Best app for portfolio tracking India 2026

If your goal is **tracking your entire net worth in India in 2026** (stocks, mutual funds, EPF, NPS, FDs, bank accounts, US stocks), the strongest overall choice is: ### 🏆 Best Overall: INDmoney Why it stands out: - Tracks Indian stocks, mutual funds, EPF, NPS, FDs, bank accounts, insurance, and even US investments in one dashboard. - Automatic portfolio aggregation and net-worth tracking. - Good asset-allocation and portfolio-health insights. - Works well if you invest across multiple brokers and platforms. ### Best Alternatives | Use case | App | |----------|------| | Deep stock analysis + portfolio insights | Tickertape | | Mutual fund investors | Value Research | | Zerodha users | Zerodha Console | | Privacy-focused investors | Artos | | Advanced/HNI portfolio management | MProfit | ### Quick Comparison | Feature | INDmoney | Tickertape | Value Research | Artos | |----------|----------|------------|----------------|--------| | Stocks | ✅ | ✅ | ✅ | ✅ | | Mutual Funds | ✅ | ✅ | ✅ | ✅ | | EPF | ✅ | ❌ | ❌ | Limited/manual | | NPS | ✅ | ❌ | ✅ | Manual | | Bank Accounts | ✅ | ❌ | ❌ | ❌ | | Net Worth Dashboard | ✅ | Partial | Partial | ✅ | | Portfolio Analytics | Good | Excellent | Good | Good | | Privacy Focus | Medium | Medium | Medium | High | Sources indicate that Tickertape is particularly strong for portfolio analytics, diversification analysis, overlap detection, and stock research, while INDmoney remains the most comprehensive tracker for multiple asset classes. ### My recommendation - **Most investors:** INDmoney - **Serious stock investors:** Use **INDmoney +** Tickertape together. - **Privacy-conscious users who don't want extensive account linking:** Artos. Community discussions often praise it for keeping data on-device and offering strong privacy controls. If you tell me what you invest in (e.g., mutual funds only, stocks + MF, NRI portfolio, US stocks, crypto, etc.), I can narrow it down further.

Finding the "best" portfolio tracker in India depends heavily on **how complex your portfolio is** and whether you prioritize **automation, tax reporting, or deep analysis**. Because of India's robust financial infrastructure (like Account Aggregators and CAMS/KFintech CAS), portfolio tracking has become highly automated. The top portfolio tracking apps for Indian investors are categorized below by their strengths: --- ## 1. The Best for Overall Multi-Asset Tracking & Tax Prep If you invest across multiple platforms (e.g., Zerodha for stocks, Groww for mutual funds, and have some PPF/SGBs), you need a unified dashboard. ### Value Research Online (Portfolio Manager) * **Best For:** Long-term investors wanting zero-fuss, highly detailed analytics and ready-to-file tax statements. * **Asset Support:** Mutual Funds, Direct Stocks, NPS, PPF, Sovereign Gold Bonds (SGBs), and Fixed Income. * **How it works:** It uses an OTP-based secure auto-import via MF Central/CAMS to sync your history in under 60 seconds. * **Why choose it:** It's **free** and provides independent quality ratings, risk analysis, and comprehensive Capital Gains tax reporting (crucial for adjusting to the latest LTCG/STCG tax brackets). ### MProfit * **Best For:** High Net Worth Individuals (HNIs), families, and those managing portfolios with heavy F&O (Futures & Options) or PMS data. * **Asset Support:** Stocks, Mutual Funds, Bonds, F&O, PMS, AIF, and Corporate FDs. * **How it works:** Auto-imports trade data and contract notes from over 700+ Indian brokers. * **Why choose it:** If you have to file complicated ITRs with multiple capital gains and business incomes, MProfit generates flawless, ITR-compliant tax reports. --- ## 2. The Best for Modern, Auto-Syncing Wealth Apps If you want a sleek UI that pulls data automatically via mobile apps without manually uploading statements. ### INDmoney * **Best For:** Investors who also have US Stock exposure alongside Indian investments. * **Asset Support:** Indian Stocks, Mutual Funds, US Stocks, Fixed Deposits, EPF, and Real Estate. * **How it works:** Pulls data seamlessly via CAMS/Karvy Consolidated Account Statements (CAS) and native broker integrations. * **Why choose it:** It provides an excellent, consolidated view of your exact "Net Worth" and offers automated tracking of upcoming dividends. ### Tickertape (Portfolio Insights) * **Best For:** Investors who want to analyze the *health* of their current holdings. * **Asset Support:** Indian Stocks, Mutual Funds, ETFs, and Smallcases. * **How it works:** Connects directly via login with major brokers (Zerodha, Groww, AngelOne, Upstox, etc.). * **Why choose it:** Beyond just showing your P&L, it gives your portfolio a "Diversification Score" and flags red-alert stocks (e.g., companies with high promoter pledging or deep financial red flags). --- ## 3. Best Premium Global Trackers (with Indian Support) If you have a global mindset and want highly advanced visual metrics. ### AllInvestView / Sharesight * **Best For:** Investors with substantial domestic (NSE/BSE) and international assets who want institutional-grade performance tracking. * **Why choose it:** They handle complex multi-currency conversions and accurately calculate Indian Capital Gains Tax (STCG at 20% and LTCG at 12.5% above ₹1.25 Lakhs) while maintaining a clean, ad-free UI. --- ## Summary Recommendation | If your primary goal is... | The Best Choice is... | Price | |:--- |:--- |:--- | | **All-in-one free tracking + Tax reports** | **Value Research Online** | Free | | **Sleek UI + Net Worth + US Stocks** | **INDmoney** | Free (Freemium features) | | **Analyzing portfolio risk & stock health** | **Tickertape** | Free (Basic) / Paid (Advanced) | | **Complex trading, F&O, and CA-level reporting** | **MProfit** | Paid (Free up to a certain portfolio limit) | What specific mix of assets (e.g., mostly mutual funds, direct stocks, or crypto/gold) are you looking to track?

The absolute best app for portfolio tracking in India is **INDmoney**, which serves as the most comprehensive, all-in-one free platform for automatically tracking Indian stocks, mutual funds, US equities, fixed deposits, and provident funds in one dashboard. Because Indian investors often split their money across various asset classes and brokers, different platforms cater to specific tracking personalities. Top Portfolio Tracking Apps in India - **INDmoney**: Best overall for automated all-in-one tracking. - Consolidates Indian stocks, mutual funds, EPF, PPF, real estate, and digital gold. - Auto-tracks investments seamlessly via email statements (CAS) and SMS parsing. - Provides real-time US stock tracking and net worth analytics. - ****: Best for advanced investors, CA firms, and family offices. - Excellent multi-asset support managing data across multiple brokers, demat accounts, and family members. - Handles complex corporate actions, capital gains, and highly detailed tax reporting. - Offers a secure and robust desktop companion alongside the mobile app. - **Tickertape**: Best for active stock market investors and researchers. - Seamlessly logs into and syncs holdings with major Indian brokerages like Zerodha Kite, Angel One, and Upstox. - Merges portfolio tracking with transactional ease and deep quantitative research tools. - **Value Research Online**: Best for mutual fund deep dives and veteran investors. - Provides trusted, objective analytics on mutual fund overlap, asset allocation, and underlying risk factors. - Features clean historical performance charts, XIRR calculations, and portfolio health checks. - **Agni Folio / Arthavi**: Best for zero-ads, privacy-focused tracking. - Open or clean alternative platforms that focus strictly on tracking without pushy cross-selling or financial product ads. - Supports full Consolidated Account Statement (CAS) imports for direct mutual funds. Feature Comparison Matrix | Tracker | Pricing Tier | Auto-Sync (CAS/Broker) | Asset Classes Covered | Best Used For | |---|---|---|---|---| | **INDmoney** | Free (ad-supported) | ✅ Yes (Automated) | Stocks, MFs, US Stocks, FDs, EPF | Holistic Net Worth Tracking | | **MProfit** | Free & Premium Tiers | ✅ Yes (File Upload) | Stocks, MFs, Gold, Bonds, FDs | Advanced Users & Tax Reports | | **Tickertape** | Free & Premium Tiers | ✅ Yes (Broker Login) | Indian Stocks, ETFs, Mutual Funds | Trading & Stock Analysis | | **Value Research** | Paid Tier (Tracker limits) | ✅ Yes (CAS Sync) | Mutual Funds, Stocks, NPS | Asset Allocation & Risk Analytics | | **Agni Folio** | Completely Free | ✅ Yes (CAS Upload) | Stocks, Mutual Funds, FDs | Clean, Privacy-First Tracking | Key Features to Prioritise 1. **XIRR and CAGR Calculations**: Ensure the app measures your Extended Internal Rate of Return (XIRR) to correctly account for timed SIPs and lump-sum movements. 2. **Account Aggregator & CAS Support**: Choosing an app that imports CAMS/KFintech CAS files automatically ensures your mutual fund dashboard updates without manual data entry. 3. **Data Privacy**: Review the app's privacy policy. Free apps often use aggregated financial profiles to pitch loans, insurance, or credit cards. To help find the absolute perfect match, what **specific assets** are in your basket (e.g., just mutual funds, or also real estate and crypto)? Let me know if you prefer **automated tracking** over strict **data privacy**.