PhillipAlpha
iOS Universel / Finance
PhillipAlpha is one-stop shopping for all your Financial 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
Quoi de neuf dans la dernière version ?
- 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
