Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track historical performance, download detailed reports, and invest online. Includes various calculators for financial planning.
4.9.9
May 8, 2026
- 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
MorePENTAGRAPH allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a holistic view of your financial standing.
Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through PENTAGRAPH. The app tracks all your orders until unit allotment for complete transparency.
You can download a complete portfolio report including all assets, transaction statements for any period, and a 1-click Statement of Account download for any Asset Management Company in India. Advanced Capital Gain Reports are also available.
Yes, PENTAGRAPH includes several calculators and tools to aid in financial planning. These include Retirement, SIP, SIP Delay, SIP Step up, Marriage, and EMI calculators.
PENTAGRAPH offers easy login via your Google email ID, suggesting integration with secure authentication methods. While specific security protocols are not detailed, the app focuses on providing a secure platform for wealth management.
PENTAGRAPH was last updated on March 23, 2026, indicating ongoing development and support. The latest version is 4.9.4.
Yes, PENTAGRAPH is supported on both iPhone and iPad, allowing users to manage their finances across different Apple devices.
PENTAGRAPH has a rating of 4.2 stars from 5 ratings, indicating generally positive user sentiment. Users appreciate its comprehensive features for wealth management.
