My Portfolio - India (Track Mutual Funds)

A simple application to keep track of your mutual fund investments.

Changes 3.2.r : Version 1.2: Fix for potential crash on restore

● Report on all transactions done since FY 2014-15 ● Support for historical data since last 5 years/FY 2014-15 ● Transactions are now grouped by financial year ● Support for perpetual SIP (leave the number of instalments blank or 0 while adding SIP) ● Full support for Oreo 8.1 ● Support for dynamic shortcuts (upto 3) for direct access to portfolios ● Direct option for prematurely stopping a SIP

APK Description:

A simple application to keep track of your mutual fund investments.

IMPORTANT NOTICE:

Recently, pursuant to directions from SEBI, name of several schemes have/are being changed and several schemes have merged with another. Follow the following instructions in case you are affected: -

● Make sure you update scheme list (select 'Update schemes list' option in Settings)

● If a scheme in your portfolio has been renamed, but it is not reflected in the app; sit back and relax, no action is needed on your part. Changes shall be incorporated in the app soon.

● If a scheme in your portfolio has merged with another; you have to redeem all the units in old scheme on the last date of operation and add new investment (with amount as redeemed in old scheme).

FEATURES:

● Does not need any confidential information; no user id or password needed. Your information stays always on your device. You can even create and manage your virtual portfolio.

● Track an unlimited number of funds

● Supports one time investments, SIPs, redemption, dividend (manual).

● Automatic SIP handling from April 2014 onward.

● Automatic daily NAV updates.

● Performance analysis.

● Supports upto 7 portfolios/profiles.

● Daily notification (Notifications is shown around 10:00 am IST)

● Automatic (cloud) Backup and Restore - Need to enable Backup & Restore in your Android device settings. Manual backup/restore to/from external storage and Google Drive is also supported.

● Export CSV

● Very light on data usage

● Clean, light user interface

● Dark/Light changeable theme

● Free (Ad supported - Only small banners at the bottom of screen; no pop-ups; no inappropriate ads)

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Please report any crash/undesired behaviour too - only then we can fix it.

PRIVACY POLICY: No user data is collected/stored on our server.

DISCLAIMER: Financial data provided in this application is for general informational purposes only and should under no circumstances be relied upon as accurate. The developer does not take any responsibility for its availability, accuracy, completeness, reliability or timeliness.

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