About this app
Skyline Advisors mobile app is a portal to your experience with our team. -You can view accounts, holdings and balances. -View and configure account performance. -View and receive Skyline reports -View custodial statements from others, such as Charles Schwab -Access a document vault to upload and download pertinent documents -Access and update your financial profile -Interact with financial planning tools -Aggregate outside accounts for a complete Household financial statement -View a Skyline Advisors newsfeed -And much more!
Latest release
What’s New
- 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
Audience growth
Ratings growth
Baseline captured. Growth appears after the crawler observes a changed rating count.
Momentum comes from crawler snapshots for the tracked storefront. “Viral growth signal” means unusually fast recent rating gains; it is an indicator, not download data.
Price tracking
Price intelligence
First snapshot captured. The trend line starts after the next crawler price observation.
- First observed Aug 19, 2026 · 11:31 AM Free
Screenshots
