Next Portfolio 3.8.2 - App Store

Next Portfolio version 3.8.2

Updated At: 2026-06-03

Changes: Version History - 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 3.8.2 5d ago - AMFI links Updated - Contact Screen for RIA - Improved My Journey So Far - Escalation Matrix in Profiles - Add Nominee in Profile List - Check Nominee during Order Placement - Fixed Weekly SIP Dates - Fixed My Goals Status Bar - Fixed Issue of Onboarding of existing client - Other Fixes and Crashes 3.5.3 10/28/2025 - New KYC Onboarding Module - Introduced New NSE Invest - Optimized Client Search for Large IFA - Updated Insurance Filter 3.4.0 08/26/2025 - Added NSE/BSE New Nominee Requirements - Other fixes and updates 3.3.5 06/10/2025 - Improved capital gain realized - Time period filter added in My Journey So Far - Factsheets now show multiple fund managers - Transactions allowed/not allowed in Top Schemes based on ARN mapping - Fixed issue of ARN no. - Fixed issue of NSE Mandate Date - Added security improvements - Other fixes and updates 3.3.0 05/14/2025 - BSE Order history - Added action to fetch Real time order status - New Investment NSE - Added option to Choose Folio bank - Enhanced Security Measures - Goal Planner - Edit / Delete Goals - Capital Gain Unrealized - As per New Income tax rules - Changed NSE Add Bank to Manage Banks and improved it's functionality - Improved Transactions Screen - Fixed BSE, MFU Order placing issues - Fixed One-Day Change in Shares/Bonds. 3.2.9 02/13/2025 - Added CAS Import - Capital Gain Report for FY 2024-25 - Added Nominee & Guardian relation in onboarding - Added Mobile & Email Relationship in onboarding - Fixed Order Purchase Confirmation issue - Updated MFU onboarding as per New Norms - Updated MFU Mandate Authorisation Process 3.2.8 01/12/2025 - Introduced Meetings Notes - Improved contact screen for AMFI due diligence req. - Improved NSE Onboarding Workflow - Added KYC Check while Placing Order - Added IIN Rejection Reason in Profiles - Added Collapsable Option on Home & Portfolio - Added Transaction Mode in New Investment - Added Balance units on fund's detailed Screen - Resolved Mandates Listing & Date Issue - Resolved Date Related Issues - Resolved Capital Gain Realised Report Issue 3.2.6 07/24/2024 - Improved My Journey So Far - Improved Client Search - Added AMFI Regd. MFD - Improved Fund Picks - Fixed Address Screen Issue - Resolved Crashes - General Update 3.2.4 06/04/2024 - Login Via Mobile OTP - Introduced New Goal Module with Add / Edit / Map Folio - Improved Login / Forgot Password / Reset Password / Signup Screens - Improved Transaction Filter - Improved My Orders - Resolved Login Issues - Resolved Crashes - General Update 3.2.2 03/27/2024 Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes 3.2.0 01/09/2024 Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes 3.1.7 12/29/2023 Fixed 1 day Change Issue, New Shares & Bonds Screens, Invite Friend in Client Login, Improved FD & Other Assets Tabs, Improved Top Schemes, Improved My Journey So Far, Fixed Factsheet Sorting Issue, Removed Until Cancelled Option in Mandate & SIP, Resolved Other Fixes and Crashes 3.1.5 11/30/2023 Improved Portfolio Screens, BSE Order Authentication for Individual & Joint Holders, BSE Order Authentication from My Orders Menu, Added Total SIP in My SIP Menu, Added User Profile Screen, New & Improved Top SIP Schemes, Given Physical & NACH option in BSE Mandate, Improved My Orders for Multi Exchange, Fixed Broker Profile Issue, Fixed MFU New Invest Issue, Fixed My Transactions Issues,Search Scheme, Document Upload, Contact No. & FAQ Tab issue, Factsheet Holdings Issue 3.1.3 09/25/2023 Order Authentication in New Purchase & Additional Transactions, Improved Onboarding Flow in BSE / NSE / MFU, Fixed SOA Download Issue, Improved Screen in Other Assets, Fixed Top Schemes Filter, Fixed Funds Picks Filter, Fixed Risk Profile Issue, Fixed Contact us Screen, Fixed NFO Crash, Fixed Document Upload Issue, Fixed Nominee Authentication, Improved UI Screens, Resolved Various Crashes, Other Crash & Bug Fix, General Update 3.1.0 06/20/2023 - Complete Portfolio report download including all assets. - View historical Performance of your Portfolio easily - Transaction statement of any period - 1 Click Statement of Account Download for any Asset Management Company in India - Advanced Capital Gain Reports - 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. 3.0.2 05/25/2023 - Complete Portfolio report download including all assets. - View historical Performance of your Portfolio easily - Transaction statement of any period - 1 Click Statement of Account Download for any Asset Management Company in India - Advanced Capital Gain Reports - 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. 3.0.1 05/24/2023 1. Blog and podcast link updated. 2.0 06/11/2021 1. Social Media buttons Added. 2. About us section link updated. 3. Home Button Added. 4. General Update, Performance Improvements. 5. Implement Secure https Links. 6. Integrated pinLock feature in Portfolio Login. 1.8 09/18/2020 Just Bugs Fixing 1.7 12/23/2016 Just Bugs Fixing 1.6 11/21/2016 Just Bugs Fixing 1.5 10/17/2016 1.4 09/19/2016

Next Portfolio version 3.5.3

Updated At: 2025-10-28

Changes: - AMFI links Updated - Contact Screen for RIA - Improved My Journey So Far - Escalation Matrix in Profiles - Add Nominee in Profile List - Check Nominee during Order Placement - Fixed Weekly SIP Dates - Fixed My Goals Status Bar - Fixed Issue of Onboarding of existing client - Other Fixes and Crashes

Next Portfolio version 3.4.0

Updated At: 2025-08-26

Changes: Aug 26, 2025 Version 3.4.0 - New KYC Onboarding Module - Introduced New NSE Invest - Optimized Client Search for Large IFA - Updated Insurance Filter

Next Portfolio version 3.3.5

Updated At: 2025-06-10

Changes: Jun 10, 2025 Version 3.3.5 - Added NSE/BSE New Nominee Requirements - Other fixes and updates

Next Portfolio version 3.3.0

Updated At: 2025-05-14

Changes: May 14, 2025 Version 3.3.0 - Improved capital gain realized - Time period filter added in My Journey So Far - Factsheets now show multiple fund managers - Transactions allowed/not allowed in Top Schemes based on ARN mapping - Fixed issue of ARN no. - Fixed issue of NSE Mandate Date - Added security improvements - Other fixes and updates

Next Portfolio version 3.2.9

Updated At: 2025-02-13

Changes: Feb 13, 2025 Version 3.2.9 - BSE Order history - Added action to fetch Real time order status - New Investment NSE - Added option to Choose Folio bank - Enhanced Security Measures - Goal Planner - Edit / Delete Goals - Capital Gain Unrealized - As per New Income tax rules - Changed NSE Add Bank to Manage Banks and improved it's functionality - Improved Transactions Screen - Fixed BSE, MFU Order placing issues - Fixed One-Day Change in Shares/Bonds.

Next Portfolio version 3.2.8

Updated At: 2025-01-12

Changes: Jan 12, 2025 Version 3.2.8 - Added CAS Import - Capital Gain Report for FY 2024-25 - Added Nominee & Guardian relation in onboarding - Added Mobile & Email Relationship in onboarding - Fixed Order Purchase Confirmation issue - Updated MFU onboarding as per New Norms - Updated MFU Mandate Authorisation Process

Next Portfolio version 3.2.6

Updated At: 2024-07-24

Changes: Jul 24, 2024 Version 3.2.6 - Introduced Meetings Notes - Improved contact screen for AMFI due diligence req. - Improved NSE Onboarding Workflow - Added KYC Check while Placing Order - Added IIN Rejection Reason in Profiles - Added Collapsable Option on Home & Portfolio - Added Transaction Mode in New Investment - Added Balance units on fund's detailed Screen - Resolved Mandates Listing & Date Issue - Resolved Date Related Issues - Resolved Capital Gain Realised Report Issue

Next Portfolio version 3.2.4

Updated At: 2024-06-04

Changes: Jun 4, 2024 Version 3.2.4 - Improved My Journey So Far - Improved Client Search - Added AMFI Regd. MFD - Improved Fund Picks - Fixed Address Screen Issue - Resolved Crashes - General Update

Next Portfolio version 3.2.2

Updated At: 2024-03-27

Changes: Mar 27, 2024 Version 3.2.2 - Login Via Mobile OTP - Introduced New Goal Module with Add / Edit / Map Folio - Improved Login / Forgot Password / Reset Password / Signup Screens - Improved Transaction Filter - Improved My Orders - Resolved Login Issues - Resolved Crashes - General Update