Release Notes

Updates in 4.12.22 [23rd July 2015]

New Features

  • Excel Upload now supports Microsoft Office Open XML (.xlsx) files.

New Institutions

  • Auto-Update is now supported for Corporation Bank Loan accounts.
  • Auto-Update is now supported for Central Bank Corporate Accounts for PLATINUM users.

Updates in 4.12.21 [23rd June 2015]

New Institutions

  • Auto-Update is now supported for BOI, PNB, KVB, Andhra Bank, Allahabad Bank and Union Bank Corporate Accounts for PLATINUM users.

Updates in 4.12.20 [1st June 2015]

New Institutions

  • Auto-Update is now supported for BOB and OBC Corporate Accounts for PLATINUM users.

Updates in 4.12.19 [8th May 2015]

New Features

  • EPF View is extended to support the additional information on employee contribution provided by the website.
  • NPS View is extended to support the new transaction types.
  • Income Tax Wizard is now upgraded for FY 2015-16.

New Institutions

  • Auto-Update is now supported for Religare MF.

Updates in 4.12.18 [13th April 2015]

New Institutions

  • Auto-Update is now supported for Motilal Oswal MF and HDFC eLoan accounts.

Updates in 4.12.16 [20th February 2015]

New Institutions

  • Auto-Update is now supported for Tata Credit Card and MoneyPalm Backoffice Equity accounts.

Updates in 4.12.15 [12th February 2015]

New Institutions

  • Auto-Update is now supported for UAN-based EPF accounts.

Updates in 4.12.11 [16th December 2014]

New Features

  • MF Investment Performance Report now shows a grand total XIRR for all purchase transactions of one's current investments.

Others

  • Auto-Update Support of Corporate accounts for limited use is now available only for PLATINUM users. For high volume non-retail requirements, consider purchasing Perfios Dashboard product.

Updates in 4.12.10 [20th November 2014]

New Features

  • We have replaced the 'New Features' box in Dashboard by a more useful feature. The new 'Expense Tracker' shows your top five expenses in last three months.

Updates in 4.12.9 [10th October 2014]

  • Your communication email address can now be delinked from your Perfios login id.

Updates in 4.12.8 [24th September 2014]

  • We have added an additional SMS Service Provider to serve you alerts and reminders faster.

Updates in 4.12.7 [10th September 2014]

  • We have upgraded our servers to higher configuration machines in Amazon Data Center. Hope you will enjoy the even faster performance.

Updates in 4.12.6 [28th August 2014]

  • The Excel Template for uploading Equity Transactions now supports up-to-date list of tickers.

Updates in 4.12.5 [6th August 2014]

New Features

  • Introduction of Asset Class
    • Dashboard now supports Asset Type View. The old account-wise view is retained in Classic View. User's preferred view is automatically remembered. Below is a list of asset classes and what constitutes them.
      • Cash - Cash in Bank, Overpaid Credit Card, Cash Register accounts, Positive Cash Position in Equity accounts
      • Debt - Fixed Deposit, Bonds, Small Savings (NSC, PPF etc.), Debt Mutual Funds, Listed debt products under demat accounts, Debt funds in NPS
      • Equity - Listed shares under demat accounts, Equity oriented Mutual Fund, Equity funds in NPS
      • Hybrid - Hybrid Mutual Funds
      • Gold - Gold accounts under Miscellaneous, Gold Mutual Funds, Gold ETFs under demat accounts
      • Others - Miscellaneous investments under Demat account, Other accounts (e.g. Art, Commodity etc.) under Miscellaneous
      • Real Estate - Real Estate accounts under Miscellaneous
      • ULIP - This shows up as a different asset class. Owing to the non-standard naming of ULIP funds, we are not attempting to classify them at this moment

    • Note: NPS accounts will show asset type as 'Others' for the first time. To fix this, please auto-update the NPS account.
    • Asset class view can also be seen in the below screens.
      • Mutual Fund Summary and Account view
      • Equity Summary and Account view
      • NPS Account view
    • Net Asset Report is enhanced to support asset classes. The old format can still be accessed by selecting 'Show assets classified by account type' under 'Others' tab of report parameters.
  • Capital Gain changes to Debt Mutual Funds, as per Union Budget 2014
    • Debt oriented Mutual Funds redeemed on or after 10th July 2014 are treated as Short Term if holding period is less than 3 years. If held for more than 3 years, it is treated as Long Term. Also the option to compute gain without Indexation is not available for Long Term Capital Gain in such investments.

Updates in 4.12.4 [15th July 2014]

New Features

  • Income Tax Wizard is now upgraded for FY 2014-15.

Updates in 4.12.3 [10th July 2014]

New Features

  • New Report
    • A new report, titled Equity and Mutual Fund Asset Exposure Report, is introduced under Quick Reports => Portfolio.
    • It is applicable for users who have investments in Equity and/or Mutual Funds and configured the corresponding accounts in Perfios.
    • The report combines exposure to a specific asset (stock, bond etc.) from Equity and Mutual Fund accounts. This helps to analyze over exposure or under exposure to a specific asset.
    • Notes
      • Sector information, wherever available, is shown.
      • Computed exposure (for Mutual Fund) = Market value of the investment * holding percentage of the fund in the corresponding asset
      • Computed exposure may be negative in some cases. Mutual funds often owe money from sources, that they usually report as lendings/borrowings or as liabilities.

Updates in 4.12.2 [1st Jul 2014]

New System Categories Introduced under 'Expense'

  • 'Air Fare'
  • 'Club Membership'
  • 'Family Expenses'
  • 'Medical:Diagnostics'
  • 'Shopping'
  • 'Shopping:Children Toys and Apparels'
  • 'Shopping:Sporting Goods and Apparels'

System Categories Renamed or Moved under 'Expense'

  • 'Apt Maint Fee' to 'Housing:Maintainance Fees'
  • 'Auto:Insurance' to 'Insurance:Vehicle Insurance'
  • 'Books' to 'Shopping:Books'
  • 'Clothing' to 'Shopping:Clothing and Apparels'
  • 'Electronics' to 'Shopping:Electronics and IT'
  • 'Groceries' to 'Shopping:Groceries'
  • 'Household' to 'Shopping:Household'
  • 'Jewelry' to 'Shopping:Jewelry'
  • 'Medical:Insurance' to 'Insurance:Medical Insurance'
  • 'Online Shopping' to 'Shopping:Online Shopping'

Updates in 4.12 [21st May 2014]

New Features

  • Enhancements of Income/Expense Reports
    • Except the Category Cash Flow Comparison report, all other income/expense reports now allow selection of un-categorized transactions.
    • Selection of Group Categories is removed. It is included by default. For example, if you create an expense report with Dining as a selected category, the split parts of category Dining in all group and split transactions are automatically included.
    • Selection of split names (a split part which is not a category) is available.
    • Cash Flow Summary Report now allows selection of categories.
    • A new option is introduced to group sub-categories under parent category. If selected, all incomes/expenses under each sub-category will be grouped under the top-most selected parent category. For example, if both Dividend and Dividend:MF Dividend are selected, incomes under Dividend:MF Dividend will be considered under category Dividend.
    • The Income and Expense reports now allow grouping of categories (under each period) in terms of the top 3 or top 5 expenses. The remaining part is shown under ~Others.
    • For ease of selection of time period, a pair of stepper buttons is introduced. These buttons, plus (+) and minus (-), allow you to step forward and backward the date range by the same time period. For example, if selecting Year to Date shows date range as 1-Jan-2014 to 13-May-2014, clicking the minus button will change date range to 1-Jan-2013 to 31-Dec-2013.
    • A new chart, called Category Chart, is introduced. This chart shows amounts under each period for a given category, also displaying the total, and then repeating the same for all selected categories. This chart supports drill-down like all other charts.
    • Multi-level drill down is introduced. The last drill-down view shows transactions. In order to do drill-up, click on the Back button at top-right.

Updates in 4.11.8 [26th March 2014]

New Features

  • BondsVaried coupon rates for different categories of investors: Bonds usually come with varied interest rate based on the category of the investor - retail, corporate, NRI etc. What we see in NSE/BSE portal is the base rate. So users should be able to review the coupon that we show for listed bonds and make appropriate changes if required.

Updates in 4.11.7 [13th March 2014]

New Features

  • Support of Foreign Currency Accounts: It's now possible to have non-rupee accounts in Perfios.
    • For manual accounts, the currency should be mentioned at the time of creating the account.
    • Perfios will keep extending Auto-Update engine to support commonly used Foreign Currency accounts. When supported, the currency of the account will be automatically discovered and applied at the time of configuring the account.
    • To start with, FCNR accounts of State Bank can now be configured in Perfios.


Updates in 4.11.6 [27th February 2014]

New Features

  • Support of Bonds: Finally Bonds find a home, under FD. The asset class is renamed to 'FD & Bonds'.
    • Users who had bonds and NCDs in their Demat Accounts were tracking it under the Miscellaneous sub-section of Equity so far. These instruments, if listed in NSE or BSE, will now show up along with the equity holdings.
    • For any future bonds and NCDs purchased by users, they are encouraged to create appropriate accounts under 'FD & Bonds'.
    • While creating a Bond account, you can search for listed bonds based on Issuer name, ISIN or NSE/BSE Symbol.
    • Perfios will automatically track quotes of listed debt securities.
  • Gold and Silver Accounts: These were already available under Miscellaneous Assets category. It's now possible to specify the purchase location, quantity and carat of these commodities. Perfios will automatically compute and display the current value based on latest market rate for the same.


Updates in 4.11.3 [22nd January 2014]

New Features

  • Credit Card View is upgraded to show details of each statement. Transactions pertaining to a statement are now shown under the statement view. Search facility is available, for listing transactions across statements matching search criteria.
  • As a direct consequence of this change, it's required to know statement date for each credit card. For Auto-Update accounts, it will be automatically taken care of after the first Auto-Update. However for manual accounts, users should mention the date just once while visiting the account view, or upload the latest statement.


Updates in 4.10.9 [15th November 2013]

New Product

  • Perfios Android App is now available on Google Play. The current version is a sleek app providing primarily Expense Management features. Users using both Web version and Android App can sync credentials and perform Auto-Update from Android App.

Updates in 4.10.8 [28th October 2013]

New Features

  • Event Calendar under My Messages
    • The Reminders section under My Messages is replaced by the new Event Calendar.
    • You will find all your existing user reminders in this new and enhanced Event Calendar, as "User Events".
    • You can add/modify/delete those events from here itself.
    • You can create many more types of events now. Examples:
      • Birthdays or yearly house property payment events
      • Quarterly apartment maintenance payment events
      • Monthly bill payment events
      • Weekly events
      • Or even daily events
    • You will find many events automatically added to your Event Calendar based on the your configured accounts. For example, if you have added a credit card account, you will automatically find credit card payment due events in your Event Calendar. Note that this feature is available only for premium users.
    • Now you can get upto 5 EMAIL/SMS reminders delivered for each event in your Event Calendar (SMS delivery is subject to subscription plan limits).
    • Now you can generate Event Calendar report for any month during past 1 YEAR, current YEAR and next 1 YEAR as compared to past 1 MONTH, current MONTH and next MONTH earlier.

 

Updates in 4.10.3 [5th August 2013]

New Features

  • Income Tax Wizard is now upgraded for FY 2013-14.
  • Recurring Deposit (under Small Savings) has been enhanced to incorporate Monthly Deposit Amount and Quarterly Interest Computation.

 

Updates in 4.10.2 [19th July 2013]

New Institutions

  • Auto-Update is now supported for HSBC InvestDirect.

Updates in 4.10 [9th July 2013]

New Institutions

  • Auto-Update is now supported for EPF, Aviva Traditional Insurance, ING Vysya Traditional Indurance and Axis Bank Loan accounts.

 

Updates in 4.9.10  [17th May 2013]

New Features

  • Users who have successfully installed and use SmartUpdate application can now check the logs of SmartUpdate requests of their Auto-Update accounts by going to TOOLS >> VIEW SMARTUPDATE LOG.

 

Updates in 4.9.5  [5th April 2013]

New Institutions

  • United Bank Loan

 

Updates in 4.9.4  [30th March 2013]

New Features

  • Launching of https://www.kotakmoneywatch.com site for Kotak Bank. Customized application for Kotak MoneyWatch customers.
  • Enhancement of My Budget - you can now configure yearly as well as monthly budgets.

 

Updates in 4.9.3  [26th February 2013]

New Features

  • New SmartUpdate Installer
  • Option to select Active/Closed accounts from Account tree in Quick Reports and few other places
  • New column "Maturity Date" in Fixed Deposit and Small Savings summary views
  • New column "Percentage Change" in Equity Summary and Equity Account Summary views

New Institutions

  • Bajaj Capital Loan
  • ICICI Traditional Insurance

 

Updates in 4.9.2  [7th February 2013]

New Features

  • From this release, all Miscellaneous accounts will look like the rest of the Asset classes (Summary/Manage Accounts -> Summary/transactions tabs).
  • Moreover, automatic handling of Gold and Silver prices have been added.
    • The current price of Gold and Silver are fetched everyday.
    • In order to let Perfios track the current value of your investment, you have to mention the 'Units' - basically how many gm of Gold or how many kg of Silver you possess.
    • Till now, Gold/Silver assets were marked under 'Commodities (Gold, Silver,...)' type.
    • This type has been split into Gold, Silver and 'Other Commodities'.
    • The users' accounts that were under 'Commodities (Gold, Silver,...)' have been moved to 'Other Commodities'. We did not want to apply intelligence and guess whether a particular account was Gold or Silver and migrate them automatically.
    • Instead you can now go to Miscellaneous -> View/Manage All -> Manage Accounts. Select the appropriate account and click on 'Edit Account', to change the asset type to Gold/Silver.

New Institutions

  • Tata Capital PMS

 

Updates in 4.9.1  [24th January 2013]

New Institutions

  • IndusInd Bank
  • IDBI Home loan

 

Updates in 4.9  [11th January 2013]

New Features

  • You can now select accounts while setting up Budget.

 

Updates in 4.8.4  [4th January 2013]

New Features

  • Enhancements of My Profile => Manage Credentials. Options to choose storing encrypted credentials either locally at current PC, or at server (for roaming), or at both places with automatic syncing. Consult https://www.perfios.com/index.php/about-us/135 for more details.
  • New report - MF Portfolio schemes vs. Benchmark Performance.

New System Categories Introduced

  • Income
    • Salary
    • Pension

New Institutions

TATA AIA Traditional Insurance

 

Updates in 4.8.3  [14th December 2012]

New Institutions -

  • ICICI Bank Home Loan (Not linked to Bank)
  • UCO Bank

 

Updates in 4.8.2  [30th November 2012]

New Features

  • Budget Tracking is introduced - check out the new tab My Budget

New Institutions

  • Karnataka Bank FD
  • MOSt Portfolios
  • MNYL Traditional Insurance

 

Updates in 4.8.1  [19th November 2012]

New Features

  • Support for NPS Tier-II

New Institutions

  • AXIS Direct

 

Updates in 4.8  [17th October 2012]

New Institutions

  • LIC Home Loan

 

Updates in 4.7  [1st October 2012]

Auto-Update now available from Perfios Mobile

  • Auto-Update from Mobile - Get Latest transactions from all your accounts (Banks, Credit Cards, Equity etc.) from anywhere, anytime;
  • Track your Equity & Mutual Fund performance;
  • Take control of your accounts. Receive alerts and reminders while on the move;
  • Track cash transactions from your wallet.

Auto-Update for Loans

  • Auto-update of home loans, personal loan is now available for HDFC customers

New Institutions -

  • ICICI B2
  • HDFC Traditional Insurance
  • HDFC stand-alone Home Loan

 

Updates in 4.6  [6th September 2012]

New Institutions - New Pension Scheme or NPS is now supported in Perfios.

  • NPS is part of Small Savings.
  • Auto-Update of NPS Account is supported for NSDL (https://cra-nsdl.com/CRA/)
  • There is NO Manual account support for NPS.
  • NAV of the funds will be fetched from NSDL site during Auto-Update. There will be no NAV fetch on a daily basis.
  • SS Summary Report and Net Asset Report is supported for NPS.
  • Export Data is supported for NPS with the limitation that only NPS Summary and NPS Investment Tranasctions will be exported. Tier 1 Summary or Transactions won't be exported as of now.

 

Updates in 4.5.4  [6th July 2012]

New Features

  • Portfolio Tracker is also available from Dashboard => My Portfolio
  • More Perfios Trendz
  • Income Tax: View EFiling Status now hides repeated payment failures and shows only the latest one
  • Income Tax: A Legend link is added to the Advance Tax Calculator

New Institutions - Auto-Update is now available for

  • Canara HSBC ULIP
  • Karur Vysya Bank
  • Axis bank FD

 

Updates in 4.5.3  [28th June 2012]

New Features

  • Income Tax Return Filing is now open for ITR2.
  • A video featuring demonstration of Income Tax Return Filing is now available under the Income Tax tab.

New Institutions - Auto-Update is now available for

  • ICICI Bank PPF

New System Categories Introduced

  • Transfer
    • 'Credit Card Payment'
  • Expense
    • 'Child Care'
    • 'Money Given'
    • 'Family Function'
    • 'Business Expense'
    • 'Books'
    • 'Rent Deposit'
    • 'Parental Care'
    • 'Official Expense'
    • 'Online Shopping'
    • 'Website Charges'
    • 'Down Payment' under 'Auto'
    • 'Down Payment' under 'Housing'
    • 'Equity' under 'Investment Expense'
    • 'Mutual Funds' under 'Investment Expense'
    • 'Fixed Deposits' under 'Investment Expense'
    • 'Small Savings' under 'Investment Expense'
  • Income
    • 'Rent Deposit'
    • 'Equity' under 'Investment Income'
    • 'Mutual Funds' under 'Investment Income'
    • 'Fixed Deposits' under 'Investment Income'
    • 'Small Savings' under 'Investment Income'

 

Updates in 4.5.2  [19th June 2012]

New Features

  • Investments in listed debt instruments (e.g. Bonds, Warrants etc) now show up along side equity investments in Demat/Trading accounts. Their last traded price is also available.

New Institutions - Auto-Update is now available for

  • SBI Mutual Fund

 

Updates in 4.5  [6th June 2012]

New Features

  • Introducing Perfios Trendz - Based on the aggregated and anonymized data within Perfios. Perfios Trendz presents interesting statistics in a visually appealing manner so as to help you in getting a perspective of preferences for various financial institutions/schemes.
  • Income Tax Return Filing for Financial year 2011-12 is now open for ITR1 forms.
  • New Equity Capital Gains Report.

New Institutions - Auto-Update is now available for

  • Tamilnad Mercantile Bank

 

Updates in 4.4.13  [4th May 2012]

New Features

  • Users can now use an alternative and more usable List View of Accounts (under My Accounts) in case they have many accounts under an asset class.
  • PPF tenure can now be increased indefinitely by a block of 5 years at a time.

 

Updates in 4.4.12  [20th April 2012]

New Features

  • Revamped WAP site - m.perfios.com - Now check out your latest transactions, balances and update your cash register On The Go. 

New Institutions - Auto-Update is now available for

  • Principal Mutual Fund
  • IndusInd Credit Card
  • Standard Chartered Securities

 

Updates in 4.4.8  [26th March 2012]

New Features

  • Track your portfolio movement over time across select asset classes. Now, included with the ability to track Fixed Deposits.
  • Mutual Fund Face Value changes are now supported.
  • Support for Warrant in equity Account.
  • Compute your tax liability for the upcoming financial year (2012-13) as per the recent budget announcements.

New Institutions - Auto-Update is now available for

  • SBI Corporate Saral
  • Central Bank of India

 

Updates in 4.4.6  [28th February 2012]

New Features

  • Track your portfolio movement over time across select asset classes.
  • Small Savings has been enhanced to support generation of transaction, historical interest rate tracking with a much simplified user interface.
  • Now you can share, close and manage your loans like any Bank, Credit Card etc.
  • Now you can categorize a single transaction across multiple categories using Split transaction.

New Institutions - Auto-Update is now available for

  • Bharti AXA (ULIP).
  • Emkay Securities.
  • Future Capital.

 

Updates in 4.4.3  [4th January 2012]

New Features

  • Automated handling of Equity corporate events (Bonus, Stock Split, Dividends etc.,) - For Platinum users only.
  • Select a timeline while viewing your latest transactions - Since Last Login or Last 7 days or Last 30 days.

New Institutions - Auto-Update is now available for

  • TATA Securities.
  • Kotak FD.

 

Updates in 4.4.2  [15th December 2011]

New Features

  • Been away for few days? see your latest transaction across Bank, CC, Mutual Funds, Equity in the New Dashboard - Latest Transactions
  • Category management  - Easy and simpler way to categorize your Bank/ Credit Card/ Cash Register transactions.
  • View your Insurance benefit including Traditional Insurance policy, as part of the Net Asset Report.
  • Your SIP investment reminder are now available as part of the Event calendar.
  • View latest corporate news of your ticker in Equity Account view.
  • View your declared dividends across all your Equity & Mutual Funds accounts.

New Institutions - Auto-Update is now available for

  • Max New York (ULIP).
  • TATA AIG (ULIP).

 

Updates in 4.4  [21st November 2011]

New Features

  • New Dashboard
  • Event Calendar available in your dashboard
  • Equity Summary & Account View (Cost of Acquisition is added)
  • Traditional Insurance (Auto-update)
  • New Institutions - Auto-Update is now available for LIC and Bajaj Allianz Traditional Insurance, and Ventura Securities.
  • New Auto-update message window
  • Bulk Auto-Update is now available only for Platinum/ Gold subscribers

 

Updates in 4.3     [22nd October, 2011]

New Features

  • New Report: Event Calendar - A compact listing of important financial events for the month.
  • A 'Get Started Wizard' is available for new users to simplify account creation.
  • An introductory animated video to know all about Perfios is now available.

 

Updates in 4.2     [30th September 2011]

New Institutions - Auto-Update is now available for

  • Saraswat Bank.
  • South Indian Bank.
  • United Bank of India (Bank).
  • United Bank of India (Fixed Deposit).

 

Updates in 4.1.2     [14th July 2011]

New Features

  • For premium (paid) users, Income Tax Online Return filing using Income Tax Wizard data is available now.
  • Equity Capital Gain reports now show the Gold ETFs separately, showing gains with and without indexation.

IMPORTANT:

  • Note that there are several changes in the Income Tax Wizard since version 4.1.1. If you intend to use the same data to file your tax return, please reopen the Wizard and go through each and every item, including Form 16 fields, deductions and tax payment details, and validate that the data is correct. Only after this you can proceed for Tax return filing.
  • For example, as per the ITR2 form house property address is mandatory if you have house property, but you might not have configured the same if you had edited Income Tax Wizard data earlier. So you have to enter the data now if it is applicable for you.
  • There are lot more validations in place in the Wizard now, which will ensure correctness of data. Unless you go through and validate the data, the subsequent steps of Income tax filing may fail.
  • A preview of ITR1/ITR2 will be available just before Income Tax Return filing for final checks.


New Institutions - Auto-Update is now available for

  • Geojit BNP PARIBAS

 

Updates in 4.1.1     [1st July 2011]

New Features

  • You can now file Income Tax Return online. Visit Income Tax tab for more details. Note that as of now filing can be done only for ITR1 cases (salary + max one house property). Upload Form 16 file to proceed.

IMPORTANT: There are several changes in Form 16 file processing. If You have uploaded Form 16 for FY 2010-11 earlier, please delete and upload freshly.

New Institutions - Auto-Update is now available for

  • ICICI Prudential PMS

 

Updates in 4.1     [18th June 2011]

New Institutions - Auto-Update is now available for

  • HSBC Mutual Fund

Changes

  • Mutual Funds - New transaction types Transfer-in/Transfer-out, Demat-in/Demat-out has been introduced.
  • Income Tax - Manual IT Return filing is available for corporate employees.

 

Updates in 4.0.13     [11th June 2011]

New Institutions - Auto-Update is now available for

  • Religare CRN Login
  • Quantum MF

Changes

  • Enriched Mobile Browser application (WAP) - available on iPod Touch 2.0+, iPhone 3.0+, Android 2.1+, Nokia C6 & E-Series (Opera Browser) View here
  • Login to Perfios WAP from http://m.perfios.com using your email address and password (PIN will not be needed any more).
  • Now update your cash register from your Mobile Browser application.
  • View your Equity holding as Bar & Pie chart.
  • View your Mutual Funds asset allocation along multiple dimensions - AMC-wise, Asset Class-wise (Debt/Equity/Hybrid) or Sub-Asset Class-wise (Liquid,Energy, FMP etc.,).
  • A new link marked 'More' is now available in your Account Transaction Tab. It is a quick navigation menu for you to access reports, alerts or upload data.
  • On popular demand - Total value, Total cost, Unrealized profit/loss and XIRR are now available at account level for your Mutual Fund accounts.


Updates in 4.0.12 [14th May 2011]

New Institutions - Auto-Update is now available for

  • Standard Chartered Bank (Corporate Banking).
  • HDFC Bank (Corporate Banking).
  • ICICI Bank (Corporate Banking).
  • Kotak Bank (Corporate Banking).
  • Bank of India (Fixed Deposit).
  • SBI Cap Securities MF and DMAT (Trade Login).

Changes

  • Experience much faster Auto-Update if you have multiple accounts in the same institution. For example if you have a savings account, two credit cards and five fixed deposits in Citibank, and you run Auto-Update for all from Tools=>"Auto-Update Accounts", then the entire Auto-Update will be completed in one shot. Currently this feature is available only for top institutions.

 

Updates in 4.0.11     [30th April 2011]

New Features

Perfios Advisor - A new Application for emerging Financial Advisors to manage their client's financial portfolio online.
SIP Rule wizard - Makes it easier for you to create and manage your Mutual Fund SIP transactions to give a better outlook for your portfolio.

New Institutions

  • Auto-Update is now available for DSP BlackRock Mutual Fund.

Changes

  • Bonds, Structured and other PMS products that are part of your Mutual fund accounts, will not show up anymore in your mutual fund account after Auto-Update. You must manually include them under 'Miscellaneous' in order for their value to reflect in your dashboard. In future, these products will be captured and presented appropriately.

 

Updates in 4.0.9     [14th March 2011]

New Institutions

  • Auto-Update is now available for Tata MF and Parag Parikh Equity.

 

Updates in 4.0.7     [4th March 2011]

New Institutions

  • Auto-Update is now available for SBICap Securities Equity and Corporation Bank FD.

New Apps

  • Perfios app now available for select BlackBerry mobiles. For more details, please visit Perfios mobile.


Updates in 4.0.4     [5th February 2011]

New Institutions

  • Auto-Update is now available for Karvy e-DOST Deutsche Bank PMS and IDBI Bank FD.

 

Updates in 4.0.3     [28th January 2011]

New Features

  • Income Tax wizard now supports ITR-1 report
  • Easily move your Perfios Account credentials across machines through Backup, Restore available under ' My Profile '
  • Miscellaneous Capital Gains Report now available under ' My Reports '
  • Track your ULIP Performance with historical charts, now available under ' My Reports '

New Institutions

  • Auto-Update is now available for State Bank Group Corporate Account, IDFC PMS, R.K. Global Securities and Prabhudas Lilladher

Changes

  • Manage your MF portfolio better with asset class-level XIRR support now available under MF Profit & Loss Report
  • Optimization change leads to quicker start of the application

 

Updates in 4.0 [30th December 2010]

New Features

  • Income Tax preparation is integrated completely with your Perfios accounts – now, your tax preparation can be highly automated (a Premium feature)
  • The Income Tax Wizard allows you to capture tax information from all your accounts configured at Perfios. This is a premium feature but free users can 'preview' this  feature
  • Upload your Form 16 from your employer
  • Also upload your 'Form 26AS' – the tax paid document provided by the IT department.
  • Income tax wizard now outputs a comprehensive set of reports (Statement of Affairs, AIR, Capital Gains etc.)
  • 'My Reports' section has a new look and few new reports, try out the newly added 'Net Asset' report !
  • Now get all your Alerts and Reminders through SMS as well ! (a Premium feature)
  • Provident Fund (PF) is supported as Small Savings Account
  • Saving of Reports as charts and graphs continues to be available to all users
  • Saving of Reports in PDF, Excel or HTML format is now a premium feature

New Institutions

  • Auto-Update is available for Allahabad Bank, Federal Bank Fixed Deposit

Changes

  • 'My Profile' is now a separate top level section that allows you to manage your Password and subscription
  • 'My Profile' section also allows you to enable sms and mobile access (Premium features)
  • 'SmartUpdate' tool is now a Premium feature
  • Statement Upload, statement email forward and Document storage have limits now (unlimited for Platinum plans)
  • Excel upload continues to be free
  • 'My Documents' is now under 'Tools' with the new name 'Manage Documents'
  • 'Export Data' is a now a Premium Feature
  • Your previously saved Income Tax computation file (if any) are now available as Income Tax Reports under 'Manage Documents'
  • If you already have saved report(s) [in PDF, Excel or HTML format], you would continue to have access to all such reports