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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.
1.1.1
May 13, 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
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