# Abacus Mutual

> Comprehensive financial portfolio tracker and investment platform. (iPhone/iPad app by ABACUS CORPORATION PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/abacus-mutual/id1606173339 (this page in markdown: same URL + `.md`)
- Developer: [ABACUS CORPORATION PRIVATE LIMITED](https://appshunter.io/developer/1606173341)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2022-01-27
- Data updated: 2026-08-16
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/abacus-mutual/id1606173339/reviews.md

## What is Abacus Mutual?

Abacus Mutual is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:

- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- PMS
- Insurance

Key Features:

- Complete Portfolio report download including all assets.
- View historical Performace of your Portfolio easily
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
- SIP Report to be informed of your Running and Upcoming SIPs, STPs.
- Insurance list to keep track of premiums to be paid.
- Folio details registered with each AMC.

Calculators and Tools available:

- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step up Calculator
- Marriage Calculator
- EMI Calculator

## Key features

- Complete portfolio reporting
- Historical performance tracking
- Transaction statements
- Online investment in mutual funds
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators


## Frequently asked questions about Abacus Mutual

### What financial assets can I track with Abacus Mutual?

Abacus Mutual allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a complete overview of your financial holdings in one place.

### Can I invest directly through Abacus Mutual?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Abacus Mutual. The app tracks all your orders until the allotment of units, ensuring complete transparency.

### Does Abacus Mutual offer any financial calculators?

Abacus Mutual includes a suite of useful financial calculators such as Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid your financial planning.

### How does Abacus Mutual help with insurance management?

The app provides an insurance list to help you keep track of premiums that are due. This feature ensures you don't miss any insurance payments and maintain continuous coverage.

### What kind of reports can I download from Abacus Mutual?

You can download complete portfolio reports including all assets, transaction statements for any period, and advanced capital gain reports. Additionally, it offers a 1-Click Statement of Account Download for any Asset Management Company in India.

### Is Abacus Mutual available on multiple devices?

Yes, Abacus Mutual is supported on both iPhone and iPad devices, allowing you to manage your finances across your Apple ecosystem.

### How often is Abacus Mutual updated?

The app was last updated on May 11, 2026, indicating ongoing development and support. The latest version available is 2.2.7.

### Does Abacus Mutual have ads?

No, Abacus Mutual does not contain advertisements. The app is free to use and does not display any ads, providing an uninterrupted user experience.

## Version history (last 5 releases)

### 2.2.8 — 2026-08-14

- Enhanced security with VAPT improvements & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Revamped Financial Calculators & improved Goal Reports
- Improved MF Central, Portfolio Reports & Navigation
- Improved Notifications, Multi-language, KYC & Risk Profile
- Improved CRM integration & Dashboard experience
- Performance improvements with bug & crash fixes

### 2.2.7 — 2026-05-11

- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated NSE NACH Bank API
- Introduced Dark Theme
- Enabled multi-language support
- Added font size customization
- Updated NAV Lookup & Factsheet (Mobile)
- Improved transactions pagination
- Fixed Portfolio as on Date
- General bug fixes & performance improvements

### 2.2.2 — 2026-03-17

- Mandatory Risk Profiling 
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator 
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues

### 2.1.7 — 2026-01-29

- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
- Fixed Crashes

### 2.1.2 — 2025-10-23

- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-16.*