The CV Advisors app is designed to give our clients the ability to securely view and monitor their portfolio and accounts, to track performance of investments and markets, and to stay informed.
Updated on
May 27, 2026
Finance
Data safety
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Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
Personal info, App info and performance, and Device or other IDs
Data is encrypted in transit
You can request that data be deleted
See details
What’s new
Assets counter on private investment table Line break on treasuries copy for liquidity summary Add $ amount to Asset Allocation History Change date to the first position on the transactions excel export Rename treasuries in liquidity summary and table Sponsor filter resets is not working correctly Remove gps permision from Android app Update iOS app to SDK 26