I have been using this app since it s beta launch. I find it very easy to use to the extent that if I didn't have this app I would not have got around to do some of the investment that I did. Our habit to put off investment because of the tedious process it involves is addressed by this app and that alone makes this app a must have for all.
App is ok. My portfolio never refreshed automatically and every time I tried to refresh I get a mail that the refresh was unsuccessful. There is no latest Nav date on portfolio, So if when I check latest values, I don't know if that is previous day Nav or the current day. Pricing is also little expensive, but there is a first 6months free though I am not sure if I would use it considering the problems.
No response from their support team even after submitting the common account statement. Revised Rating 4/5. I received a call back from WealthTrust team and they could map most of my holding but not all. Appreciate fast turnaround. Looking forward for total portfolio migration
Edit Still there is delay in auto refreshing the portfolio.. Otherwise a great app and I recommended it my friends. (Why the portfolio is not auto updated. I have redeemed a mf scheme completely still its showing in my portfolio..)
The app is awesome just one flaw We cannot see todays 'NAV' of mutual funds......thanks for adding nav details but can u add a feature of no. of installments deducted from my bank to sip like for eg sip installment no 1,2,3,4......
Good app. But I am getting a server error while trying to open it today. Can you please fix it.
Added Current NAV and NAV date in the scheme details page
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