# My Platform

> Real-time investment portfolio tracking and financial document access. (iPhone/iPad app by Family Capital Limited.)

- Source: https://appshunter.io/ios/app/my-platform/id1515016692 (this page in markdown: same URL + `.md`)
- Developer: [Family Capital Limited](https://appshunter.io/developer/1515016691)
- Category: Business, Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 9.0 · 83 MB
- Released: 2020-07-21
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/my-platform/id1515016692/reviews.md

## What is My Platform?

Use the app to:

- View all your platform holdings 24/7
- Refresh valuations immediately in real time
- Check daily unit prices and values
- Track unrealised gains and losses for each holding
- View fund fact sheets
- View and download your Quarterly Custody Statements
- View and download your Annual Costs and Charges Statements
- Gain access to all buy and sell contract notes
- Track any unused ISA allowance for current tax year
- View and download your Annual Tax Reports

## Key features

- Real-time portfolio valuations
- Track unrealized gains/losses
- View fund fact sheets
- Download custody statements
- Access tax reports
- Monitor ISA allowance

## Recent user reviews (5 of 5)

All indexed reviews: https://appshunter.io/ios/app/my-platform/id1515016692/reviews.md

### 5/5 — Simply Brilliant!

*2022-03-29, version 1.2*

Only downloaded from the app store today and I’m providing some initial feedback. I guess, like some other clients, I like to look at my investments first thing on my mobile rather than logging onto my Mac. You have done an amazing job in translating all the web-based functionality into an iPhone. I will use it for a while and come back with some suggestions of how to improve, but, for the moment, I am very happy; well done to the team.

### 5/5 — Works very well

*2021-12-28, version 1.1*

It lets me see my portfolio value and check my documents. Very convenient.

### 5/5 — Excellent

*2020-07-14, version 1.0*

This gives the ability to access vital information anytime anywhere - well done Family Capital

### 5/5 — Really useful

*2020-07-08, version 1.0*

Having some assets in Canadian dollars, it’s great to see this support multi currency. The app gives me all the plan information I need and displays it in a simple and clear way - a useful tool that fits my requirements

### 5/5 — Excellent app!

*2020-06-30, version 1.0*

Really easy to navigate around, and shows me how my investments are doing every time I log on. Extremely user friendly.

## Frequently asked questions about My Platform

### What can I see in My Platform?

My Platform allows you to view all your platform holdings 24/7, refresh valuations in real time, check daily unit prices, and track unrealized gains and losses for each holding.

### Can I access financial documents with My Platform?

Yes, you can view and download fund fact sheets, Quarterly Custody Statements, Annual Costs and Charges Statements, buy and sell contract notes, and Annual Tax Reports directly through the app.

### Does My Platform help with tax planning?

My Platform provides access to your Annual Tax Reports and allows you to track your unused ISA allowance for the current tax year, aiding in tax planning.

### Is My Platform available on different devices?

My Platform is designed for iOS devices, including iPhone, iPad, and iPod, ensuring you can manage your investments across your Apple ecosystem.

### How often is My Platform updated?

The app was last updated on March 22, 2022, with version 1.2. While specific update frequency isn't detailed, this indicates ongoing maintenance and potential feature additions.

### What is the age rating for My Platform?

My Platform has an age rating of 4+, making it suitable for a wide range of users interested in managing their investments.

### Does My Platform have ads?

No, My Platform does not contain advertisements, providing an uninterrupted user experience for managing your financial data.

### Is My Platform secure for viewing financial data?

While specific security protocols are not detailed, the app's purpose is to provide secure access to your platform holdings and financial documents, implying robust security measures are in place.

## Version history (last 3 releases)

### 1.2 — 2022-03-22

Icon and name change

### 1.1 — 2020-07-22

You can now view your individual holdings in any native currency, and we will convert these back to your base currency in real time along with unrealised and realised gain for each.

For clients with partner and family linking you can now switch into their profile by selecting the about option and changing the active profile.

### 1.0 — 2020-06-29

No release notes.

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## More apps by Family Capital Limited

- [Wealth Portal](https://appshunter.io/ios/app/wealth-portal/id1582466379)

All apps by Family Capital Limited: https://appshunter.io/developer/1515016691

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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 2026-06-10.*