InvestMates: AI Money Manager
Net Worth & Finance Tracker
About
Manage all your investments in one place with AI-powered insights. Track stocks, mutual funds, fixed deposits, and more. Plan for goals, optimize your portfolio, and secure your financial future.
What's New in InvestMates
2.20.2
June 15, 2026
UI fixes, bugs and enhancements
Events
Get smart tax-saving, investment and money advice
Aug 25, 2025 — Sep 23, 2025
Discover smarter ways to save more on taxes
Aug 25, 2025 — Sep 23, 2025
FAQ
What is InvestMates?
InvestMates is an all-in-one wealth management app designed to help retail investors track their investments, plan for financial goals, and grow their wealth using AI-powered insights. It supports a wide range of assets and offers advanced analytics.
Is InvestMates free to use?
Yes, InvestMates is free to download and use. It also contains advertisements to support its development and operations.
What types of investments can I track with InvestMates?
You can track stocks across various brokers, regular and direct mutual funds, fixed deposits, bonds, PF, and insurance. It also allows for family portfolio management.
How secure is my financial data with InvestMates?
InvestMates uses bank-grade security with AES 256-bit encryption and TLS 1.3 for data transit. It also offers 2FA, PIN code, and fingerprint authentication, and never stores banking credentials or transfers money.
Does InvestMates offer financial planning tools?
Yes, InvestMates provides tools for goal-based financial planning, dynamic asset allocation, tax planning and harvesting, retirement planning, and estate planning.
What devices does InvestMates support?
Currently, InvestMates is supported on iPhones. The app was last updated on April 15, 2026, with version 2.20.0.
How does InvestMates help improve my investment portfolio?
InvestMates provides a real-time portfolio health score and actionable insights for portfolio optimization. It helps identify high-commission funds and guides you in building and maintaining a winning investment portfolio.
Does InvestMates have ads?
Yes, InvestMates contains advertisements. These ads are integrated into the app experience to support its free service.
