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What can you do?
- View Portfolio valuation
- Get Summary of Investment report with XIRR and Absolute return.
- Latest transaction and dividend information
- Dashboard with full portfolio details.
- Transaction details, Systematic Transactions details , Tax planning transaction details.
- Portfolio details with XIRR and Absolute returns.
Note:- To access this application, you require Login ID & Password provided by PlanMoney.
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What's New in PlanMoney.
2.0.1
August 19, 2026
- 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
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