MoneyTree by Siddarth Sharma
Siddarth Sharma Finance iPhoneiPadiPod touch
MoneyTree by Siddarth Sharma is a free Finance app for iPhone and iPad by Siddarth Sharma. Requires iOS 16.0. Updated May 22, 2026.
- Price
- Free
- on the App Store
- Size
- 98 MB
- Age 4+
- Updated
- May 22
- 2026 · v2.5.4
Screenshots
About MoneyTree by Siddarth Sharma
MoneyTree by Siddarth Sharma is one-stop shopping for all your Wealth Management 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 2.5.4 · Updated May 22, 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, Siddarth Sharma, reported these privacy practices to Apple.
Data Not Collected
The developer does not collect any data from this app.
Alternatives to MoneyTree by Siddarth Sharma
Looking for apps like MoneyTree by Siddarth Sharma? Here are 6 similar apps on the App Store. The highest rated is DISHAFI (5.0/5), and all 6 are free to download.
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Money Tree Investment Centre
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Money Tree Finance Manager
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DISHAFI
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TARESH
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| MoneyTree by Siddarth Sharma | – | Free | May 22, 2026 | |
| Money Tree Investment Centre | – | Free | Jun 25, 2026 | Compare |
| NEO Progress | – | Free | Jun 6, 2025 | Compare |
| Money Tree Finance Manager | – | Free | Feb 22, 2024 | Compare |
| DISHAFI | 5.0 / 5 (3) | Free | Sep 18, 2026 | Compare |
| TARESH | – | Free | Aug 13, 2026 | Compare |
| Viniog by Mutual Roof | – | Free | Aug 15, 2026 | Compare |