# Finpeg: Mutual Fund & Analysis > Intelligent mutual fund investing with AI-driven asset allocation and automated portfolio management. (iPhone/iPad app by Neam Caps Private Limited.) - Source: https://appshunter.io/ios/app/finpeg-mutual-fund-and-analysis/id1471498985 (this page in markdown: same URL + `.md`) - Developer: [Neam Caps Private Limited](https://appshunter.io/developer/1471498984) - Category: Finance - Price: Free - Rating: 5.00/5 from 1 App Store ratings - Age rating: 4+ - Requires: iOS 15.6 · 68 MB - Languages: American English - Released: 2019-08-29 - Data updated: 2026-08-12 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/finpeg-mutual-fund-and-analysis/id1471498985/reviews.md ## What is Finpeg? finpeg is a mutual fund research and investing companion built for Indian investors who want institutional-grade tools, backed by the guidance of a real, dedicated Relationship Manager (RM) when it's time to act. Unlike self-execute trading apps that hand you a "buy" button and leave you on your own, finpeg gives you powerful research and planning tools to build genuine conviction. When you're ready, you invest through your own RM/advisor -- someone who knows your goals and helps you follow through with confidence. RESEARCH & ANALYSIS TOOLS (Tools tab) Super Screener Screen mutual funds across 400+ fundamental and technical metrics. Build custom filters on returns, risk, ratios, holdings and more to shortlist funds that truly match your criteria. Strategy Builder Design rule-based, multi-fund strategies and backtest them bias-free against historical data. Paper trade a strategy first to see how it would have performed before you commit. Factor Model Weight funds by value, momentum, quality and other established factors to build a portfolio aligned with your own investing philosophy. MagicBoard Quickly filter funds by category and benchmark to narrow a universe of options in seconds. Alpha Analysis Calculate alpha, beta and R-squared for any fund against any benchmark over a custom date range -- see how much of a fund's return is skill versus market exposure. Compare Funds Put funds side by side across the metrics that matter, so choosing between two "good" options gets easy. Calculators SIP, Lumpsum, SWP and rolling-returns calculators to model outcomes before you plan your next move. YOUR PORTFOLIO, ALL IN ONE PLACE Get a consolidated view of everything you hold -- total value, XIRR, and day/total gain in one screen. Drill into holdings, asset allocation and complete transaction history. Download a portfolio report as a PDF whenever you need one, and view your holdings mapped to your financial goals. STAY ON TOP OF THE MARKET •⁠ ⁠Watchlist: track funds you're interested in before you act •⁠ ⁠Global search: find any fund instantly •⁠ ⁠Home dashboard: your portfolio snapshot alongside a markets overview -- Nifty 50, Nifty Bank, sectoral indices and more •⁠ ⁠A clean, modern interface with full dark mode and light mode support HOW INVESTING WORKS ON FINPEG finpeg is built for research, screening and planning -- it is not a self-execute trading app. There's no in-app order placement or ETF trading. Instead, you use finpeg's tools to do the analysis, then invest through your own dedicated Relationship Manager or advisor, who handles execution and brings human judgment and accountability to the moment that matters most. WHO IT'S FOR finpeg is built for retail investors in India who want data-driven, institutional-grade mutual fund research -- the kind of screening, backtesting and factor analysis usually reserved for professionals -- while still investing through a trusted human advisor rather than going fully self-directed. Download finpeg to research deeply, plan with confidence, and invest through an RM you trust. ## Key features - Intelligent asset allocation via ML - Higher returns than regular SIPs - Automated portfolio management - Smart lump sum investment solutions - Paperless onboarding - Real-time portfolio analytics ## Frequently asked questions about Finpeg ### How does Finpeg offer better returns than other apps? Finpeg utilizes machine learning algorithms for intelligent asset allocation and investment strategies, aiming to provide 3%-4% extra returns compared to regular SIPs. This approach helps in making smarter investment decisions based on market conditions. ### What types of mutual funds can I invest in with Finpeg? Finpeg offers a comprehensive range of mutual funds, including Equity, Large Cap, Multi Cap, Mid Cap, Small Cap, Debt, Aggressive Hybrid, Conservative Hybrid, Arbitrage, Liquid, and ELSS Tax Saving Mutual Funds from all major fund houses. ### Is Finpeg secure for my investments? Yes, Finpeg employs bank-grade security measures, hosted on Amazon Web Services with 256-bit SHA encryption for all sensitive client data. Transactions are executed through the Bombay Stock Exchange (BSE) StarMF platform. ### How long does it take to get started with Finpeg? You can begin investing in less than 5 minutes with Finpeg's paperless onboarding process, which includes an online KYC solution. The entire execution of investments is automated and seamless. ### Can I manage lump sum investments with Finpeg? Finpeg provides a Smart Lumpsum Solution that helps decide the optimal allocation between equity and debt based on market conditions. It aims to invest more in equity when markets are low and more in debt when markets are high. ### Does Finpeg offer a steady monthly cash flow option? Yes, Finpeg's OnePM feature is designed to provide a steady monthly cash flow of 1% on the invested corpus while protecting your original investment. ### What kind of portfolio analytics does Finpeg provide? Finpeg offers best-in-class portfolio analytics, allowing you to track your investments in real-time. The analytics drill down to individual holdings and sectoral exposures for a detailed view. ### Is Finpeg available on multiple devices? Based on the provided data, Finpeg is available on iPhone and iPod, suggesting compatibility with Apple's mobile operating systems. ## Version history (last 5 releases) ### 3.0 — 2026-08-10 What's new: •⁠ ⁠Fresh, redesigned UI across the app •⁠ ⁠Mutual Fund Strategy Builder: Build, backtest & invest in your own fund basket, with rebalancing alerts •⁠ ⁠MF Portfolio Analysis — analyze your existing MF portfolio for free: overlap, sector allocation, red flags & more •⁠ ⁠Simpler login — just your email & OTP, no password needed •⁠ ⁠Bug fixes & performance improvements ### 2.5 — 2026-07-15 Performance improvements ### 2.4 — 2026-04-22 New portfolio analytics and fresh look ### 2.3 — 2025-01-16 New Finpeg app ### 1.3 — 2022-04-22 Bug fixes. ## Apps similar to Finpeg | App | Rating | Price | Category | | --- | --- | --- | --- | | [Milestones2Wealth-Smart Value](https://appshunter.io/ios/app/milestones2wealth-smart-value/id1535010479) | 5.0 (2) | Free | Finance | | [Ladderup Wealth](https://appshunter.io/ios/app/ladderup-wealth/id1270143170) | 5.0 (2) | Free | Finance | | [Dynami Wrap-Mutual Funds & SIP](https://appshunter.io/ios/app/dynami-wrap-mutual-funds-and-sip/id1449809394) | — | Free | Finance | | [IndiaMF](https://appshunter.io/ios/app/indiamf/id1617270949) | — | Free | Finance | | [My Portfolio Services](https://appshunter.io/ios/app/my-portfolio-services/id1280923397) | — | Free | Finance | | [Investok Stock-Watch](https://appshunter.io/ios/app/investok-stock-watch/id1566405807) | — | Free | Finance | ## More apps by Neam Caps Private Limited - [metacaps.ai](https://appshunter.io/ios/app/metacapsai/id6737184569) All apps by Neam Caps Private Limited: https://appshunter.io/developer/1471498984 ## Related topics [srivesh management](https://appshunter.io/ios/topics/srivesh-management) · [vgs asset](https://appshunter.io/ios/topics/vgs-asset) · [mutal](https://appshunter.io/ios/topics/mutal) --- *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 2026-08-12.*