# Wiseinvest My Portfolio App > Client-exclusive finance app for investment tracking, analysis, and transactions. (iPhone/iPad app by Wiseinvest Private Limited.) - Source: https://appshunter.io/ios/app/wiseinvest-my-portfolio-app/id1467716378 (this page in markdown: same URL + `.md`) - Developer: [Wiseinvest Private Limited](https://appshunter.io/developer/1467716377) - Category: Finance - Price: Free - Rating: 5.00/5 from 1 App Store ratings - Age rating: 4+ - Requires: iOS 12.0 · 38 MB - Released: 2019-06-12 - Data updated: 2026-06-20 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/wiseinvest-my-portfolio-app/id1467716378/reviews.md ## What is Wiseinvest My Portfolio App? My Portfolio APP from Wiseinvest exclusively for its clients In keeping with its commitment to keep clients up-to-date on their investments, Wiseinvest has provided My Portfolio APP with state-of-the- art technology. Through this APP, our clients can access reports such as portfolio valuation, asset allocation, realised and provisional capital gains / loss, level of diversification in the portfolio. Herein are some of the features of My Portfolio App. • My Mutual Fund Portfolio – Provides a complete real time status of the portfolio at all times. Important details like allocation to different asset classes, portfolio XIRR, gain loss summary, active SIPs, realised and provisional capital gains/ loss and portfolio exposure can be viewed here. • Quick Access to Portfolio – This section provides you every detail that you may require to keep yourself up-to-date – portfolio valuation report, risk levels, capital gains / loss (financial year wise), all your transactions (financial year wise) and your Active SIPs. • Buy Now & Transact Now – Transactions such as buy / redeem / switch can be put through online anywhere at any time through these sections. However, online transaction can be accessed only if registration is done on the NSE platform. Wiseinvest helps its clients in completing the registration process. • Explore Investment Opportunities - Provides data, analysis and performance track record of every scheme from all mutual funds to enable you to be in control of every investment decision. You can click on any category box to view the details of every scheme in that category. You can click on ‘Search Mutual Fund’ to view mutual fund wise details of any scheme managed by it. • Tools and Calculators – Financial calculators are tools to figure out how much you need to invest for different goals, how your money can grow and comparison of SIP returns across schemes. • Portfolio Events – To view the dates of your upcoming SIPs and failed transactions, if any. • Request a Service – Requests can be made to Wiseinvest on any requirement relating to the portfolio. • Monthly News Letter – Our monthly News letter “Wealthwise” is available both in English and Marathi. ## Key features - Real-time portfolio valuation - Asset allocation and diversification - Capital gains and loss tracking - Mutual fund exploration - Financial calculators - Online transaction capabilities - Monthly newsletter access ## Frequently asked questions about Wiseinvest My Portfolio App ### What is Wiseinvest My Portfolio App? Wiseinvest My Portfolio App is a client-exclusive application from Wiseinvest that provides real-time access to investment reports, portfolio analysis, and transaction capabilities. ### What kind of reports can I access with Wiseinvest My Portfolio App? You can access reports such as portfolio valuation, asset allocation, realized and provisional capital gains/loss, and portfolio diversification levels. ### Can I make investment transactions through Wiseinvest My Portfolio App? Yes, you can initiate buy, redeem, and switch transactions online through the app, provided you have registered on the NSE platform. Wiseinvest assists clients with this registration process. ### Does Wiseinvest My Portfolio App offer tools for financial planning? Yes, the app includes financial calculators to help you determine investment needs for goals, project money growth, and compare SIP returns across different schemes. ### Is Wiseinvest My Portfolio App available on multiple devices? Based on the provided data, the app is supported on iPhone, iPad, and iPod, indicating compatibility with Apple devices. ### How often is Wiseinvest My Portfolio App updated? The app was last updated on February 2, 2026, with version 3.7, suggesting regular updates to maintain its functionality and features. ### What is the user rating for Wiseinvest My Portfolio App? Wiseinvest My Portfolio App has a high rating of 5.0 stars from 1 rating, indicating positive user sentiment among its clients. ### Does Wiseinvest My Portfolio App have ads? No, Wiseinvest My Portfolio App does not contain advertisements, as indicated by the 'hasAds' flag being false. ## Version history (last 5 releases) ### 3.7 — 2026-02-02 New Relase. ### 3.6 — 2023-08-29 BUG FIXED ### 3.4 — 2023-06-15 Fixes & enhancement ### 3.3 — 2022-12-15 some bugs fixes ### 3.2 — 2022-12-07 changes regarding switch top ## Apps similar to Wiseinvest My Portfolio App | App | Rating | Price | Category | | --- | --- | --- | --- | | [JRLMONEY](https://appshunter.io/ios/app/jrlmoney/id1455633121) | — | Free | Finance | | [Prithvi Money](https://appshunter.io/ios/app/prithvi-money/id1352260554) | 1.0 (1) | Free | Finance | | [TradeSimulate](https://appshunter.io/ios/app/tradesimulate/id6736874233) | — | Free | Finance | | [SUBRAS INVESTMENTS](https://appshunter.io/ios/app/subras-investments/id6738463447) | — | Free | Finance | | [Prithvi Advisor](https://appshunter.io/ios/app/prithvi-advisor/id1474237149) | — | Free | Finance | | [XIRR.LIVE](https://appshunter.io/ios/app/xirrlive/id6741011283) | — | 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 2026-06-20.*