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rplan Mobile App

The rplan app lets you track your investments on the go.

We’re pleased to announce the launch of our new app for Apple iOS and Android. Keeping track of your investments, their cost and performance has never been easier.

Dashboard

Your dashboard screen gives you a quick glance at your overall portfolio value. Using the time periods below the chart, you can track the performance of all your portfolios over selected time periods (1m, 3m 6m, 1y, 3y and All Time).

You can also select different data points on the graph to see the price date and the value of your portfolio at that time, and tap the portfolio name to see the All Time gains each of your individual portfolios.

Portfolio Overview

Accessing your portfolio from the dashboard gives you a clear, concise overview of the Cost, Risk, and Performance associated with your portfolio, as well as the all-time gains.

Your holdings

Use the Holdings tab to view a list of all the funds you have invested in and the current value. Use the ‘more’ button to sort your holdings by name or by value.

Your transactions

To view a portfolio’s transactions, click the ‘activity’ tab - this shows the transactions in chronological order.

Security

Login using the same high grade 128-bit encryption technology used on the rplan site, ensuring your details are kept safe. Access ‘My Devices’ under the ‘My Account’ section of the rplan website, manage your devices and revoke access from individual devices at any time.

We hope you enjoy using our app, make sure to send us your feedback either through the appropriate App store or on support@rplan.co.uk


Download the app now:

4 months ago
rplan_Nick
61 reputation

Comments

0

Hi Nick,

The new app is quite refreshing and I love being able to sort funds by value. Looking forward to future developments that help me track individual fund performance and allow me to trade via my phone / ipad.

On a slightly different note, are there any plans to bring the sorting (by value) ability to the main website dashboard too?

Jayant

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3 months ago
jayantkaul
0 reputation
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Hi Jayant,

Thank you for your feedback, we're pleased to hear you are enjoying using the app (and apologies for the slow response).

The ability to sort holdings by value sounds very useful, and in fact is already on our existing roadmap; it's good to hear what features would be useful though, so thanks a lot for taking the time to let us know. I have passed your feedback onto the development team, who prioritise the items we build next.

Please do not hesitate to contact me if there is anything else I can help you with.

Many thanks,

Victoria

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3 months ago
rplan_Victoria
0 reputation

Hi Victoria

Any news on the updates that allow us to sort by value?

Jayant

- jayantkaul1 month ago report this comment
0

Hi Jayant,

Thank you for the follow up on the request you made.

We hope to be able to offer a 'sort by value' feature on the site in the future, however at the moment we do not have a timescale on when we will be implementing this. Your request has been logged with our development team who prioritise what we build next, based on demand and what will be most advantageous to our members.

Please do not hesitate to contact me if there is anything else I can help you with.

Many thanks,

Victoria

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1 month ago
rplan_Victoria
0 reputation
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