Simplicity Investing

Simplicity Investing gives you a clear, current view of everything you hold. It answers the question you actually have between advisor conversations: what is my portfolio worth today, and how is it doing? WHAT YOU CAN SEE • Your whole portfolio — invested value, current value, P&L and XIRR across every account you hold with us, without opening a spreadsheet or waiting for a statement • Returns over 1 day, 1 week and 1 month, so a bad week is never a surprise • Asset allocation — how your money is split across mutual funds and equity • Account detail — drill into any account for its holdings, SIP book and returns • Fund-level holdings — units, latest NAV, day change and returns since you invested, for every fund you own • AUM growth — your portfolio value tracked against what you actually put in • Fund research — NAV history with returns from 1 month to 10 years • Transaction history — purchases, redemptions and SIPs, filtered by period • Orders — transactions in progress, followed through to settlement • Service requests — raise a request with your advisory team and track it to resolution FOR EXISTING SIMPLICITY CLIENTS Your advisor sets up your account. Sign in with the email address registered with us, or with Google. There is no signup in the app, and no way to open an account from here. Simplicity Investing shows you the portfolio your advisor manages — it is a window onto your holdings, not a trading terminal.