Inacle Client

Mutual fund portfolio tracker

Free · Designed for iPad. Not verified for macOS.

Track your mutual fund portfolio with precision. Get real-time insights, performance analytics, and comprehensive reports. Track your mutual fund portfolio with precision. Get real-time insights, performance analytics, and comprehensive reports. Inacle Client is your complete mutual fund investment companion, designed to help you monitor, analyze, and optimize your portfolio with professional-grade tools and insights. COMPREHENSIVE PORTFOLIO DASHBOARD Get instant visibility into your investments with a unified dashboard showing total investment value, current valuation, dividend earnings (both paid and reinvested), overall gain/loss, and portfolio XIRR. DETAILED STATEMENT OF ACCOUNTS Access in-depth information for every fund in your portfolio, including investment amounts, unit holdings, NAV, market values, transaction history, absolute returns, and XIRR. PORTFOLIO SUMMARY & ANALYTICS View consolidated holdings across all folios with performance metrics such as absolute returns, XIRR, average cost, and weighted portfolio distribution. TRANSACTION HISTORY Track all transactions with complete details including date, transaction type, NAV, units, balance units, and current value. SEAMLESS PORTAL ACCESS Direct login to the Inacle portal for additional account management and investment operations. Note: This app is a read-only reporting tool for mutual fund investments in India. It does NOT involve cryptocurrency, exchange services, or any financial transactions. Users can only view their existing mutual fund investment details—no buying, selling, or trading is possible through this app.

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The developer, Girish M R, 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 Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info
  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Contact Info

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

The developer has not yet indicated which accessibility features this app supports. Learn More

Seller
  • Girish M R
Size
  • 20.4 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
Copyright
  • © Salient Software Solutions