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About 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.

Portfolio View By Carson details

Portfolio View By Carson is a free Finance app for Android with 100+ installs on Google Play. It was released on May 22, 2026 and last updated on July 29, 2026. It's developed by Carson Group Holdings. It requires Android 7.0 or later.

Category
Finance
Installs
100+
Price
Free
In-app purchases
No
Ads
No ads
Current version
1.0.3
Requires Android
7.0
Content rating
Everyone
Released
May 22, 2026
Last updated
July 29, 2026
Developer
Carson Group Holdings

What’s new in Portfolio View By Carson

Bug Fixes

Version 1.0.3 · Updated July 29, 2026

Alternatives to Portfolio View By Carson

Looking for apps like Portfolio View By Carson? Here are 6 similar Android apps on Google Play. The highest rated is MyUnum for Members (4.8/5), and all 6 are free to download.

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MyUnum for Members

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Blaaiz

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1st Source Mobile Banking

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New and improved 1st Source Bank Mobile App

Portfolio View By Carson vs. alternatives
App Rating Price Installs Last updated
Portfolio View By Carson – Free 100+ Jul 29, 2026
Goldman Sachs Wellness 3.9 / 5 Free 10+ –
GrabrFi: US Account 4.4 / 5 Free 500+ –
Hamilton Aquatics – Free 5,000+ Sep 2, 2026
MyUnum for Members 4.8 / 5 Free 100,000+ –
Blaaiz 4.0 / 5 Free 1,000+ –
1st Source Mobile Banking 4.6 / 5 Free 100,000+ May 5, 2026