# Personal CFO

> Consolidates financial accounts and investments for simplified family finance management. (iPhone/iPad app by Finance With Sharan.)

- Source: https://appshunter.io/ios/app/personal-cfo/id6505144567 (this page in markdown: same URL + `.md`)
- Developer: [Finance With Sharan](https://appshunter.io/developer/1631535572)
- Category: Finance
- Price: Free
- Age rating: 17+
- Requires: iOS 13.0 · 73 MB
- Languages: American English
- Released: 2024-08-28
- Data updated: 2026-08-18
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/personal-cfo/id6505144567/reviews.md

## What is Personal CFO?

Personal CFO is designed to streamline your personal finance management by consolidating all your financial accounts into a single platform. With the ""One Family - One Account"" feature, you can effortlessly manage your family's investments and personal data in one place, making financial management simple and efficient.

The app offers an intuitive interface with multiple themes for a rich and engaging user experience. Onboard yourself and be ready to invest within 10 minutes. The profile page brings all your investment accounts, mandates, and personal information together, enhancing accessibility and convenience.

Security is a priority with Personal CFO. The app includes robust measures like PIN protection and biometric options such as fingerprint and face recognition, ensuring your data is secure.


Handle over 20 asset classes, including mutual funds, stocks, insurance, and real estate, with detailed insights and improved functionalities for adding, editing, and deleting assets. Personal CFO is your go-to app for secure and comprehensive financial management.

## Key features

- Consolidate all financial accounts
- Family finance management
- Intuitive interface with themes
- Quick onboarding for investing
- Comprehensive asset tracking
- Robust security features

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/personal-cfo/id6505144567/reviews.md

### 1/5 — Personal CFO is just a joke

*2025-08-15*

First train your guys and then give us financial advise

## Frequently asked questions about Personal CFO

### 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.

## Version history (last 5 releases)

### 5.0.0 — 2026-01-04

UI updated

### 2.0.0 — 2024-09-12

Version update

### 1.2 — 2024-09-12

UI design Updated

### 1.1 — 2024-09-09

UI updated

### 1.0 — 2024-08-28

No release notes.

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## More apps by Finance With Sharan

- [1% Club](https://appshunter.io/ios/app/1-club/id1631535570)

All apps by Finance With Sharan: https://appshunter.io/developer/1631535572

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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 2026-08-18.*