# Portfolio View by Carson

> Mobile app for viewing investments, net worth, assets, and liabilities. (iPhone/iPad app by CARSON GROUP HOLDINGS, LLC.)

- Source: https://appshunter.io/ios/app/portfolio-view-by-carson/id6760143275 (this page in markdown: same URL + `.md`)
- Developer: [CARSON GROUP HOLDINGS, LLC](https://appshunter.io/developer/1615594419)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 16.6 · 108 MB
- Languages: American English
- Released: 2026-06-01
- Data updated: 2026-08-19
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/portfolio-view-by-carson/id6760143275/reviews.md

## What is Portfolio View by Carson?

Portfolio View by Carson is a simple mobile app that helps you stay connected to your financial picture wherever you are.
Quickly view your investments, net worth, assets, and liabilities in a secure mobile experience designed for easy check-ins and everyday visibility.
Portfolio View makes it easy to stay informed between advisor conversations while keeping your financial information accessible anytime, anywhere.

Features include:
·      Investment and net worth visibility
·      Assets and liabilities overview
·      Secure login with biometric authentication
·      Easy access to contact your advisor

Portfolio View provides a consistent and reliable view of your financial information across devices.

## Key features

- Investment visibility
- Net worth tracking
- Assets and liabilities overview
- Secure biometric login
- Advisor contact access


## Frequently asked questions about Portfolio View by Carson

### What is Portfolio View by Carson?

Portfolio View by Carson is a mobile application designed to provide users with a clear and accessible overview of their financial picture, including investments, net worth, assets, and liabilities.

### Is Portfolio View by Carson secure?

Yes, Portfolio View by Carson offers a secure mobile experience with features like biometric authentication for login, ensuring your financial information is protected.

### What financial information can I view with Portfolio View by Carson?

You can quickly view your investments, net worth, assets, and liabilities. It provides an overview to keep you informed between advisor conversations.

### Does Portfolio View by Carson have ads?

No, Portfolio View by Carson does not contain advertisements, providing an uninterrupted experience for users.

### On which devices can I use Portfolio View by Carson?

Currently, Portfolio View by Carson is supported on iPhone devices, offering a consistent and reliable view of your financial information.

### How often is Portfolio View by Carson updated?

The latest version of Portfolio View by Carson is 1.0.2, and it was last updated on June 11, 2026, indicating active development and maintenance.

### What is the user rating for Portfolio View by Carson?

Portfolio View by Carson has received an excellent rating of 5.0 stars from 2 user reviews, suggesting high user satisfaction.

### Can I contact my advisor through Portfolio View by Carson?

Yes, Portfolio View by Carson provides easy access to contact your advisor, facilitating communication and financial discussions.

## Version history (last 3 releases)

### 1.0.3 — 2026-07-31

Bug Fixes

### 1.0.2 — 2026-06-11

Various bug fixes

### 1.0.0 — 2026-06-01

No release notes.

## More apps by CARSON GROUP HOLDINGS, LLC

- [Carson Group Events](https://appshunter.io/ios/app/carson-group-events/id1615594417)

All apps by CARSON GROUP HOLDINGS, LLC: https://appshunter.io/developer/1615594419

## Related topics

[carson](https://appshunter.io/ios/topics/carson)

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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 2026-08-19.*