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Screenshots

  • Wealthbid screenshot 1
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About Wealthbid

Wealthbid is a app brought to you by Wealthbid.

This App is for Investors to track their Investment Portfolio and know about Wealthbid.

Products covered include Mutual Funds & Equity Shares.

Key Features:

1. Family Portfolio - Check 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 Wealthbid 

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

What’s new

Version 2.5.1 · Updated August 12, 2026

- Enhanced security with VAPT fixes, SSL Pinning & 2FA - Added Fundsnet Mobile support - Added Contact Us on Sign In & Share Folio Details - Added Custom Period, SIP Delay & Step-Up Calculators - Added Cancel Order in NSE Invest Track Order - Added Last Financial Year export option - Improved Financial Calculators & Goal Reports - Improved MF Central, Portfolio Reports & Sharing - Improved Notifications, Navigation, KYC & Risk Profile - Improved Broker Dashboard & CRM integration

User reviews

A Google user
A Google user
Excellent app. One stop solution.......
A Google user
A Google user
One stop solution for all Investment and Insurance Need.

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