# MyMoneyplus

> Comprehensive personal finance portfolio tracker and investment platform. (iPhone/iPad app by Moneyplus Financial And Investment Services LLP.)

- Source: https://appshunter.io/ios/app/mymoneyplus/id6475033518 (this page in markdown: same URL + `.md`)
- Developer: [Moneyplus Financial And Investment Services LLP](https://appshunter.io/developer/1723145585)
- Category: Finance
- Price: Free
- Rating: 4.50/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 85 MB
- Languages: American English
- Released: 2023-12-28
- Data updated: 2026-08-26
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/mymoneyplus/id6475033518/reviews.md

## What is MyMoneyplus?

MyMoneyplus 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

## Key features

- Complete portfolio reporting
- Historical performance tracking
- Online investment in mutual funds
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators


## Frequently asked questions about MyMoneyplus

### What financial assets can I track with MyMoneyplus?

MyMoneyplus allows you to track a comprehensive financial portfolio including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance.

### Can I invest directly through MyMoneyplus?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through MyMoneyplus, with tracking of all orders until unit allotment.

### What kind of reports can I download from MyMoneyplus?

You can download complete portfolio reports, transaction statements for any period, and one-click statements of account for any Asset Management Company in India.

### Does MyMoneyplus offer any financial calculators?

Yes, MyMoneyplus includes several useful calculators such as Retirement, SIP, SIP Delay, SIP Step up, Marriage, and EMI calculators.

### How secure is MyMoneyplus for managing my financial data?

The app uses easy login via your Google email ID, suggesting a reliance on Google's security infrastructure for authentication.

### What is the update frequency for MyMoneyplus?

The app was last updated on May 7, 2026, with version 2.5.2. This indicates a recent update, and users can expect ongoing maintenance and feature additions.

### What devices does MyMoneyplus support?

MyMoneyplus is available for both iPhone and iPad devices.

### What is the age rating for MyMoneyplus?

MyMoneyplus has an age rating of 4+, making it suitable for a wide range of users.

## 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 — 2026-05-07

- 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

### 2.4.7 — 2026-03-17

- Mandatory Risk Profiling 
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator 
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues

### 2.4.2 — 2026-01-28

- 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

## Apps similar to MyMoneyplus

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Badhe Capitals](https://appshunter.io/ios/app/badhe-capitals/id1661516923) | — | Free | Finance |
| [MorWealth](https://appshunter.io/ios/app/morwealth/id6737052183) | — | Free | Finance |
| [AAA Merchant Bank](https://appshunter.io/ios/app/aaa-merchant-bank/id6758614331) | — | Free | Finance |
| [ShadowCap - My Wealth Manager](https://appshunter.io/ios/app/shadowcap-my-wealth-manager/id6778006891) | — | Free | Finance |
| [Radds Capital](https://appshunter.io/ios/app/radds-capital/id6744892358) | — | Free | Finance |
| [TARESH](https://appshunter.io/ios/app/taresh/id1539861639) | — | Free | Finance |

---

*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 2026-08-26.*
