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About My First Portfolio

My First Portfolio is a FREE app brought to you by My First Portfolio.

This FREE App is for Investors to track their Investment Portfolio and know about My First Portfolio. Products covered include Mutual Funds & Equity Shares.

Key Features:

1. Family Portfolio- Check the updated Family Portfolio.
2. Applicant Portfolio- Check updated Applicant wise Portfolio.
3. Asset Allocation- Get the details of your Net Worth and its composition.
4. Sector Allocation- Get to know sector-wise allocation of your investment.
5. Scheme Allocation- Total exposure in different schemes and its current value.
6. Last Transaction- Check your last 10 Transactions which have done.
7. One Day Change- Check how your Schemes performed yesterday.
8. Latest NAV- Track the NAV for any schemes.
9. Scheme Performance- Check the Top Performing Scheme based on returns.
10. By Folio - Check your scheme-wise and folio wise balance units and current values.
11. Tools - Contains different financial calculators for your help.

PS: To access portfolio in this app you must have Online Portfolio Viewer Account provided by My First Portfolio. 

To get an account with us please email us at [email protected]

What’s new

Version 2.5.4 · Updated October 28, 2026

- Revamped Investor and Advisor Dashboards - Calendar added; AUM Reports moved to Menu - Portfolio revamped with Active Units XIRR - Reasons to Connect added to Advisor Dashboard - Baskets live for NSE and MFU users - Support chatbot added - CAMS SOA Request now working - Fixed multiple users registered error on mobile login - Calculators revamped - Managed/External filter added to Portfolio and Investor Dashboard - Improved app stability, performance

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