# Cointree India

> Comprehensive financial portfolio tracker and investment platform for Indian assets. (iPhone/iPad app by COINTREE INDIA FINMAN PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/cointree-india/id1625695228 (this page in markdown: same URL + `.md`)
- Developer: [COINTREE INDIA FINMAN PRIVATE LIMITED](https://appshunter.io/developer/1625695230)
- Category: Finance
- Price: Free
- Rating: 3.50/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2022-05-27
- Data updated: 2026-08-15
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/cointree-india/id1625695228/reviews.md

## What is Cointree India?

Cointree India is one-stop shopping for all your investment 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
- Investment in mutual funds
- Advanced capital gain reports
- SIP and insurance tracking
- Financial calculators


## Frequently asked questions about Cointree India

### What types of financial assets can I track with Cointree India?

Cointree India allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance, providing a unified view of your financial holdings.

### Can I invest directly through Cointree India?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Cointree India. The app tracks all orders until unit allotment for transparency.

### What kind of reports can I download from Cointree India?

You can download complete portfolio reports, transaction statements for any period, statements of account for any Asset Management Company in India, and advanced capital gain reports.

### Does Cointree India offer any financial planning tools?

Cointree India includes several useful calculators and tools for financial planning, such as Retirement, SIP, SIP Delay, SIP Step up, Marriage, and EMI calculators.

### How secure is my financial data with Cointree India?

The app uses easy login via your Google email ID. While specific security protocols are not detailed, it aims to provide a secure platform for managing your financial information.

### What devices is Cointree India available on?

Cointree India is available on iPhone and iPad devices, allowing users to manage their finances on the go.

### How often is Cointree India updated?

The latest version of Cointree India is 1.5.8, last updated on January 29, 2026. Updates are released periodically to improve functionality and add features.

### What is the user sentiment for Cointree India based on ratings?

Cointree India has an average rating of 3.5 stars from 2 ratings. This suggests a mixed user reception, with room for improvement in user experience or features.

## Version history (last 5 releases)

### 1.5.9 — 2026-08-11

- 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

### 1.5.8 — 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

### 1.4.3 — 2025-11-08

- 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

### 1.3.8 — 2025-11-02

- 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

### 1.3.1 — 2024-12-20

- Added CAS Import
- Capital Gain Report for FY 2024-25
- Added Nominee & Guardian relation in onboarding
- Added Mobile & Email Relationship in onboarding
- Fixed Order Purchase Confirmation issue
- Updated MFU onboarding as per New Norms
- Updated MFU Mandate Authorisation Process

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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 2026-08-15.*
