# GwdCap Mobile

> GwdCap Mobile (iPhone/iPad app by Greenwood Capital Associates, LLC.)

- Source: https://appshunter.io/ios/app/gwdcap-mobile/id1636893880 (this page in markdown: same URL + `.md`)
- Developer: [Greenwood Capital Associates, LLC](https://appshunter.io/developer/1636893882)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2022-07-28
- Data updated: 2026-05-18
- User reviews in markdown: https://appshunter.io/ios/app/gwdcap-mobile/id1636893880/reviews.md

## What is GwdCap Mobile?

The GwdCap Mobile application enables you to view your investment household and individual account information, including market value over time. You may also aggregate other account information utilizing a third-party provider, PLAID, to obtain a complete financial picture of your investments, banking relationship, retirement accounts, mortgages and other loans.


## Version history (last 5 releases)

### 5.22.1 — 2026-02-05

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.17.1 — 2025-04-16

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-16

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-06

Bug fixes and performance enhancements.

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## Related topics

[gwdcap mobile](https://appshunter.io/ios/topics/gwdcap-mobile)

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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 2026-05-18.*