# Paragon Invest

> Paragon Invest (iPhone/iPad app by Paragon Investing LLC.)

- Source: https://appshunter.io/ios/app/paragon-invest/id1616024127 (this page in markdown: same URL + `.md`)
- Developer: [Paragon Investing LLC](https://appshunter.io/developer/1616024129)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: American English
- Released: 2022-03-25
- Data updated: 2026-07-24
- User reviews in markdown: https://appshunter.io/ios/app/paragon-invest/id1616024127/reviews.md

## What is Paragon Invest?

This mobile app is provided by Paragon Investing LLC (Jon Carender & Corey Wangler). The app allows you to view all of your managed accounts, check balances, review performance, and contact your investment advisor.


## 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

### 5.22.1 — 2026-02-06

- 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 — 2025-05-29

- 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

### 5.16.0 — 2024-12-14

- 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

### 5.14.2 — 2024-10-26

- 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

## Apps similar to Paragon Invest

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [OpenAir Advisers](https://appshunter.io/ios/app/openair-advisers/id1592311752) | 5.0 (1) | Free | Finance |
| [Catalyst FP](https://appshunter.io/ios/app/catalyst-fp/id1598596692) | 5.0 (2) | Free | Finance |
| [Paragon Advisor](https://appshunter.io/ios/app/paragon-advisor/id1327015708) | 5.0 (5) | Free | Finance |
| [Stock Market Game: Simulator](https://appshunter.io/ios/app/stock-market-game-simulator/id6739497557) | 5.0 (5) | Free | Finance |
| [Uplus Mutual Partners](https://appshunter.io/ios/app/uplus-mutual-partners/id1539502924) | 4.0 (1) | Free | Finance |
| [OptionsWhisper](https://appshunter.io/ios/app/optionswhisper/id6761290128) | 5.0 (3) | 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 2026-07-24.*