# WealthApp Online

> Comprehensive wealth management app for tracking and investing in financial assets. (iPhone/iPad app by WEALTHAPP DISTRIBUTORS PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/wealthapp-online/id1387456353 (this page in markdown: same URL + `.md`)
- Developer: [WEALTHAPP DISTRIBUTORS PRIVATE LIMITED](https://appshunter.io/developer/1546993089)
- 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: 2018-06-18
- Data updated: 2026-08-15
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wealthapp-online/id1387456353/reviews.md

## What is WealthApp Online?

WealthApp Online is one-stop shopping for all your Wealth Management 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
- Capital gain reports
- Financial calculators
- Transaction statements


## Frequently asked questions about WealthApp Online

### What financial assets can I track with WealthApp Online?

WealthApp Online 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 entire financial portfolio.

### Does WealthApp Online offer investment capabilities?

Yes, WealthApp Online enables you to invest online directly in any Mutual Fund scheme or New Fund Offer. The app tracks your orders until unit allotment, ensuring transparency in the investment process.

### What financial calculators are available in WealthApp Online?

The app 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 financial planning.

### How does WealthApp Online handle portfolio reporting?

WealthApp Online provides complete portfolio reports that can be downloaded, including all asset types. It also offers advanced Capital Gain Reports and transaction statements for any specified period.

### Is WealthApp Online available on multiple devices?

Yes, WealthApp Online is supported on both iPhone and iPad, allowing users to manage their finances across different Apple devices.

### How frequently is WealthApp Online updated?

The latest version of WealthApp Online is 3.1.1, which was last updated on May 12, 2026. This indicates regular updates to enhance features and performance.

### What is the user sentiment for WealthApp Online based on ratings?

WealthApp Online has received an excellent rating of 5.0 stars from 2 ratings. This suggests a very positive user experience and satisfaction with the app's functionality.

### Does WealthApp Online have ads?

WealthApp Online does not contain advertisements. The app is free to use and does not display any ads, providing an uninterrupted user experience.

## Version history (last 5 releases)

### 3.1.2 — 2026-08-14

- 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

### 3.1.1 — 2026-05-12

- 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

### 3.0.6 — 2026-03-20

- 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

### 3.0.1 — 2025-10-25

- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes

### 2.3.7 — 2025-05-19

- Improved capital gain realized 
- Time period filter added in My Journey So Far
- Factsheets now show multiple fund managers
- Transactions allowed/not allowed in Top Schemes based on ARN mapping
- Fixed issue of ARN no.
- Fixed issue of NSE Mandate Date
- Added security improvements
- Other fixes and updates

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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 2026-08-15.*