# Indie Asset

> Mobile client portal for viewing investment portfolio information. (iPhone/iPad app by Indie Asset Partners, LLC.)

- Source: https://appshunter.io/ios/app/indie-asset/id1439484769 (this page in markdown: same URL + `.md`)
- Developer: [Indie Asset Partners, LLC](https://appshunter.io/developer/1439484768)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 4 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: English
- Released: 2018-10-20
- Data updated: 2026-07-24
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/indie-asset/id1439484769/reviews.md

## What is Indie Asset?

View your Indie Asset Partners' portfolio account information, allocation, performance and more on the mobile version of your client portal.

## Key features

- View portfolio account information
- Check allocation details
- Monitor performance metrics
- Access client portal on mobile
- Real-time investment data


## Frequently asked questions about Indie Asset

### What can I view in the Indie Asset app?

The Indie Asset app allows you to view your Indie Asset Partners' portfolio account information, including allocation and performance metrics. It provides a mobile version of your client portal for easy access to your investment details.

### Is the Indie Asset app free to use?

Yes, the Indie Asset app is available for free. It does not require any payment to download or use its core features for viewing your portfolio.

### What devices support the Indie Asset app?

The Indie Asset app is supported on iPhone, iPad, and iPod devices. This ensures you can access your portfolio information across various Apple mobile devices.

### How secure is the Indie Asset app?

While specific security measures are not detailed, financial apps typically employ industry-standard encryption and security protocols to protect user data. It's always recommended to use strong, unique passwords and enable any available two-factor authentication.

### How often is the Indie Asset app updated?

The app was last updated on May 28, 2025, with version 5.19.0. This indicates a commitment to regular updates, likely to introduce new features, improve performance, and maintain security.

### What is the age rating for the Indie Asset app?

The Indie Asset app has an age rating of 4+. This suggests it is suitable for users of all ages, with no mature content present.

### Does Indie Asset support multiple financial institutions?

The provided information focuses on viewing your Indie Asset Partners' portfolio. It does not specify if the app supports connecting to or viewing accounts from multiple external financial institutions.

### What kind of transactions can I see in the Indie Asset app?

The app allows you to view your portfolio's allocation and performance. Specific transaction types like buys, sells, or dividends are not explicitly detailed but would typically be reflected in performance reporting.

## Version history (last 5 releases)

### 5.23.0 — 2026-07-19

- 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

### 5.19.0 — 2025-05-28

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.17.0 — 2025-01-27

- 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 — 2024-09-06

- 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

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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 2026-07-24.*