# PENTAGRAPH

> Comprehensive wealth management app for tracking and investing in financial assets. (iPhone/iPad app by PENTAGRAPH PARTNERS.)

- Source: https://appshunter.io/ios/app/pentagraph/id1292519303 (this page in markdown: same URL + `.md`)
- Developer: [PENTAGRAPH PARTNERS](https://appshunter.io/developer/1292519302)
- Category: Finance
- Price: Free
- Rating: 4.40/5 from 7 App Store ratings · 2 written reviews indexed
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2017-10-05
- Data updated: 2026-08-26
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/pentagraph/id1292519303/reviews.md

## What is PENTAGRAPH?

PENTAGRAPH is one-stop shopping for all your Wealth Management 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 tracking
- Historical performance view
- Online investment in mutual funds
- Advanced capital gain reports
- SIP and insurance tracking
- Financial calculators

## Recent user reviews (2 of 2)

All indexed reviews: https://appshunter.io/ios/app/pentagraph/id1292519303/reviews.md

### 5/5 — Well functional copied/cloned application from some other platform

*2024-06-01*

Don’t remember the name exactly 
But ya it is copied but it’s fine until it is working fine

### 1/5 — App not opening

*2019-10-11*

After downloading the app, I’m unable to open it. Every time I click the app it opens and closes on its own. Have downloaded many times still not working.

## Frequently asked questions about PENTAGRAPH

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

PENTAGRAPH 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.

### Can I invest directly through PENTAGRAPH?

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.

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

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.

### Does PENTAGRAPH offer tools for financial planning?

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.

### How secure is my financial data with PENTAGRAPH?

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.

### What is the update frequency for PENTAGRAPH?

PENTAGRAPH was last updated on March 23, 2026, indicating ongoing development and support. The latest version is 4.9.4.

### Is PENTAGRAPH available on multiple devices?

Yes, PENTAGRAPH is supported on both iPhone and iPad, allowing users to manage their finances across different Apple devices.

### What is the user sentiment towards PENTAGRAPH?

PENTAGRAPH has a rating of 4.2 stars from 5 ratings, indicating generally positive user sentiment. Users appreciate its comprehensive features for wealth management.

## Version history (last 5 releases)

### 5.0.1 — 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

### 4.9.9 — 2026-05-08

- 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

### 4.9.4 — 2026-03-23

- 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

### 4.8.9 — 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

### 4.8.4 — 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 PENTAGRAPH

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Pelican Investments](https://appshunter.io/ios/app/pelican-investments/id1580885396) | — | Free | Finance |
| [Merks Capital](https://appshunter.io/ios/app/merks-capital/id1451052265) | 5.0 (1) | Free | Finance |
| [Viznwise Finserv](https://appshunter.io/ios/app/viznwise-finserv/id6751405057) | — | Free | Finance |
| [Wise Turtle](https://appshunter.io/ios/app/wise-turtle/id1665134710) | 5.0 (2) | Free | Finance |
| [Finnovators](https://appshunter.io/ios/app/finnovators/id1083857471) | 5.0 (8) | Free | Finance |
| [SANGAI Investments](https://appshunter.io/ios/app/sangai-investments/id6443948318) | — | 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.*