# MyFirstPortfolio

> MyFirstPortfolio (iPhone/iPad app by Excel Net Solutions Private Limited.)

- Source: https://appshunter.io/ios/app/myfirstportfolio/id6480192559 (this page in markdown: same URL + `.md`)
- Developer: [Excel Net Solutions Private Limited](https://appshunter.io/developer/1108471137)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2024-04-02
- Data updated: 2026-08-29
- User reviews in markdown: https://appshunter.io/ios/app/myfirstportfolio/id6480192559/reviews.md

## What is MyFirstPortfolio?

MyFirstPortfolio 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


## Version history (last 5 releases)

### 3.0.1 — 2026-08-18

- 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

### 2.5.2 — 2026-05-14

- 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

### 2.4.2 — 2026-02-04

- 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

### 2.3.7 — 2025-10-29

- 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

### 2.0.4 — 2025-09-11

- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimised Client Search for Large IFA
- Updated Insurance Filter
- Fixed Other Issues and Crashes

## Apps similar to MyFirstPortfolio

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Track My Fund Portfolio India](https://appshunter.io/ios/app/track-my-fund-portfolio-india/id6499470261) | — | Free | Finance |
| [Moneypedia - Mutual Funds](https://appshunter.io/ios/app/moneypedia-mutual-funds/id6446048732) | — | Free | Finance |
| [My Portfolio Services](https://appshunter.io/ios/app/my-portfolio-services/id1280923397) | — | Free | Finance |
| [Warp Portfolio Tracker](https://appshunter.io/ios/app/warp-portfolio-tracker/id6744275202) | — | Free | Finance |
| [Stock & Trading Academy : FLUX](https://appshunter.io/ios/app/stock-and-trading-academy-flux/id6761031190) | — | Free | Finance |
| [Stock Proof](https://appshunter.io/ios/app/stock-proof/id6451097907) | — | Free | Finance |

## More apps by Excel Net Solutions Private Limited

- [Degree 212](https://appshunter.io/ios/app/degree-212/id1077737244)
- [Vista Wealth Care](https://appshunter.io/ios/app/vista-wealth-care/id1085532514)
- [Indus Cap](https://appshunter.io/ios/app/indus-cap/id1090663508)
- [SM Mutual Fund](https://appshunter.io/ios/app/sm-mutual-fund/id1097088879)
- [Mudra Investment](https://appshunter.io/ios/app/mudra-investment/id1097727456)
- [Betamfwala](https://appshunter.io/ios/app/betamfwala/id1118056665)

All apps by Excel Net Solutions Private Limited: https://appshunter.io/developer/1108471137

---

*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 2026-08-29.*