# finozone

> Comprehensive financial portfolio management and investment tracking tool. (iPhone/iPad app by FINOZONE FINANCIAL SERVICES IMF PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/finozone/id6741463723 (this page in markdown: same URL + `.md`)
- Developer: [FINOZONE FINANCIAL SERVICES IMF PRIVATE LIMITED](https://appshunter.io/developer/1794273203)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 97 MB
- Languages: English
- Released: 2025-02-05
- Data updated: 2026-06-02
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/finozone/id6741463723/reviews.md

## What is finozone?

finozone 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 statement access
- Online mutual fund investment
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators


## Frequently asked questions about finozone

### What financial assets can I track with finozone?

finozone allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a consolidated view of your entire financial portfolio.

### Can I invest directly through finozone?

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

### Does finozone offer any financial calculators?

Yes, finozone 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 can I get my portfolio reports from finozone?

You can download complete portfolio reports, including all your assets, from finozone. Additionally, you can easily view historical performance and transaction statements for any period.

### Is finozone available on multiple devices?

finozone is available for both iPhone and iPad, allowing you to manage your finances across your Apple devices.

### How often is finozone updated?

The latest version of finozone is 1.3.8, and it was last updated on May 22, 2026. This indicates regular updates to enhance functionality and reliability.

### What is the user sentiment for finozone?

finozone has received an excellent rating of 5.0 stars from 1 rating, suggesting a highly positive user experience based on available data.

### Does finozone have ads?

No, finozone does not contain advertisements. As a free application, it provides an ad-free experience for managing your financial portfolio.

## Version history (last 5 releases)

### 1.3.8 — 2026-05-22

- 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

### 1.2.8 — 2026-01-16

- 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

### 1.2.3 — 2025-10-30

- 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

### 1.1.8 — 2025-10-29

BSE Order history - Added action to fetch Real time order status, New Investment NSE - Added option to Choose Folio bank, Enhanced Security Measures, Goal Planner - Edit / Delete Goals, Capital Gain Unrealized - As per New Income tax rules, Changed NSE Add Bank to Manage Banks and improved it`s functionality, Improved Transactions Screen, Fixed BSE,MFU Order placing issues, Fixed One-Day Change in Shares/Bonds.

### 1.1.1 — 2025-06-05

- Added NSE/BSE New Nominee Requirements
- Other fixes and updates

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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 2026-06-02.*