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About Searcy Financial Mobile

Performance Reporting & Financial Plan Summary: Gain access to consolidated reports for all your accounts. These reports are updated daily and provide valuable insights into your performance, capital gains/losses, and current holdings.

What’s new

Version 5.23.0 · Updated July 19, 2026

- 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

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