MoneyTree by Siddarth Sharma 17+

Siddarth Sharma

Designed for iPad

    • Free

Screenshots

Description

MoneyTree by Siddarth Sharma is a app brought to you by Siddarth Sharma

This App is for Investors to track their Investment Portfolio and know about our services.

Products covered include Mutual Funds & Equity Shares.

Key Features:

1. Family Portfolio - Check updated Family Portfolio.
2. Applicant Portfolio - Check updated Applicant wise Portfolio.
3. Asset Allocation - Get the details of your Net Worth and its composition.
4. Sector Allocation - Get to know sector-wise allocation of your investment.
5. Scheme Allocation - Total exposure in different schemes and its current value.
6. One Day Change - Check how your Schemes performed yesterday.
7. Latest NAV - Track the NAV for any schemes.
8. Scheme Performance - Check the Top Performing Scheme based on returns.
9. By Folio - Check your scheme-wise and folio wise balance units and current values.
10. Tools - Contains different financial calculators for your help.

PS: To access portfolio in this app you must have Online Portfolio Viewer Account provided by Siddarth Sharma.

To get an account with us please email us at SIDDARTH.SHARMA@MONEYTREEADVISORS.COM

What’s New

Version 1.3

1. Bug Fixes.
2. Https Links Updated

App Privacy

The developer, Siddarth Sharma, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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