# Compound Planning — Your finances, all in one app > All-in-one financial dashboard for net worth, investments, and document management. (iPhone/iPad app by Compound Financial.) - Source: https://appshunter.io/ios/app/compound-planning/id1570521519 (this page in markdown: same URL + `.md`) - Developer: [Compound Financial](https://appshunter.io/developer/1570521521) - Category: Finance, Utilities - Price: Free - Rating: 5.00/5 from 12 App Store ratings · 5 written reviews indexed - Age rating: 4+ - Requires: iOS 17.0 · 36 MB - Languages: American English - Released: 2022-12-01 - Data updated: 2026-07-30 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/compound-planning/id1570521519/reviews.md ## What is Compound Planning? Compound Planning brings your entire financial life into one place — and keeps it updated automatically. It gives you a complete picture of your net worth, investments, equity, real estate, and liabilities, all organized in a real-time financial dashboard. You also get a secure vault for your financial, tax, and estate documents — each tagged to the right assets so they’re always easy to find. Compound Planning is built for people who want to simplify their complex financial lives. It brings every account, asset, liability, and document together so you can stay organized and make confident decisions with your money. If you already have a Compound Planning dashboard, you can sign in and start using it on your iPhone. If you’re new to Compound Planning, go to compoundplanning.com on any desktop browser to create a dashboard and connect your accounts. Key features: → 1,000+ integrations: Banks, credit cards, 401(k)s, company equity, crypto, real estate, mortgages, and more. → Net Worth Monitoring: Your personal balance sheet updates automatically as account values change. → Document Vault: Store your financial, tax, and estate documents in one secure place. → Full Visibility: Every account, every holding, every liability — clearly organized. → Bank-Level Security: Your data is encrypted and protected at every step. The Compound Planning iOS app is built by Compound Planning, Inc., a digital family office managing more than $5 billion for high-net-worth founders, early employees, executives, retirees, and families. Our 50+ advisors combine modern technology with deep expertise across investments, taxes, estate planning, and equity compensation to help clients manage their entire financial lives in one place. Compound Planning, Inc. was named one of America’s Top RIA Firms by Forbes (2025) and one of America’s Top RIAs and 50 Fastest Growing RIAs by Financial Advisor Magazine (2024, 2025), and featured in TechCrunch, Forbes, Barron’s, and The New York Times. Compound Planning, Inc (“Compound Planning”) is an SEC-registered investment adviser. Learn more at https://compoundplanning.com Disclosures: https://legal.compoundplanning.com/ Terms of Service: https://legal.compoundplanning.com/terms-of-service Privacy Policy: https://legal.compoundplanning.com/privacy-policy Compound currently supports US financial institutions. ## Key features - Real-time financial dashboard - Net worth monitoring - Secure document vault - 1,000+ integrations - Bank-level security - Full financial visibility ## Recent user reviews (5 of 5) All indexed reviews: https://appshunter.io/ios/app/compound-planning/id1570521519/reviews.md ### 5/5 — Great integrations *2026-06-12* My favorite is Carta. I also love that the integrations are reliable and don’t seem to break every other day like they do with some other apps. ### 5/5 — Simplicity *2026-01-29* Loving this app so far. Simple and easy to use! ### 5/5 — Loving the new release *2025-12-18* Glad this is finally back ### 5/5 — Solid and reliable. *2025-12-17* Accurate data for all of my accounts. Simple and clean! ### 1/5 — Doesn’t work *2024-01-05* The app doesn’t work it keeps crashing after 4 seconds. Been broken for months. ## Frequently asked questions about Compound Planning ### What is Compound Planning? Compound 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. ### How secure is Compound Planning? 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. ### What types of accounts can I connect to Compound Planning? 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. ### Can I store important documents in Compound Planning? 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. ### Is Compound Planning free to use? 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. ### What devices does Compound Planning support? The Compound Planning iOS app is currently supported on iPhone. Users can create their initial dashboard by visiting compoundplanning.com on any desktop browser. ### How often is Compound Planning updated? 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. ### What is the user rating for Compound Planning? 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. ## Version history (last 5 releases) ### 1.5 — 2026-07-28 Take control of your financial accounts with new ways to connect and manage them. - Connect accounts from thousands more financial institutions. - Add and manage manual bank and investment accounts. - New account controls: include or exclude accounts from your net worth, hide, or remove them entirely. - Plus Face ID fixes, security, and performance improvements. ### 1.4 — 2026-06-23 Track your company equity, all in one place. - Connect your Carta or Shareworks account to import grants and holdings automatically. - Prefer to do it yourself? Add and manage equity holdings manually. - See detailed grant and holding info anytime. - Plus bug fixes and performance improvements. ### 1.3 — 2026-05-18 - You can now sign up and create your Compound dashboard directly from your phone, without opening a browser. - If you have access to multiple dashboards, you can switch between them directly from the app without logging out and back in. - Bug fixes and performance improvements. ### 1.2 — 2026-04-01 Fewer bugs, smoother flows, and a big step forward for in-app setup. This release brings Add Account to iOS along with general fixes and improvements, letting you add certain account types directly from the app so you no longer need to go to the web to get started. ### 1.1.3 — 2026-02-04 General improvements and bug fixes ## Apps similar to Compound Planning | App | Rating | Price | Category | | --- | --- | --- | --- | | [Transcend Capital Advisors LLC](https://appshunter.io/ios/app/transcend-capital-advisors-llc/id1453692676) | 5.0 (2) | Free | Finance | | [Procyon](https://appshunter.io/ios/app/procyon/id1555085418) | 5.0 (2) | Free | Finance | | [Nicholson WMG](https://appshunter.io/ios/app/nicholson-wmg/id6473918332) | 5.0 (2) | Free | Finance | | [Stewardship Wealth](https://appshunter.io/ios/app/stewardship-wealth/id6467722988) | — | Free | Finance | | [Compass Wealth Management LLC](https://appshunter.io/ios/app/compass-wealth-management-llc/id6738584870) | — | Free | Finance | | [Heartland Bank WM Mobile](https://appshunter.io/ios/app/heartland-bank-wm-mobile/id6480463143) | — | Free | Finance | --- *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 2026-07-30.*