Personal CFO

Personal CFO

by Finance With Sharan

0 ratings
1 review
Free

Details

  • Released
  • Updated
  • August 28, 2024
  • January 4, 2026

Features

Personal CFO screenshot #1 for iPhone
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Personal CFO screenshot #6 for iPhone
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About

Manage all your financial accounts in one place with this app. It offers a family-friendly feature to consolidate investments and personal data, making finance management simple and efficient. Secure your information with PIN and biometric protection.

Consolidate all financial accounts
Family finance management
Intuitive interface with themes
Quick onboarding for investing
Comprehensive asset tracking
Robust security features
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What's New in Personal CFO

5.0.0

January 4, 2026

UI updated

User reviews

Personal CFO is just a joke

First train your guys and then give us financial advise

Developer apps

FAQ

What is Personal CFO?

Personal CFO is a free finance app that helps you manage all your financial accounts and investments in one place. It offers features for individual and family finance management, with a focus on security and ease of use.

Is Personal CFO secure?

Yes, Personal CFO prioritizes security with features like PIN protection and biometric options such as fingerprint and face recognition to keep your financial data safe.

What types of assets can I track with Personal CFO?

You can handle over 20 asset classes, including mutual funds, stocks, insurance, and real estate, with detailed insights and functionalities for adding, editing, and deleting them.

How quickly can I start using Personal CFO to invest?

The app is designed for quick onboarding, allowing you to be ready to invest within 10 minutes of setting up your profile.

Does Personal CFO have ads?

No, Personal CFO is ad-free, providing an uninterrupted experience for managing your finances.

What devices does Personal CFO support?

Personal CFO is available for iPhone, iPad, and iPod devices, offering a consistent experience across Apple's ecosystem.

How often is Personal CFO updated?

The app was last updated on January 4, 2026, with version 5.0.0, indicating active development and regular updates.

What is the age rating for Personal CFO?

Personal CFO has an age rating of 17+, suggesting it is intended for mature users due to the nature of financial management.