Tracking mutual fund folios belonging to different PANs

[gangvar]

Can you recommend an app that allows tracking of multiple mutual fund folios belonging to different PANs?

My family invests in SIPs through FINTOO, but their portal is quite problematic and often displays inaccurate information. For instance, it once showed a XXIR of -49% for a folio when in reality it was +28%. Almost gave me a stoke since I have invest in that folio for a long time!

As I consider moving my SIPs to another platform, I am curious if there are any apps or platforms that can track folios from multiple PANs simultaneously??

Any suggestions would be greatly valued!

 

[tharun]

Can you recommend an app that allows tracking of multiple mutual fund folios belonging to different PANs?

My family invests in SIPs through FINTOO, but their portal is quite problematic and often displays inaccurate information. For instance, it once showed a XXIR of -49% for a folio when in reality it was +28%. Almost gave me a stoke since I have invest in that folio for a long time!

As I consider moving my SIPs to another platform, I am curious if there are any apps or platforms that can track folios from multiple PANs simultaneously??

Any suggestions would be greatly valued!

Once check IND money app in this you can add family or open joint account(family dashboard )but the UI of indmoney isn't good as other platforms.I haven't invested in this app so I would check all before investing or moving your assets

DM me for referral

 

[gangvar]

I went through the demo of IND money app. The demo did not present any feature to track multiple folios.

Search continues!

 

[tharun]

I went through the demo of IND money app. The demo did not present any feature to track multiple folios.

Search continues!

Did u check family dashboard

 

[PSY]

Can you recommend an app that allows tracking of multiple mutual fund folios belonging to different PANs?

My family invests in SIPs through FINTOO, but their portal is quite problematic and often displays inaccurate information. For instance, it once showed a XXIR of -49% for a folio when in reality it was +28%. Almost gave me a stoke since I have invest in that folio for a long time!

As I consider moving my SIPs to another platform, I am curious if there are any apps or platforms that can track folios from multiple PANs simultaneously??

Any suggestions would be greatly valued!

try MProfit. It's a paid app but worth it. You will have to run the API after every SIP, but that's it. You may track n number of portfolios - across multiple asset classes.
You may use this link if you choose to join - https://mprofit.in/sign-up?r=R59DEBB1441AA5J98

 

[gangvar]

Did u check family dashboard

This is neat!
I wonder why this was not shown in the demo. Family dashboard works just fine. Thanks!

 

[tharun]

This is neat!
I wonder why this was not shown in the demo. Family dashboard works just fine. Thanks!

If it works mark my text as solution

 

[Desu Sarath]

If all these MF accounts have same mail id, then try asset plus.

I used single mail id for all investments done for me, wife and kids.

Asset plus has option to generate statements based on mail id from cams+ other providers.

 

[bigbyte]

only for tracking purpose you can use value research online. They offer to create multiple profile where you can add or upload your investments.

 

[gischethans]

only for tracking purpose you can use value research online. They offer to create multiple profile where you can add or upload your investments.

I second this. After having multiple Value Research Online (VRO) accounts, I recently consolidated them into one with separate portfolios for family members. With VRO, one can either add transactions automatically by importing mutual fund account statements, manually or build a file using their templates

 

[bigbyte]

And if you provide folio number then they can track the transactions automatically.