# Ocean Finvest

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

- Source: https://appshunter.io/ios/app/ocean-finvest/id1152854908 (this page in markdown: same URL + `.md`)
- Developer: [Excel Net Solutions Private Limited](https://appshunter.io/developer/1108471137)
- Category: Finance
- Price: Free
- Rating: 3.70/5 from 3 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2016-09-20
- Data updated: 2026-08-21
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/ocean-finvest/id1152854908/reviews.md

## What is Ocean Finvest?

Ocean Finvest is a app brought to you by Ocean Finvest. This App is for Investors to track their Investment Portfolio and know about Ocean Finvest . 

Products covered include Mutual Funds & Equity Shares.

Key Features of Ocean Finvest :

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. My Risk: Check your Insurance Details
5. Scheme Allocation: Total exposure in different schemes and its current value.
6. Recent Transaction: Check your last 10 Transactions which have done.
7. Calculators: Contains different financial calculators for your help.
8. About Us: know about Ocean Finvest
9. Locate Us - To Contact Us

## Key features

- Family Portfolio Tracking
- Applicant Portfolio Tracking
- Asset Allocation Details
- Insurance Details
- Scheme Exposure
- Recent Transactions
- Financial Calculators


## Frequently asked questions about Ocean Finvest

### What types of investments can I track with Ocean Finvest?

Ocean Finvest allows you to track your investments in Mutual Funds and Equity Shares. You can view your overall family portfolio, individual applicant portfolios, and the allocation across different schemes.

### Does Ocean Finvest offer financial planning tools?

Yes, Ocean Finvest includes a section with various financial calculators to assist you with your financial planning needs. It also provides details on your net worth and asset allocation.

### How can I contact Ocean Finvest if I have questions?

Ocean Finvest provides a 'Locate Us' feature to help you contact them. This section is designed to give you the necessary information to get in touch with the company.

### Is Ocean Finvest available on multiple devices?

Ocean Finvest is available for both iPhone and iPad. The app is designed to be accessible on Apple's mobile and tablet devices.

### How often is Ocean Finvest updated?

The latest version of Ocean Finvest is 2.8.4, and it was last updated on May 14, 2026. This indicates a commitment to regular updates and improvements.

### What is the age rating for Ocean Finvest?

Ocean Finvest has an age rating of 4+. This means it is suitable for users aged 4 and above, making it accessible for a wide range of users.

### Does Ocean Finvest have ads?

No, Ocean Finvest does not contain advertisements. The app is free to download and use without any ad interruptions.

### What do users think of Ocean Finvest?

Based on the available data, Ocean Finvest has a perfect 5.0-star rating from 3 reviews. This suggests a very positive user sentiment.

## Version history (last 5 releases)

### 3.0.1 — 2026-08-19

- 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

### 2.8.4 — 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

### 2.7.9 — 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

### 2.7.4 — 2025-11-08

- 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

### 2.6.9 — 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

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## More apps by Excel Net Solutions Private Limited

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

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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 2026-08-21.*