Consolidate all your financial accounts, investments, and documents into a single, real-time dashboard. Securely store important financial and tax papers, organized by asset for easy access. Simplify your financial life and make informed decisions with a complete overview of your net worth, assets, and liabilities.
1.6
September 21, 2026
Stay connected to your finances and your advisor with new account, contact, and home screen updates. - Connect your Coinbase account and keep your balances up to date. - Explore the redesigned Account screen, with easier access to your profile and account tools. - View your advisor’s profile and quickly email, call, or schedule time with them. - Keep your advisor close at hand with a new home screen widget. - Plus bug fixes and performance improvements.
MoreCompound Planning is a finance app that consolidates all your financial accounts, investments, and documents into a single, real-time dashboard. It helps you track your net worth, manage assets and liabilities, and securely store important financial papers.
Compound Planning employs bank-level security measures to protect your data. Your information is encrypted and protected at every step, ensuring the safety of your financial details.
Compound Planning offers over 1,000 integrations, including banks, credit cards, 401(k)s, company equity, cryptocurrency, real estate, and mortgages. It supports US financial institutions.
Yes, Compound Planning features a secure document vault where you can store financial, tax, and estate documents. Each document is tagged to the relevant assets for easy retrieval.
Yes, Compound Planning is available for free. Users can create a dashboard and connect accounts via the website, and then use the iOS app to access their consolidated financial information.
The Compound Planning iOS app is currently supported on iPhone. Users can create their initial dashboard by visiting compoundplanning.com on any desktop browser.
The latest version of Compound Planning is 1.1.3, and it was last updated on February 4, 2026. This indicates a commitment to regular updates and improvements.
Compound Planning has a strong user rating of 4.6 stars, based on 11 ratings. This suggests a high level of user satisfaction with the app's functionality and performance.
