# PeakPlanner – Track your money — India's #1 Financial Planner > Personal finance dashboard for tracking investments, net worth, and financial advice. (iPhone/iPad app by PeakAlpha Investment Services Private Limited.) - Source: https://appshunter.io/ios/app/peakplanner-track-your-money/id1451276356 (this page in markdown: same URL + `.md`) - Developer: [PeakAlpha Investment Services Private Limited](https://appshunter.io/developer/1451276355) - Category: Finance - Price: Free - Age rating: 17+ - Requires: iOS 13 · 46 MB - Languages: English - Released: 2019-03-04 - Data updated: 2026-07-16 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/peakplanner-track-your-money/id1451276356/reviews.md ## What is PeakPlanner? No more going online to the PeakAlpha website to track your finances, mutual fund investments, net worth, assets and liabilities, performance and action recommendations with this app from PeakAlpha, India's #1 Financial Planners. PeakPlanner brings your personal financial dashboard to your fingertips, with an intuitive, easy-to-use interface and effortless navigation to track investments, print reports, schedule meetings and review and approve recommendations. Packed with practical, user-friendly features. · View details of different assets including mutual funds, insurance, foreign exchange, real estate and liabilities. · Check the current value of your mutual funds portfolio, including realized and total gains, · Monitor performance for specific funds or for the entire portfolio. · View your ongoing Systematic Investment Plans (SIPs). · Check details of your scheduled 1-on-1 financial review sessions such as date, time, mode of review, session number. · View and print the latest financial planning report from your personal financial advisor, or review past reports. · Evaluate and take decisions of recommendations from your financial advisor. Clicking ‘Approve’ triggers an email notification to your execution team. · Check status of actions on recommendations from earlier review sessions. · Review your service requests and their status, as well as your pending action to-dos. · Read financial articles and blogs relevant to you · Contact anyone at PeakAlpha, including your personal financial advisor, scheduling team or execution team. ## Key features - Track mutual funds and investments - Monitor net worth and assets/liabilities - View financial planning reports - Review and approve advisor recommendations - Schedule and manage financial review sessions - Read financial articles and blogs ## Recent user reviews (3 of 3) All indexed reviews: https://appshunter.io/ios/app/peakplanner-track-your-money/id1451276356/reviews.md ### 5/5 — Good app specific for Peak Alpha customers *2025-08-11, version 1.3.2* I like that is now has a mobile version ### 5/5 — Performance Review *2025-08-11, version 1.3.2* Great for instant tracking. Look forward to more app updates. ### 1/5 — Not responding *2024-12-15, version 1.3.2* The app is not responding despite of trying different methods. Don’t waste time. ## Frequently asked questions about PeakPlanner ### What types of assets can I track with PeakPlanner? PeakPlanner allows you to view details of various assets including mutual funds, insurance, foreign exchange, and real estate. You can also track your liabilities. ### Can I monitor my mutual fund portfolio performance in PeakPlanner? 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. ### How does PeakPlanner help with financial advice? 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. ### Does PeakPlanner offer any educational content? Yes, PeakPlanner includes a section where you can read financial articles and blogs relevant to your financial planning and investment journey. ### What is the update frequency for PeakPlanner? The app was last updated on May 6, 2026, indicating ongoing development and support. Users can expect regular updates to improve functionality and security. ### Is PeakPlanner available on Android devices? PeakPlanner is currently supported on iPhone and iPad devices. Information regarding Android compatibility is not provided in the current data. ### What is the age rating for PeakPlanner? PeakPlanner has an age rating of 17+, suggesting it is intended for mature users who can understand financial concepts and manage sensitive financial data. ### Does PeakPlanner have ads? No, PeakPlanner does not contain advertisements. The app is free to use without any ad interruptions. ## Version history (last 5 releases) ### 1.3.3 — 2026-05-06 Minor bug fixes and improvements ### 1.3.2 — 2022-10-26 Minor bug fixes and improvements ### 1.2.8 — 2022-09-26 Added Disclosure Minor bug fixes and improvements ### 1.2.7 — 2022-09-16 Added Fund Factsheets Minor bug fixes and improvements ### 1.2.6 — 2022-09-05 Enabled Multi-factor Authentication (MFA) Minor bug fixes and improvements ## Apps similar to PeakPlanner | App | Rating | Price | Category | | --- | --- | --- | --- | | [Indian Fund Bazaar](https://appshunter.io/ios/app/indian-fund-bazaar/id1475087705) | — | Free | Finance | | [KFIC : MF Portfolio Tracking](https://appshunter.io/ios/app/kfic-mf-portfolio-tracking/id1617605426) | — | Free | Finance | | [Personal Financial Plan Wiz](https://appshunter.io/ios/app/personal-financial-plan-wiz/id701216911) | — | Free | Finance | | [Peak Financial](https://appshunter.io/ios/app/peak-financial/id1632229190) | — | Free | Finance | | [PEAK Portal](https://appshunter.io/ios/app/peak-portal/id1598346659) | 5.0 (1) | Free | Finance | | [MyWealth Suite](https://appshunter.io/ios/app/mywealth-suite/id1141715886) | 5.0 (2) | Free | Finance | ## Related topics [investment planner](https://appshunter.io/ios/topics/investment-planner) --- *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 2026-07-16.*