About
Manage your complete financial portfolio, including mutual funds, equity shares, bonds, and insurance. Track historical performance, download reports, and invest online. Includes tools like retirement and SIP calculators.
What's New in Wise Turtle
2.0.2
June 5, 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
MoreFAQ
What financial assets can I track with Wise Turtle?
Wise Turtle allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, Portfolio Management Services (PMS), and Insurance.
Can I invest directly through Wise Turtle?
Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Wise Turtle. The app also tracks all your orders until unit allotment for transparency.
Does Wise Turtle offer any financial calculators?
Yes, Wise Turtle includes several useful calculators such as a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator.
How secure is Wise Turtle for managing my financial data?
Wise Turtle uses email ID for easy login, suggesting a standard authentication process. For specific security protocols, users may need to refer to the app's privacy policy or contact the developer.
What kind of reports can I download from Wise Turtle?
You can download a complete portfolio report including all assets, transaction statements for any period, and a 1-Click Statement of Account download for any Asset Management Company in India.
How often is Wise Turtle updated?
The app was last updated on March 10, 2026, with version 1.9.8. This indicates a recent update, suggesting ongoing development and maintenance.
What devices are supported by Wise Turtle?
Wise Turtle is available for both iPhone and iPad devices, making it accessible to a wide range of Apple users.
What is the age rating for Wise Turtle?
Wise Turtle has an age rating of 4+, making it suitable for users of all ages.
