# True Value Invest > Comprehensive financial portfolio management and investment tracking app. (iPhone/iPad app by TRUE VALUE INVEST.) - Source: https://appshunter.io/ios/app/true-value-invest/id6467709953 (this page in markdown: same URL + `.md`) - Developer: [TRUE VALUE INVEST](https://appshunter.io/developer/1709059054) - Category: Finance - Price: Free - Age rating: 17+ - Requires: iOS 15.0 · 86 MB - Languages: English - Released: 2023-09-29 - Data updated: 2026-06-01 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/true-value-invest/id6467709953/reviews.md ## What is True Value Invest? True Value Invest is one-stop shopping for all your investment 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 - Financial calculators - Transaction statement download ## Recent user reviews (2 of 2) All indexed reviews: https://appshunter.io/ios/app/true-value-invest/id6467709953/reviews.md ### 5/5 — One Stop Solution for your financial need *2024-03-27, version 1.1.2* Very easy to use app. Daily updates available ### 5/5 — Useful and detailed *2023-10-05, version 1.0.1* Nice app to get a bird eye view of complete portfolio ## Frequently asked questions about True Value Invest ### What types of assets can I track with True Value Invest? True Value Invest allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance, providing a consolidated view of your complete financial portfolio. ### Can I download reports from True Value Invest? Yes, True Value Invest offers complete portfolio report downloads that include all your assets. You can also download transaction statements for any period and a 1-click statement of account for any Asset Management Company in India. ### Does True Value Invest support online investing? Yes, you can invest online directly through True Value Invest in any mutual fund scheme or New Fund Offer. The app tracks all your orders until unit allotment, ensuring complete transparency. ### What financial calculators are available in True Value Invest? True Value Invest includes several useful calculators such as Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid in your financial planning. ### How secure is my financial data with True Value Invest? The app uses easy login via your Google email ID, suggesting a reliance on Google's security infrastructure for authentication. Specific details on data encryption and storage are not provided in the description. ### How often is True Value Invest updated? The latest version of True Value Invest is 1.2.9, last updated on 2025-06-17. This indicates a recent update, suggesting the app is actively maintained. ### Is True Value Invest available on multiple devices? True Value Invest is supported on iPhone, iPad, and iPod, indicating compatibility with Apple's iOS ecosystem. ### Does True Value Invest have ads? No, True Value Invest does not contain advertisements, as indicated by the 'hasAds' flag being false. ## Version history (last 5 releases) ### 1.2.9 — 2025-06-17 - Added NSE/BSE New Nominee Requirements - Other fixes and updates ### 1.2.0 — 2025-02-14 - BSE Order history - Added action to fetch Real time order status - New Investment NSE - Added option to Choose Folio bank - Enhanced Security Measures - Goal Planner - Edit / Delete Goals - Capital Gain Unrealized - As per New Income tax rules - Changed NSE Add Bank to Manage Banks and improved it's functionality - Improved Transactions Screen - Fixed BSE, MFU Order placing issues - Fixed One-Day Change in Shares/Bonds. ### 1.1.9 — 2025-01-21 - Added CAS Import - Capital Gain Report for FY 2024-25 - Added Nominee & Guardian relation in onboarding - Added Mobile & Email Relationship in onboarding - Fixed Order Purchase Confirmation issue - Updated MFU onboarding as per New Norms - Updated MFU Mandate Authorisation Process ### 1.1.5 — 2024-06-04 - Improved My Journey So Far - Improved Client Search - Added AMFI Regd. MFD - Improved Fund Picks - Fixed Address Screen Issue - Resolved Crashes - General Update ### 1.1.2 — 2024-03-26 Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes ## Apps similar to True Value Invest | App | Rating | Price | Category | | --- | --- | --- | --- | | [RankMF Partners](https://appshunter.io/ios/app/rankmf-partners/id6738040996) | — | Free | Finance | | [Goalchi Capital Services LLP](https://appshunter.io/ios/app/goalchi-capital-services-llp/id1335945681) | — | Free | Finance | | [Hem Mutual Fund](https://appshunter.io/ios/app/hem-mutual-fund/id1475753432) | — | Free | Finance | | [MF Bazaar, SIP, ELSS Tax](https://appshunter.io/ios/app/mf-bazaar-sip-elss-tax/id1308203538) | — | Free | Finance | | [Sudipta Sengupta](https://appshunter.io/ios/app/sudipta-sengupta/id6469033365) | — | Free | Finance | | [ANF WEALTH WALLET](https://appshunter.io/ios/app/anf-wealth-wallet/id6736730366) | — | 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 2026-06-01.*