Next Portfolio

Excel Net Solutions Private Limited Finance iPhoneiPadiPod touch

Next Portfolio is a free Finance app for iPhone and iPad by Excel Net Solutions Private Limited. Requires iOS 16.0. Updated May 28, 2026.

Price: Free; on the App Store
Size: 100 MB; Age 4+
Updated: May 28; 2026 · v3.8.2

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About Next Portfolio

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

What’s new

Version 3.8.2 · Updated May 28, 2026

- 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

App privacy

The developer, Excel Net Solutions Private Limited, reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

App details

Next Portfolio is a free Finance app for iPhone, iPad and iPod touch, developed by Excel Net Solutions Private Limited. It requires iOS 16.0 or later and is 100 MB to download. It was first released on September 20, 2016 and last updated on May 28, 2026.

Category: Finance
Price: Free
Version: 3.8.2
Size: 100 MB
Requires: iOS 16.0 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: September 20, 2016
Last updated: May 28, 2026
Developer: Excel Net Solutions Private Limited

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