# Merks Capital

> Investment portfolio tracker for mutual funds and equity shares. (iPhone/iPad app by Merks Capital Private Limited.)

- Source: https://appshunter.io/ios/app/merks-capital/id1451052265 (this page in markdown: same URL + `.md`)
- Developer: [Merks Capital Private Limited](https://appshunter.io/developer/1451052264)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 98 MB
- Languages: English
- Released: 2019-02-06
- Data updated: 2026-07-05
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/merks-capital/id1451052265/reviews.md

## What is Merks Capital?

Merks Capital is a app brought to you by Merks Capital Private Limited.

This App is for Investors to track their Investment Portfolio and know about Merks Capital Private Limited.

Products covered include Mutual Funds & Equity Shares.

Key Features:

1. Family Portfolio - Check updated Family Portfolio.
2. Applicant Portfolio - Check updated Applicant wise Portfolio.
3. Asset Allocation - Get the details of your Net Worth and its composition.
4. Sector Allocation - Get to know sector-wise allocation of your investment.
5. Scheme Allocation - Total exposure in different schemes and its current value.
6. Last Transaction - Check your last 10 Transactions which have done.
7. One Day Change - Check how your Schemes performed yesterday.
8. Latest NAV - Track the NAV for any schemes.
9. Scheme Performance - Check the Top Performing Scheme based on returns.
10. By Folio - Check your scheme-wise and folio wise balance units and current values.
11. Tools - Contains different financial calculators for your help.

PS: To access portfolio in this app you must have Online Portfolio Viewer Account provided by Merks Capital Private Limited 

To get an account with us please email us at distribution@merks.in

## Key features

- Family Portfolio Tracking
- Applicant Portfolio Tracking
- Net Worth & Asset Allocation
- Sector Investment Allocation
- Scheme Performance Analysis
- Transaction History
- Financial Calculators


## Frequently asked questions about Merks Capital

### What is Merks Capital?

Merks Capital is a finance app designed for investors to track their investment portfolios, including mutual funds and equity shares. It provides insights into asset allocation, sector performance, and transaction history.

### How do I access my portfolio in Merks Capital?

To access your portfolio within Merks Capital, you must have an Online Portfolio Viewer Account provided by Merks Capital Private Limited. You can obtain an account by emailing distribution@merks.in.

### What types of investments can I track with Merks Capital?

Merks Capital allows you to track investments in Mutual Funds and Equity Shares. The app provides detailed breakdowns of your holdings in these asset classes.

### Does Merks Capital offer financial tools?

Yes, Merks Capital includes a 'Tools' section that contains various financial calculators to assist users with their financial planning and analysis.

### What is the update frequency for Merks Capital?

The app was last updated on May 21, 2026, indicating ongoing development and support. Users can expect regular updates to maintain functionality and add new features.

### What devices is Merks Capital available on?

Merks Capital is available for iPhone and iPad devices. It is designed to provide a seamless experience across Apple's mobile platforms.

### What is the age rating for Merks Capital?

Merks Capital has an age rating of 4+, making it suitable for a wide range of users. This rating suggests the content is appropriate for young children and older audiences.

### Is Merks Capital free to use?

Yes, Merks Capital is available for free. There are no charges to download or use the application, and it does not feature in-app purchases or advertisements.

## Version history (last 5 releases)

### 3.0.8 — 2026-05-21

- 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

### 2.8.8 — 2025-11-05

- 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

### 2.7.6 — 2025-10-01

- Added Asset Composition Pie Chart
- Fixed Calculators
- Fixed Issues of NSE Invest
- Fixed Other Crashes

### 2.7.5 — 2025-09-16

- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Menu for Large IFA
- Updated Insurance Filter
- Fixed other crashes and bugs

### 2.7.4 — 2025-06-10

- 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 2026-07-05.*