.io/ios/app/circleblack-investor/id953900375/reviews.md ### 3/5 — Financial Info not updated since 1/1/2025. *2025-01-09* 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! ### 5/5 — A great app for managing your finances *2016-06-18* 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. ### 5/5 — Advisor *2016-02-22* 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. ### 5/5 — User *2016-02-15* 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. ### 5/5 — Great App *2015-12-30* Super info. See everything in one place. Performance numbers and content are siper ### 5/5 — Associate *2015-11-13* This is a wonderful platform. The aggregation of accounts is super helpful and navigating the system is intuitive and easy. It has made checking my portfolio as easy as checking Facebook or Twitter. Love it! ### 5/5 — Excellent *2015-10-26* Really easy way to track and manage my finances ### 5/5 — Simple and Friendly *2015-10-24* Easy to use and gets job done. Nice improvements on letting see exposures. ### 5/5 — Love this App! *2015-10-23* This app is great and easy to use! Easy to track my financial goals and see everything in one place. ### 5/5 — Really helpful app for feeling in control *2015-10-22* Pulls everything together so you can see it in one place. Calculates performance on all my investments no matter where they are. Also track progress to goals. Great App! ## Frequently asked questions about CircleBlack Investor ### 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. ## Version history (last 5 releases) ### 26.3.2 — 2026-08-12 Enhanced performance and stability improvements ### 26.3.1 — 2026-07-06 - Improved app performance and stability - Enhanced login experience ### 26.2.1 — 2026-04-20 What’s New The CircleBlack app provides a secure, easy-to-use way to view your portfolio, track performance, and access important documents. This update includes improvements to design and navigation, making it easier to understand your portfolio and find key information. ### 26.0.1 — 2026-03-03 Improved balance graph and enhanced app stability ### 26.0.0 — 2026-02-23 Improved portfolio performance and stability ## Apps similar to CircleBlack Investor | App | Rating | Price | Category | | --- | --- | --- | --- | | [Addepar](https://appshunter.io/ios/app/addepar/id1373346931) | 3.9 (58) | Free | Finance | | [Jump AI](https://appshunter.io/ios/app/jump-ai/id6475781425) | 4.9 (1,135) | Free | Finance | | [RightCapital](https://appshunter.io/ios/app/rightcapital/id1425772044) | 3.9 (46) | Free | Finance | | [Morningstar for Advisors](https://appshunter.io/ios/app/morningstar-for-advisors/id1234147091) | 3.8 (12) | Free | Finance | | [RBC Connect](https://appshunter.io/ios/app/rbc-connect/id1434335587) | 3.2 (41) | Free | Finance | | [Advyzon](https://appshunter.io/ios/app/advyzon/id1643794448) | 3.4 (7) | Free | Finance | ## More apps by CircleBlack, Inc. - [Wayfinding Financial](https://appshunter.io/ios/app/wayfinding-financial/id1503058206) - [Rovin Capital](https://appshunter.io/ios/app/rovin-capital/id1564312033) - [Robertson Stephens](https://appshunter.io/ios/app/robertson-stephens/id1579092070) - [Financial Gravity](https://appshunter.io/ios/app/financial-gravity/id1600711049) - [Cross State Financial](https://appshunter.io/ios/app/cross-state-financial/id1607172605) All apps by CircleBlack, Inc.: https://appshunter.io/developer/953900374 --- *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 2026-08-12.*