Manage your investments, net worth, and financial goals with this comprehensive personal finance dashboard. Track mutual funds, assets, liabilities, and receive personalized recommendations from your financial advisor.
1.3.3
May 6, 2026
Minor bug fixes and improvements
PeakPlanner allows you to view details of various assets including mutual funds, insurance, foreign exchange, and real estate. You can also track your liabilities.
Yes, you can check the current value of your mutual fund portfolio, including realized and total gains, and monitor performance for specific funds or your entire portfolio.
The app allows you to view and print financial planning reports from your advisor, evaluate and approve recommendations, and check the status of actions on previous advice.
Yes, PeakPlanner includes a section where you can read financial articles and blogs relevant to your financial planning and investment journey.
The app was last updated on May 6, 2026, indicating ongoing development and support. Users can expect regular updates to improve functionality and security.
PeakPlanner is currently supported on iPhone and iPad devices. Information regarding Android compatibility is not provided in the current data.
PeakPlanner has an age rating of 17+, suggesting it is intended for mature users who can understand financial concepts and manage sensitive financial data.
No, PeakPlanner does not contain advertisements. The app is free to use without any ad interruptions.
