Track My Fund Portfolio India
Track mutual fund investment.
Free · Designed for iPad
Track and manage your mutual fund investments (India) easily. Monitor portfolios, SIPs, NAV updates, returns, and export reports to PDF or Excel. Stay in control anytim
Introducing the Personal MF Portfolio app, your all-in-one solution to keep track of your mutual fund investments in the ever-changing Indian market. Now, managing your investments is easier than ever!
Exciting Features:
Portfolio Management: Create and keep an eye on multiple portfolios effortlessly. Get insights into each portfolio's performance, including how much you've invested, its current value, total profit or loss, and daily changes. Just press and hold to delete portfolios you no longer need.
Scheme Analysis: Dive deep into your investments with detailed information about each scheme. Find out how much you've spent, its current value, profit or loss, average NAV, total units, latest NAV, and NAV date. Deleting unwanted schemes is as easy as a long press.
Payment Tracking: Stay on top of your SIP and lump sum investments with organised payment details sorted by dates. Keep an eye on total returns, upcoming SIP dates, and easily manage any missed payments with simple options.
Investment Entry: Adding SIP and lump sum investment details is a breeze. For lump sum investments, just enter the amount and date, and the app will fetch NAV and units automatically. Similarly, for SIP investments, provide start date, amount, frequency (Weekly, Fortnightly, Monthly, Quarterly), and instalments, and let the app handle the rest.
Automatic Updates: Never miss out on new mutual fund schemes hitting the Indian market. The app adds them automatically for your convenience. Daily latest NAV (Net Asset Value) will be updated automatically for all your invested mutual funds schemes.
Multi-Device Access: Access your account from multiple devices effortlessly. Switch between devices seamlessly, so you're always connected to your investments. Forgot your password? No worries! Use the password recovery option for hassle-free access.
Experience the Power of Personal MF Portfolio:
Effortlessly manage your mutual fund investments with detailed insights, thorough scheme analysis, and easy payment tracking. Stay ahead of the game with automatic updates and multi-device access. Download the app now and take charge of your financial future!
Export to PDF or Excel file:
Introducing a powerful new feature to our app: Export Portfolio to PDF or Excel file (XLSX file). Now, managing and showcasing your portfolio is easier and more professional than ever before.
DISCLAIMER: Financial data in this app is for general information only and should not be relied upon as accurate. Developer does not guarantee its availability, accuracy, completeness, reliability, or timeliness.
Ratings & Reviews
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Updated app with latest iOS version and other performance related changes.
The developer, Chandrika Dalwadi, 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 Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Identifiers
Data Linked to You
The following data may be collected and linked to your identity:
- Identifiers
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Chandrika Dalwadi
- Size
- 77.7 MB
- Category
- Finance
- Compatibility
Requires iOS 13.0 or later.
- iPhone
Requires iOS 13.0 or later. - iPad
Requires iPadOS 13.0 or later. - iPod touch
Requires iOS 13.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
18+
- 18+
- Contains
Advertising
- Copyright
- © ACKAD Developer