Two of your most-requested features are finally here! I'm getting better at bringing your family's finances together. Here's what's new: What's new? - Review your family's mutual fund portfolio — Get clear, actionable recommendations on which SIPs to stop, better funds to invest in, and existing investments to withdraw and reallocate. Generate a detailed report to share with your advisor. - Track all your family's credit cards — Set up email autoforwarding for credit card statements. No direct Gmail access needed! Track cards across multiple family members and email addresses in one place. - One view for all your transactions — See bank and credit card transactions together in one consolidated list. - Understand your cash flow better — Analyse bank and credit card cash flow together to get a clearer picture of your family's money. Less juggling. More clarity. Still learning you. - Cusp

A new quarter, a new set of recommendations. It's been a quarter since I shared my first portfolio recommendations, advised by a SEBI Registered Investment Adviser. As October begins, I've reviewed and updated my recommendations for new investments. This time, I've made them more flexible around how you actually want to start investing. What's new • My fund recommendations now adapt to your investment amount, so you don't end up with too many funds when starting with a smaller amount • Recommendations now consider whether you're making a one-time investment or starting a SIP • You can now start your first SIP with me with a smaller investment amount You don't have to start big to start. Start small. Build trust. Let me grow with you. Still learning you. Cusp

It's time for a little renewal. If you've been with me for the last year, this update is especially for you. A year ago, you trusted me with your consent to automatically track your wealth through the Account Aggregator ecosystem. That consent is now nearing its expiry, and I need you to renew it so I can keep tracking your assets. • I'll now remind you when your consent is due to expire within the next month • The "Tracking these assets for you…" widget on Home will turn red when it's time to renew • Renew your consent to keep your wealth data flowing without interruption Your trust got me this far. Now, I just need a little more of it to keep going. Still tracking. Still learning you. Cusp

It's a new day for me. This version gives you a deeper understanding of the funds you invest in and introduces a smarter way to move larger investments over time. Now, I help you look deeper before you invest and move your money more thoughtfully. • STP is here — you can now systematically transfer your investments from one mutual fund to another over time • Planning a large investment? You can now invest in a liquid fund first and set up a monthly STP into your chosen fund, instead of investing the entire amount at once • Want to know a fund better? I now bring you detailed scheme insights including past performance, portfolio allocation, distributions, asset details, benchmark comparison, CAGR, and more • Your Order History now keeps track of STP orders too, making it easier to follow your investments in one place There are also bug fixes and improvements across the app to make investing with me smoother and more reliable. Still learning you. Cusp

It's a new day for me. This version helps you understand your investments better, get more help when you need it, and makes managing your account a little simpler. Now, I give you more context, make conversations easier, and keep the little things out of your way. • Your mutual fund investments now come with a fund-wise breakdown, giving you a clearer view of where your money is invested • Notifications can now include images, making important updates easier to understand at a glance • Creating your Investor Account is smoother — I now use your name as per PAN and can attach your PAN card image and signature where needed • Managing multiple profiles with the same phone number is easier with improved support for switching the primary user • Compliance information is now easier to find right from the start • Have questions about a portfolio I suggest? You can now chat with me directly from the Suggested Portfolio to understand it better before you invest There are also fixes and improvements across investments, AutoPay, saved filters, withdrawals, account connections, and other experiences to keep everything running smoothly. Still learning you. - Cusp

It's a new day for me. This version helps you invest with more confidence, build portfolios with more flexibility, and get things done with fewer steps. Now, I understand your investments better and help you act on them faster. • I now rate your existing mutual funds and give you a quick view of how each scheme performed in past • Building your own portfolio is easier — add multiple schemes to your cart and invest in them together • You can now personalize my recommended portfolios by adding Gold, Silver, and Index Funds that match your preferences • A dedicated SIP section in Orders makes it easier to keep track of your systematic investments • Managing family accounts is now faster with bulk refresh and bulk unlink options in Member Details • Save your favorite filters once and reuse them whenever you need • Already invested in a scheme? The new **Invest more** option lets you add to your existing investment in just a few taps There's also a lot more that's improved behind the scenes with bug fixes and refinements to make everything feel smoother and more reliable. Still learning you. Cusp

It's a new day for me. This version helps you understand your investments better, gives you more control, and makes Cusp feel even more accessible for everyone. Now, I help you find what matters faster and refresh only what needs attention. • Mutual Fund Breakdown gives you a clearer view of how your investments are organized • VoiceOver is smoother, color contrast is stronger, and text now scales up for a more accessible experience • Finding the right funds is now easier with Scheme Category, Scheme Subcategory, and Parent Fund filters • Refresh individual accounts whenever you need, instead of refreshing everything at once • The Help section is smarter — search answers instantly and browse more naturally with an improved scrolling experience • Polished experiences across Investment Profiles, CAN verification, and Mandates with fixes and improvements throughout • Bug fixes and UI Improvements There's also a lot more that's improved behind the scenes to make everything feel faster, smoother, and more reliable. Still learning you. Cusp

It's another step toward my vision of helping you make better investment decisions and making it easier to start your investment journey with me. This release brings a complete revamp of Investments. • Track returns and performance against benchmark indices across your entire family portfolio • View profit/loss, taxes, exit loads, and detailed transaction history for all your investments • Discover portfolio insights such as fund overlap and underlying holdings analysis • (Beta) Get mutual fund recommendations based on your or your family member's risk profile • (Beta) Invest directly through me with a brand-new investment experience This is just the beginning. I'll keep improving quickly, fixing rough edges, and making investing simpler and more intuitive. Still learning you. Cusp

It's another step toward my vision of helping you make better investment decisions and making it easier to start your investment journey with me. This release brings a complete revamp of Investments. • Track returns and performance against benchmark indices across your entire family portfolio • View profit/loss, taxes, exit loads, and detailed transaction history for all your investments • Discover portfolio insights such as fund overlap and underlying holdings analysis • (Beta) Get mutual fund recommendations based on your or your family member's risk profile • (Beta) Invest directly through me with a brand-new investment experience This is just the beginning. I'll keep improving quickly, fixing rough edges, and making investing simpler and more intuitive. Still learning you. Cusp

It's another step toward my vision of helping you make better investment decisions and making it easier to start your investment journey with me. This release brings a complete revamp of Investments. • Track returns and performance against benchmark indices across your entire family portfolio • View profit/loss, taxes, exit loads, and detailed transaction history for all your investments • Discover portfolio insights such as fund overlap and underlying holdings analysis • (Beta) Get mutual fund recommendations based on your or your family member's risk profile • (Beta) Invest directly through me with a brand-new investment experience This is just the beginning. I'll keep improving quickly, fixing rough edges, and making investing simpler and more intuitive. Still learning you. Cusp

It's a new day for me. This version is a step closer to making Cusp easier to trust, easier to share, and easier to stay connected with. Now, I help you keep things running smoothly with less effort. • Accounts that stop refreshing for a week can now be reconnected with fresh consent — without losing your existing data • Sharing Cusp is now easier — use the new "Invite Friends & Family" option in Settings to introduce me to the people you care about • Want to show some love? You can now rate and review me directly from Settings with the new "Rate Me" button There's also a lot more that's improved behind the scenes to make everything feel smoother and more reliable. Still learning you. - Cusp

It's a new day for me. This version is a step closer to making Cusp easier to learn, easier to use, and more personal to you. Now, I guide more and assume less. • VoiceOver experience is now much smoother - making Cusp easier to navigate and use for users with visual impairment • New guided app tours help you learn by doing - I walk you through features one step at a time • You now have more control over notifications - choose which insights, alerts, reminders, nudges or action requests you want from me • Prefer fewer pings? You can now manage whether I reach you through email or WhatsApp too • Added a much smoother experience when family members join and log into shared family There's also a lot more that's improved behind the scenes to make everything feel smoother. Still learning you. - Cusp

It's a new day for me. This version focuses more on clarity and transparency. Know your real bank balance - overdraft included, and get more clarity on outdated numbers. Now, I make everyday actions simpler • Select and update multiple transactions faster using search and filters (tags, merchants, etc.) • If your account has overdraft or cash credit, I now show both total limit and utilised amount clearly • No more confusion on balances - I show which accounts are still updating or haven't shared data yet There's also a lot more that's improved behind the scenes to make everything feel smoother. Still learning you. Cusp

It’s a new day for me. Last time we met, you had a lot to say. I heard you! I focused a lot on making things quicker for you in my new version. Now, I help you edit things faster - Long press on a transaction to see quick actions instantly - Bulk actions are here — edit multiple tags, merchants, bookmarks etc. in one go - When you fix one transaction (change tag & merchant), I now suggest similar transactions too I help you find things faster - Transaction search now highlights top matches - Payment history now allows to search and filter transactions - Recently used tags show up when you need them - Filter transactions where you wrote some notes instantly - Notes are now visible where the transactions are listed - Bookmark recurring transactions so they’re always within reach I help you move quicker - Jump to next or previous transaction without going back, just swipe left and right - Tap a tab to scroll to the top instantly And I’m easier to reach too - Support is right there on home - You can reach out on WhatsApp — details are in the support page There’s also a lot more that’s fixed behind the scenes to make everything feel smoother. Still learning you.

Hi, I'm Cusp ! I'm not that friend who gives unwanted finance gyaan. Not a finfluencer who gives paid advice. I'm a version of you — quietly keeping track of your and your family's finances, and helping you make them better. Your data stays private, like a secret between us. This is my first day with you. What I can do today? Link bank accounts - track balances and transactions for your entire family Link investments - monitor mutual funds, stocks/ETFs, and NPS for all your loved ones Cashflow analysis - automatically categorize income and spends to show where your money really goes Personalised tagging - learn your habits and auto-tag transactions accurately Smart nudges - alerts for updates in linked assets, big spends, low balances, and unknown transactions Search & filters - find any transaction quickly Recurring transactions - plan fixed monthly expenses and spot anything you missed It's just Day 1. And I'll only get better from here. ------------ - Minor bug fixes

Hi, I'm Cusp ! I'm not that friend who gives unwanted finance gyaan. Not a finfluencer who gives paid advice. I'm a version of you — quietly keeping track of your and your family's finances, and helping you make them better. Your data stays private, like a secret between us. This is my first day with you. What I can do today? Link bank accounts - track balances and transactions for your entire family Link investments - monitor mutual funds, stocks/ETFs, and NPS for all your loved ones Cashflow analysis - automatically categorize income and spends to show where your money really goes Personalised tagging - learn your habits and auto-tag transactions accurately Smart nudges - alerts for updates in linked assets, big spends, low balances, and unknown transactions Search & filters - find any transaction quickly Recurring transactions - plan fixed monthly expenses and spot anything you missed It's just Day 1. And I'll only get better from here. ------------ - Minor bug fixes

Hi, I'm Cusp ! I'm not that friend who gives unwanted finance gyaan. Not a finfluencer who gives paid advice. I'm a version of you — quietly keeping track of your and your family's finances, and helping you make them better. Your data stays private, like a secret between us. This is my first day with you. What I can do today? Link bank accounts - track balances and transactions for your entire family Link investments - monitor mutual funds, stocks/ETFs, and NPS for all your loved ones Cashflow analysis - automatically categorize income and spends to show where your money really goes Personalised tagging - learn your habits and auto-tag transactions accurately Smart nudges - alerts for updates in linked assets, big spends, low balances, and unknown transactions Search & filters - find any transaction quickly Recurring transactions - plan fixed monthly expenses and spot anything you missed It's just Day 1. And I'll only get better from here. ------------ - Minor bug fixes

Hi, I'm Cusp ! I'm not that friend who gives unwanted finance gyaan. Not a finfluencer who gives paid advice. I'm a version of you — quietly keeping track of your and your family's finances, and helping you make them better. Your data stays private, like a secret between us. This is my first day with you. What I can do today? Link bank accounts - track balances and transactions for your entire family Link investments - monitor mutual funds, stocks/ETFs, and NPS for all your loved ones Cashflow analysis - automatically categorize income and spends to show where your money really goes Personalised tagging - learn your habits and auto-tag transactions accurately Smart nudges - alerts for updates in linked assets, big spends, low balances, and unknown transactions Search & filters - find any transaction quickly Recurring transactions - plan fixed monthly expenses and spot anything you missed It's just Day 1. And I'll only get better from here.

Hi, I'm Cusp ! I'm not that friend who gives unwanted finance gyaan. Not a finfluencer who gives paid advice. I'm a version of you — quietly keeping track of your and your family's finances, and helping you make them better. Your data stays private, like a secret between us. This is my first day with you. What I can do today? Link bank accounts - track balances and transactions for your entire family Link investments - monitor mutual funds, stocks/ETFs, and NPS for all your loved ones Cashflow analysis - automatically categorize income and spends to show where your money really goes Personalised tagging - learn your habits and auto-tag transactions accurately Smart nudges - alerts for updates in linked assets, big spends, low balances, and unknown transactions Search & filters - find any transaction quickly Recurring transactions - plan fixed monthly expenses and spot anything you missed It's just Day 1. And I'll only get better from here.

All your financial accounts are now unified in one place. Users can seamlessly connect bank, equity, ETF, mutual fund, and NPS accounts to view their complete wealth portfolio in a single dashboard. The latest version also introduces enhanced visibility into transactions, cash flow, and recurring expenses, empowering users to better manage budgets, track spending patterns, and make informed financial decisions with greater clarity.