# Happy Investor

> Happy Investor (iPhone/iPad app by HAPPY INVESTOR FINSERV LLP.)

- Source: https://appshunter.io/ios/app/happy-investor/id6754925030 (this page in markdown: same URL + `.md`)
- Developer: [HAPPY INVESTOR FINSERV LLP](https://appshunter.io/developer/1850953777)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2025-11-06
- Data updated: 2026-08-18
- User reviews in markdown: https://appshunter.io/ios/app/happy-investor/id6754925030/reviews.md

## What is Happy Investor?

Happy Investor is your all-in-one personal finance app designed to simplify wealth management. Track all your investments, analyze your portfolio, plan financial goals, and invest with confidence - all in one clean, easy-to-use dashboard.

What Can You Do:

1. Portfolio Tracking - Mutual funds, FDs, insurance and more - seamlessly organized in one place.
2. Smart Insights - Access scheme performance charts, asset allocation views, and personal investment journey to make better financial decisions.
3. Downloads - Portfolio Summaries, historical performance, Capital Gains Report, Running SIPs, Transaction Report, Account Statement, and Insurance Policies instantly.
4. Smart Planning Tools - Use SIP, step-up SIP, Retirement, SWP, EMI, and goal-planning calculators to stay on track.
5. Simple. Secure. Transparent - Built for ease of use with strong data privacy and a smooth experience across iPhone and iPad.

Take charge of your financial journey - with clarity, confidence, and Happy Investor by your side.


## Version history (last 5 releases)

### 1.2.3 — 2026-08-13

- 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

### 1.2.2 — 2026-06-30

General update and bug fixes

### 1.2.1 — 2026-06-04

General update and bug fixes

### 1.2.0 — 2026-05-12

- 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

### 1.1.5 — 2026-03-26

- 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

## Apps similar to Happy Investor

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Journie Prive](https://appshunter.io/ios/app/journie-prive/id6741569693) | — | Free | Finance |
| [ShadowCap - My Wealth Manager](https://appshunter.io/ios/app/shadowcap-my-wealth-manager/id6778006891) | — | Free | Finance |
| [Prasar Inc : Mutual Fund, SIP](https://appshunter.io/ios/app/prasar-inc-mutual-fund-sip/id1395281229) | — | Free | Finance |
| [Wealth by PCJ : Mutual Funds](https://appshunter.io/ios/app/wealth-by-pcj-mutual-funds/id6742823371) | — | Free | Finance |
| [Mintbyte](https://appshunter.io/ios/app/mintbyte/id6739696193) | — | Free | Finance |
| [Dhantarang](https://appshunter.io/ios/app/dhantarang/id6755772943) | — | Free | Finance |

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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 2026-08-18.*