# Hexagon Investments

> Comprehensive personal finance portfolio tracker and investment platform. (iPhone/iPad app by HEXAGON WEALTH ADVISORS.)

- Source: https://appshunter.io/ios/app/hexagon-investments/id1488883850 (this page in markdown: same URL + `.md`)
- Developer: [HEXAGON WEALTH ADVISORS](https://appshunter.io/developer/1488883849)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 87 MB
- Languages: American English
- Released: 2019-11-22
- Data updated: 2026-08-13
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/hexagon-investments/id1488883850/reviews.md

## What is Hexagon Investments?

Hexagon Investments 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
- 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 reporting
- Historical performance tracking
- Online investment in mutual funds
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators


## Frequently asked questions about Hexagon Investments

### What financial assets can I track with Hexagon Investments?

Hexagon Investments allows you to track a comprehensive financial portfolio including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance.

### Can I invest directly through Hexagon Investments?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through the app and track your orders until allotment.

### What kind of reports can I download from Hexagon Investments?

You can download complete portfolio reports, transaction statements for any period, and a 1-Click Statement of Account for any Asset Management Company in India.

### Does Hexagon Investments offer any financial planning tools?

Hexagon Investments includes several 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 Hexagon Investments?

The app uses easy login via your Google email ID, suggesting a reliance on Google's security infrastructure for account access.

### How often is Hexagon Investments updated?

The latest version is 9.3.9, and the app was last updated on 2026-05-07, indicating a recent and active development cycle.

### What devices are supported by Hexagon Investments?

Hexagon Investments is available on iPhone and iPad, making it accessible to iOS users.

### Does Hexagon Investments have ads?

Hexagon Investments is ad-free, providing an uninterrupted user experience for managing your finances.

## Version history (last 5 releases)

### 9.4.0 — 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

### 9.3.9 — 2026-05-07

- 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

### 9.3.4 — 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

### 9.2.9 — 2026-01-28

- 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

### 9.2.4 — 2025-12-03

General Update and Bug Fixes

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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 2026-08-13.*