Most useful by Most simple
A very simple and very intuitive app. It serves the purpose of what it is intended to
Need improvements
1. The portfolio value is trimmed out. I’d like to view to entire value given there’s enough space.
Feature requests:
1. Need an option to compare with a particular stock or fund matching the investment dates. Eg: compare portfolio performance against nifty 50 index if i had made matching investments on said dates.
2. Record sell transactions to include as part of overall XIRR.
3. Need dark mode.
4. Group mutual funds and stocks into groups.
5. Sort the recorded investments by date chronologically by recent/oldest first.
6. Widget support.
7. Newly listed stocks not available.
8. Support NYSE/NASDAQ symbols.
Please update newly listed stocks soon. It’s been more than a month since a stock got listed and still it’s not shown
Feature requests:
1. Need an option to compare with a particular stock or fund matching the investment dates. Eg: compare portfolio performance against nifty 50 index if i had made matching investments on said dates.
2. Record sell transactions to include as part of overall XIRR.
3. Need dark mode.
4. Group mutual funds and stocks into groups.
5. Sort the recorded investments by date chronologically by recent/oldest first.
6. Widget support.
7. Newly listed stocks not available.
8. Support NYSE/NASDAQ symbols.
Please update newly listed stocks soon. It’s been more than a month since a stock got listed and still it’s not shown
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Manish Patel
Hi team, thanks for making very useful applications.
1. Can you please also fetch and add mutual fund banchmark value like NAV while adding SIP or Lumsum amount and display somewhere next to NAV value.
2. Also please add dark mode.
1. Can you please also fetch and add mutual fund banchmark value like NAV while adding SIP or Lumsum amount and display somewhere next to NAV value.
2. Also please add dark mode.
Developer unresponsive to requests
Though this app allows one to track investments but not recommended for long term tracking as it does not factor in little fees like stamp duty that is debited in every sip transaction. This may appear insignificant but, if accumulated over 10, 20 years or more on multiple SIP’s every month makes a significant difference. Moreover, there are many ULIP schemes that are missing. And the developer remains unresponsive.
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One of the best apps
But please add a dark mode cause I every time check my mutual funds gains after 12:00 am IST , and even this app only gets the updated prices after the market closes so please dark mode is a must
Unable to view charts in funds added
Hi team, the app was working just fine before it suddenly started actin weird.
I’ve been unable to view charts on all of the Mutual Funds added. Please check into this at the earliest priority.
Device- iPhone 15Pro
I’ve been unable to view charts on all of the Mutual Funds added. Please check into this at the earliest priority.
Device- iPhone 15Pro
Feedback and Suggestion
It’s extremely useful. I can easily track my holdings without connecting with my broker account which is very useful. One suggestion is that it is not showing overall profit percentage. When you are showing total profit/loss, it is easy to calculate total profile/loss percentage. Please add it
Very good for tracking overall value for MF and Stocks
No fancy stuff. Very basic UI. No login credentials required. Just what I want. Very useful. Please add options for Gold/Silver, FD, PPF and other schemes.
Good app for all funds tracking
The application is is well designed for user to track all mutual funds of India. However if you could add adding value in floating point it will help to track true value. Due to introduction of stapduty the actual investment is fraction number.
From few days the app is failing to update value of current NAV.
From few days the app is failing to update value of current NAV.
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Need more updates as per NSE & BSE list
Dear Sir - Many stocks are not listed in the tracker as we can’t find them on the app. I request you to please update the same as per NSE & BSE list so that we can add all stocks.
Interruption
The app is very user friendly. My compliments to the designers. I have a small concern - why is it not refreshing / updating for last few days ? There is always an Error message to try later. Pls resolve.
Best MF portfolio tracker
Did you guys stopped refreshing data?
Unable to retrieve latest NAV’s.
I really love this application. Just exactly fulfills what I need. Simple, easy to use. Also the UI gives apt information, not much not less Kudos to the developers 🙏🏻
Unable to retrieve latest NAV’s.
I really love this application. Just exactly fulfills what I need. Simple, easy to use. Also the UI gives apt information, not much not less Kudos to the developers 🙏🏻
Fine tuning required
Some of following updates needed
1) saparate portfolio for family members required
2) redeem and switching to different funds option required
3) there must be an option to check capital gain for the said financial year
1) saparate portfolio for family members required
2) redeem and switching to different funds option required
3) there must be an option to check capital gain for the said financial year
Pretty good overall
Have been using for a while and a nice tool to keep track on MFs. However, I recently made some withdrawals and this app doesn’t allow you to input any withdrawals which messed up my entire tracking ability. So now it’s completely useless to me. Went back to good old Excel.
Pmp
Excellent app. 100% accurate. Need to little improvements. Like user I’d and password because when we change mobile we can add 1 to 1 again.
Good but a few additional functionalities required
What i like about the app is it doesn't ask for personal or portfolio info. Very easy to use. Does it job perfectly. I would be happy to see a couple of added functionality. 1. Addition of NPS NAVs and similarly applicable instruments 2. A way to save the trades as well so that one can know what profit he/she made. Currently the app tracks the value of the current investment and not about past booked profits and losses. Given features will help the investors a lot and moreover would make it the most sought after app to track individual portfolios.
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Fairly okay
The app is fairly okay to understand quick value of the portfolio. However the stocks and fund sections should be separated and not together or allow the user to customize it. Also the list of funds and stocks should be alphabetically sorted automatically after entering details
Excellent app
Excellent app... the best of all portfolio tracking apps. If two more things could be incorporated, Annualized returns in form of CAGR/ XIRR and Dividend tracking of stocks, it would become just the perfect app one could wish for!
Potential security hole. Accesses the clipboard for no reason
Whenever I open this app, I see MyFunds pasted from the previous application. This looks like the My Funds is accessing the clipboard when it has no business doing so
Scope for improvement
App is okay and meets the limited requirement of stocks and funds. Suggest to add other investment instruments like PPF, FD, NSC, NPS etc to make the app comprehensive.
No option to choose chargeable version of app and thus irritating ads at the bottom are unavoidable. This can also be looked into.
No option to choose chargeable version of app and thus irritating ads at the bottom are unavoidable. This can also be looked into.
