# Citrine

> Comprehensive wealth management app for tracking all financial assets and investments. (iPhone/iPad app by CITRINE FINANCIAL SERVICES LLP.)

- Source: https://appshunter.io/ios/app/citrine/id1433869609 (this page in markdown: same URL + `.md`)
- Developer: [CITRINE FINANCIAL SERVICES LLP](https://appshunter.io/developer/1433869608)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 87 MB
- Languages: American English
- Released: 2018-08-24
- Data updated: 2026-08-13
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/citrine/id1433869609/reviews.md

## What is Citrine?

Citrine is one-stop shopping for all your Wealth Management 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
- Easy login via your Google email id.
- 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 tracking
- Historical performance view
- Transaction statement access
- Capital gain reports
- Online investment in mutual funds
- SIP and STP tracking
- Retirement and SIP calculators

## Recent user reviews (4 of 4)

All indexed reviews: https://appshunter.io/ios/app/citrine/id1433869609/reviews.md

### 5/5 — Nice App

*2025-09-01, version 9.2.3*

It is a very good app and does its purpose of tracking mutual funds with precision. I need not cross check again with the actual market values. So that way it does it's job. The user interface is also elegant and smooth.

### 5/5 — Very Good Portfolio Tracker App

*2025-07-07, version 9.0.4*

It is crisp & concise portfolio tracker along with other features to do calculations on our own .

### 5/5 — Very informative Mobile app

*2023-08-14, version 2.2.5*

It’s is very informative app & easy to use . It give us the directions to have investment to achieve long term objective like daughter education & retirement planning

### 5/5 — Investment App

*2018-09-30, version 1.0*

Very informative and easy to use app.
All information available on a single tap.

## Frequently asked questions about Citrine

### What types of financial assets can I track with Citrine?

Citrine allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This ensures you have a complete overview of your financial portfolio.

### Can I download reports from Citrine?

Yes, Citrine offers complete portfolio report downloads that include all your assets. You can also download transaction statements for any period and a one-click statement of account for any Asset Management Company in India.

### Does Citrine offer investment tools?

Citrine enables you to invest online in any mutual fund scheme or New Fund Offer. It also provides tools to track all your orders until unit allotment, ensuring complete transparency in your investment process.

### What calculators are available in Citrine?

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

### How secure is my financial data with Citrine?

Citrine uses easy login via your Google email ID for access. While specific security protocols are not detailed, the app focuses on providing a secure environment for managing your sensitive financial information.

### What devices does Citrine support?

Citrine is available for both iPhone and iPad, allowing users to manage their finances across Apple's mobile ecosystem.

### How often is Citrine updated?

The latest version of Citrine is 9.5.7, and it was last updated on May 11, 2026. This indicates a commitment to regular updates and improvements for the application.

### Does Citrine have ads?

No, Citrine does not contain advertisements, providing an uninterrupted user experience for managing your finances.

## Version history (last 5 releases)

### 9.5.8 — 2026-08-12

- 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

### 9.5.7 — 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

### 9.5.2 — 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

### 9.4.7 — 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

### 9.3.2 — 2025-10-24

- 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

## Apps similar to Citrine

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Karv Capital](https://appshunter.io/ios/app/karv-capital/id6758013220) | — | Free | Finance |
| [Blue Lake Capital](https://appshunter.io/ios/app/blue-lake-capital/id6615081695) | — | Free | Finance |
| [WS FinServ](https://appshunter.io/ios/app/ws-finserv/id1459986154) | 5.0 (2) | Free | Finance |
| [Merks Capital](https://appshunter.io/ios/app/merks-capital/id1451052265) | 5.0 (1) | Free | Finance |
| [Citrine Invest](https://appshunter.io/ios/app/citrine-invest/id6483860976) | — | Free | Finance |
| [Viniog by Mutual Roof](https://appshunter.io/ios/app/viniog-by-mutual-roof/id6748017126) | — | Free | Finance |

---

*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 2026-08-13.*