My Portfolio

IFA-Planet

About this app

My Portfolio is the mobile app dedicated to the Mutual Fund Investors to analyze, monitoring and viewing purpose. With the help of this app, the Investors also track the various information about the Indian Mutual Fund industry.

Ratings and reviews

My overall experience is good, I especially liked the new UI in the recent update. The only concern and feedback is that once we click on a scheme to view the transactions it gives the oldest SIP transaction first which is not helpful. Show the latest transaction first so that we can check the unit allocated in recent transactions. Old transactions can be viewed by scrolling down.

New update doesn't contain My Portfolio which means transaction details along with daily P&L, over all return or loss and records of investment from beginning for each fund is missing in new update... revert to the old version or have all the features of old version.. Indeed, i didn't like new update at all.. FYI..i check this app regularly in my mobile. i have mailed with my mail id...still it is not reverted to old version...i have even re installed the app

I have just updated the application and now when I am login using my mpin when it to saying client email not sent please check what is this issue I did my password reset then it worked but after that it stopped working showing that client email not sent

What’s new

* Added Top Holdings view by Sector and Equity
* Explore New Fund Offers (NFOs) and Specialized Investment Funds (SIFs)
* Generate CAS Statements directly from the app
* View Capital Gain reports from CAMS and KFintech directly from the app
* Performance improvements and enhanced user experience