Best app for portfolio tracking India 2026

For most investors in India in 2026, the answer depends on what you want to track. If your goal is **one dashboard for stocks, mutual funds, EPF, NPS, FDs, US stocks, and overall net worth**, then INDmoney is currently the strongest option. Its biggest advantage is automatic aggregation across multiple asset classes and institutions. Multiple recent reviews highlight net-worth tracking as its standout feature. If your goal is **clean mutual-fund-focused tracking without much clutter**, then Kuvera remains a favorite among long-term MF investors because of goal tracking, family portfolio views, and direct-fund investing. However, some Reddit users have been unhappy with recent app changes after the CRED integration. If you primarily invest through Zerodha, then Zerodha Console is often the most accurate for P&L, holdings, and XIRR because it is directly connected to your brokerage account. The limitation is that it is largely focused on the Zerodha ecosystem. If you want **analytics and portfolio overlap analysis**, then Tickertape is arguably the best analytics layer. Many investors use it alongside Zerodha or INDmoney rather than as their only tracker. ### Quick comparison | Feature | INDmoney | Kuvera | Zerodha Console | Tickertape | |---|---|---|---|---| | Net worth aggregation | Excellent | Good | Limited | Good | | Mutual fund tracking | Excellent | Excellent | Good | Good | | Stock portfolio tracking | Excellent | Limited | Excellent | Excellent | | EPF/NPS/FD tracking | Excellent | Good | No | Limited | | Portfolio analytics | Good | Good | Good | Excellent | | Beginner friendly | Good | Good | Medium | Medium | | Best use case | Everything in one place | MF investors | Zerodha users | Analytics-heavy investors | ### My recommendation - **Best overall portfolio tracker in India (2026):** INDmoney - **Best for mutual funds only:** Kuvera - **Best for Zerodha users:** Zerodha Console - **Best analytics and portfolio insights:** Tickertape Official sites: - - - - If you tell me your setup (e.g., Zerodha + mutual funds, or multiple brokers + EPF + US stocks), I can narrow it down to the best choice for your exact portfolio structure.

Finding the "best" portfolio tracker depends entirely on what you invest in and how automated you want the tracking to be. In India, there isn't a one-size-fits-all option because some platforms excel at tracking multi-asset wealth, while others focus heavily on analytics or specific asset classes like mutual funds. Here is the breakdown of the top portfolio tracking apps for Indian investors, categorized by use case: --- ## 1. MProfit **Best for:** Multi-asset tracking, family portfolios, and tax reporting. If your investments are scattered across multiple brokers and asset classes, MProfit is arguably the most robust tool available. * **Supported Assets:** Stocks, Mutual Funds, Bonds, F&O, Corporate FDs, PPF, NPS, Gold, PMS, and AIF. * **How it works:** It allows you to auto-import trade data from over 700+ Indian brokers and upload your consolidated Account Statement (CAS) from CAMS/KFintech. * **Standout Feature:** It generates highly accurate **Capital Gains reports formatted for Indian Income Tax Returns (ITR)** for stocks, mutual funds, and bonds. --- ## 2. INDmoney **Best for:** All-in-one automated net worth tracking (with a clean UI). INDmoney acts as a super-aggregator for your entire financial life. It tracks your net worth automatically by pulling data with your permission. * **Supported Assets:** Indian Stocks, US Stocks, Mutual Funds, EPF, PPF, Real Estate, Bank Accounts, Fixed Deposits, and Insurance. * **How it works:** It tracks your investments by securely scanning your email for CAS statements, linking your PAN, and syncing via Account Aggregators. * **Standout Feature:** Real-time net worth tracking and automated tracking of employee provident funds (EPF) alongside regular equity. * *Note:* The app frequently pushes its own investment and loan products, which some users find cluttered. --- ## 3. Tickertape **Best for:** Equity analysis, mutual fund screening, and sentiment tracking. Tickertape is highly popular for investors who want to track their portfolios while simultaneously running technical and fundamental research. * **Supported Assets:** Indian Stocks, US Stocks, Mutual Funds, ETFs, and Digital Gold. * **How it works:** You can securely link your existing demat account (Zerodha, Groww, AngelOne, Upstox, etc.) directly to the app. * **Standout Feature:** The **Market Mood Index (MMI)** to gauge market sentiment, along with red-flag alerts (e.g., if a company in your portfolio has highly pledged shares or is under ASM/GSM lists). --- ## 4. Value Research Online / My Portfolio **Best for:** Deep mutual fund analytics and clean, no-nonsense tracking. Value Research has been the gold standard for mutual fund data in India for decades. Their tracker is built for serious long-term investors. * **Supported Assets:** Mutual Funds, Stocks, PPF, and Fixed Deposits. * **How it works:** You can import your CAMS/Karvy CAS statements or manually input transactions. * **Standout Feature:** Unparalleled portfolio XIRR analysis, asset allocation breakdown, and comprehensive risk-reporting (showing you if your mutual funds are overlapping in the exact same underlying stocks). --- ## Summary: Which one should you pick? | If your priority is... | The Best Choice Is... | |:--- |:--- | | **Tax filing & multi-broker reconciliation** | **MProfit** | | **Tracking your total Net Worth (EPF, PPF, Real Estate, Crypto)** | **INDmoney** | | **Linking your Zerodha/Groww account for analysis** | **Tickertape** | | **In-depth Mutual Fund health & overlap check** | **Value Research** | What does your investment mix look like right now (e.g., mostly stocks, mutual funds, or a mix of traditional assets like PPF and EPF)?

The best overall portfolio tracking app in India for 2026 is ****. It serves as a comprehensive **all-in-one financial dashboard**, automatically consolidating Indian stocks, mutual funds, US equities, EPF, NPS, and real estate. However, the ideal app depends on your tracking style, the asset classes you hold, and your need for automated tax reports. Top Portfolio Tracking Apps in India (2026) - **INDmoney**: Best for all-in-one net worth tracking. - Automatically syncs data via email parsing, SMS, and Account Aggregators. - Tracks Indian stocks, US stocks, mutual funds, EPF, NPS, PPF, and real estate. - Provides consolidated tax reporting for capital gains. - ****: Best for serious investors and tax compliance. - Supports advanced multi-asset tracking including F&O, PMS, and AIFs. - Allows bulk contract note auto-imports from over 700 brokers. - Generates capital gains reports directly in Income Tax Return (ITR) format. - ****: Best free, privacy-focused tracker. - Offers true multi-asset tracking without aggressive cross-selling ads. - Manages negative entries like home, car, and personal loans to calculate actual net worth. - Tracks fixed deposits, crypto exchange syncs, and insurance premium schedules. - **Tickertape**: Best for stock research and analysis. - Links with India's top stockbrokers (Zerodha Kite, Groww, Angel One) to fetch portfolios. - Provides detailed portfolio health checks, valuation metrics, and red-flag alerts. - ****: Best for basic, direct mutual fund tracking. - Excellent for investors who want to track external mutual funds in one dashboard. - Lacks complex multi-asset tracking (like EPF or gold bonds), focusing heavily on direct investments. Core Comparison of Top Tracking Apps | Feature | INDmoney | MProfit | Agni Folio | Tickertape | |---|---|---|---|---| | **Primary Use** | Holistic Net Worth | Advanced Tax & ITR | Clean Multi-Asset | Stock Analysis | | **Data Sync Method** | Account Aggregator / Auto | Contract Notes / CAS | Manual / Live API | Broker Login Sync | | **XIRR / CAGR Calculation** | Yes | Yes | Yes | Basic | | **Asset Support** | Stocks, MF, US Stocks, EPF, NPS | Stocks, MF, F&O, PMS, AIF, Gold | Stocks, MF, Loans, Crypto, FD | Stocks, Mutual Funds, ETFs | | **Free Tier** | Yes (Ad-supported features) | Free basic version | Robust Free Plan | Free basic tier available | How to Choose Your Tracker 1. Choose **INDmoney** if you want an automated tool to view your **complete financial life** (including retirement funds like EPF) in one central dashboard. 2. Choose **MProfit** if you trade heavily, invest across complex assets (like PMS), or need **stress-free tax filing reports**. 3. Choose **Agni Folio** if you want an **uncluttered, private experience** without constant spam or pitches for personal loans and credit cards. To help narrow this down, what **specific assets** are in your portfolio (e.g., just stocks and mutual funds, or also crypto and EPF)? Do you prefer **fully automated syncs**, or are you comfortable uploading statement files manually?