# Proinvest

> Investment portfolio tracker for mutual funds and equity shares. (iPhone/iPad app by PROINVEST WEALTH MANAGERS PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/proinvest/id1385514419 (this page in markdown: same URL + `.md`)
- Developer: [PROINVEST WEALTH MANAGERS PRIVATE LIMITED](https://appshunter.io/developer/1385514418)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2018-07-23
- Data updated: 2026-08-17
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/proinvest/id1385514419/reviews.md

## What is Proinvest?

Proinvest is a app brought to you by PROINVEST WEALTH MANAGERS PRIVATE LIMITED. This App is for Investors to track their Investment Portfolio and know about Proinvest . 

Products covered include Mutual Funds & Equity Shares.

Key Features of Proinvest:

1. Family Portfolio: Check updated Family Portfolio.
2. Applicant Portfolio: Check updated Applicant wise Portfolio.
3. Asset Allocation: Get the details of your Net Worth and its composition.
4. My Risk: Check your Insurance Details
5. Scheme Allocation: Total exposure in different schemes and its current value.
6. Recent Transaction: Check your last 10 Transactions which have done.
7. Calculators: Contains different financial calculators for your help.
8. About Us: know about Proinvest
9. Locate Us - To Contact Us

## Key features

- Family Portfolio Tracking
- Applicant Portfolio Tracking
- Asset Allocation Details
- Scheme Allocation Overview
- Recent Transaction History
- Financial Calculators
- Company Information


## Frequently asked questions about Proinvest

### What types of investments can I track with Proinvest?

Proinvest allows you to track investments in Mutual Funds and Equity Shares. You can view your family and applicant portfolios for these asset classes.

### Does Proinvest offer any tools to help with financial planning?

Yes, Proinvest includes a section with various financial calculators to assist you with your financial planning needs.

### How can I see my recent financial activity in Proinvest?

Proinvest displays your last 10 transactions, providing a quick overview of your recent financial activity within the app.

### What information is available regarding my net worth in Proinvest?

Proinvest provides details on your Net Worth and its composition through the Asset Allocation feature, helping you understand your financial standing.

### Can I see how my investments are spread across different schemes in Proinvest?

Yes, the Scheme Allocation feature in Proinvest shows your total exposure in different schemes and their current value.

### How can I contact Proinvest if I have questions?

You can find contact information and locate the company through the 'Locate Us' feature within the Proinvest app.

### Is Proinvest available on multiple devices?

Proinvest is available for both iPhone and iPad, allowing you to manage your investments across different Apple devices.

### How frequently is Proinvest updated?

The latest version of Proinvest is 5.4.3, and it was last updated on May 9, 2026. This indicates regular updates to the application.

## Version history (last 5 releases)

### 5.4.4 — 2026-08-13

- 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

### 5.4.3 — 2026-05-09

- 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

### 5.3.8 — 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

### 5.3.3 — 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

### 5.2.8 — 2025-12-12

General Update and Bug Fixes

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*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 2026-08-17.*