WealthDesk
iOS app by Kaustubh Mhalas. Finance · Kaustubh Mhalas
- Store rating
- 0 / 5
- Store rating count
- 0
- Download price
- Free to download
- In-app purchases
- Unknown
- Version
- 7.7.1
- Listing last refreshed
- 2026-09-13
View the original store listing
Store description excerpt
WealthDesk is a complete wealth management app for the Indian investor — track every asset, follow markets in real time and plan your financial future, with no login and no subscription required. YOUR WEALTH IN ONE VIEW Import your portfolio from an NSDL or CDSL CAS PDF — AI extracts every mutual fund, folio, stock and cost of acquisition in under 30 seconds. Add PPF, EPF, NPS, SSY, fixed deposits, bank accounts, real estate and physical gold. Your net worth updates live as markets move. Swipe between Overview (net worth chart, composition, smart tips) and Holdings (every asset grouped by category, including a cross-portfolio risk breakdown). RESEARCH TOOLS FOR SERIOUS INVESTORS - Find a Stock: rank all Nifty 500 stocks by CAGR from 3M to 15Y. Filter by sector or index, tap to see the full returns chart, share a branded card to WhatsApp or Instagram. - Find a Fund: filter Direct Growth funds by category, CAGR, expense ratio and fund house. Long-press to save to a watchlist. - Fund Compare: analyse up to 3 mutual funds side by side — rolling returns, drawdown charts, SIP simulations. - MF Watchlist: custom watchlists with live NAV and star ratings. Hall of Fame tracks 29 equity funds with 25+ years of history. - MF Virtual Portfolio: 20 model portfolios or build your own. Backtest with real NAV history or project forward. - Category Snapshot: rank every fund in a category by returns and drawdown. - Market Movers: top gainers, losers and 52-week extremes. RSI Screener for oversold and overbought stocks. - Stock Watchlist: track NSE stocks, global equities and crypto with price alerts that fire even when the app is closed. Add the Watchlist Widget for live prices pushed every minute by the server during market hours. - Stock Virtual Portfolio: backtest any basket of stocks with CAGR over 1, 5 and 10 years. - Avg Down Calculator: find the right share count to reach a target average cost. LIVE MARKETS — 60-SECOND AUTO-REFRESH - Global Pulse: live leaderboard across 18 global instruments with period returns from 1W to 5Y. - India: Nifty 50, Bank Nifty, Midcap 150 and 15 more indices with intraday charts, RSI, MACD, FII/DII flows. - Global: US, European and Asian indices, Semiconductors, DXY and VIX. - Currencies: live rates vs INR, charts from 1D to 5Y. - Commodities: Gold, Silver, Crude, Natural Gas and Copper in USD and INR. - Crypto: 20 coins with market cap, 24h volume and full chart history. PLANNING FOR EVERY LIFE STAGE - Financial Plan Journey: 9-step wizard that calculates your retirement corpus gap, recommends a monthly SIP and shows how long your money lasts in retirement. - Retirement Progress: dot-per-day trail of your actual corpus from age 21 to today, with a dashed projection through retirement. - UPI & Transactions Tracker: log expenses manually or via UPI SMS, track spend vs budget, view patterns and a home screen widget. - Investor Profile: SEBI-aligned 14-question risk assessment yielding an asset allocation split. - 3-Bucket Ret
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