# SJ Investment

> Comprehensive financial portfolio management and investment tracking app. (iPhone/iPad app by Excel Net Solutions Private Limited.)

- Source: https://appshunter.io/ios/app/sj-investment/id1269529593 (this page in markdown: same URL + `.md`)
- Developer: [Excel Net Solutions Private Limited](https://appshunter.io/developer/1108471137)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 16.0 · 87 MB
- Languages: American English
- Released: 2017-08-10
- Data updated: 2026-08-22
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/sj-investment/id1269529593/reviews.md

## What is SJ Investment?

SJ Investment is one-stop shopping for all your Financial 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 reporting
- Historical performance tracking
- Online investment in mutual funds
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/sj-investment/id1269529593/reviews.md

### 5/5 — Unbelievable !

*2024-10-04*

Such a well made Application . No complaints

## Frequently asked questions about SJ Investment

### What types of financial assets can I track with SJ Investment?

SJ Investment allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a consolidated view of your complete financial portfolio.

### Can I invest directly through SJ Investment?

Yes, you can invest online directly through SJ Investment in any mutual fund scheme or New Fund Offer. The app tracks all your orders until the allotment of units for complete transparency.

### What kind of reports can I download from SJ Investment?

SJ Investment offers a complete portfolio report download, transaction statements for any period, and one-click statement of account downloads for any Asset Management Company in India. It also provides advanced Capital Gain Reports.

### Does SJ Investment offer any financial planning tools?

Yes, SJ Investment includes several useful calculators and tools for financial planning, such as a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator.

### How secure is my financial data with SJ Investment?

SJ Investment uses easy login via your Google email ID, suggesting a reliance on Google's security protocols for authentication. Specific details on data encryption and storage are not provided but it is a free app with no ads or in-app purchases, often indicating a focus on user experience over aggressive data monetization.

### How often is SJ Investment updated?

The latest version of SJ Investment is 3.4.1, last updated on May 14, 2026. This indicates a recent update, suggesting the app is actively maintained.

### What devices are supported by SJ Investment?

SJ Investment is supported on iPhone and iPad devices. It is designed for users within the Apple ecosystem.

### What is the user sentiment for SJ Investment based on ratings?

SJ Investment has a perfect 5.0-star rating from 2 reviews. This indicates a highly positive user sentiment among its current user base.

## Version history (last 5 releases)

### 4.0.1 — 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

### 3.4.1 — 2026-05-14

- 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

### 3.3.9 — 2026-05-07

- 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

### 3.3.4 — 2026-03-12

- 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

### 3.3.1 — 2026-02-04

- 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

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All apps by Excel Net Solutions Private Limited: https://appshunter.io/developer/1108471137

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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 2026-08-22.*