Next Portfolio vs Equitable Trust
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Next Portfolio
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Next Portfolio 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
Equitable Trust
Access your financial information and connect with your advisor on the go. This mobile portal provides secure access to your account data anytime, anywhere. Clients require login credentials from their advisor to use the app.
- Account data access
- Connect with financial team
- On-the-go access
- Secure client portal
- Financial picture overview
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Equitable Trust’s mobile client portal keeps you connected to your financial picture anytime, anywhere. Access your account data or get in touch with your financial team on the go. Clients should contact their advisor to obtain login credentials prior to using this app.
Screenshots
Verdict
Next Portfolio and Equitable Trust are too close to call on the numbers: across 6 compared parameters — price, update cadence, ads and in-app purchases among them — neither pulls far enough ahead to decide it. What separates them is feature set and interface, not measurable difference.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Both ship on a similar rhythm, roughly every 2 months. The most recent releases landed on October 9, 2026 and October 4, 2026 respectively.
| Parameter | Next Portfolio | Equitable Trust |
|---|---|---|
| Price | Free | Free |
| Rating | — | 5.0 (1 ratings) — better |
| Number of ratings | — | 1 — better |
| Update frequency | Every 2 months | Every 2 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | — | Free |
| Devices | iPhone, iPad | iPhone, iPad, iPod — better |
| Requires iOS | 16.0 | 15.5 — better |
| Further details — not scored | ||
| Size | 100 MB | 141 MB |
| Age rating | 4+ | 4+ |
| Developer | Excel Net Solutions Private Limited | Equitable Trust Company, Inc. |
In-app purchases
Next Portfolio
No in-app purchases
Equitable Trust
No in-app purchases
Questions
Is Next Portfolio free?
Is Equitable Trust free?
Do Next Portfolio or Equitable Trust have ads?
Which is updated more often, Next Portfolio or Equitable Trust?
Other comparisons
