Best app for portfolio tracking India 2026

If your goal is **one app to track your entire net worth in India in 2026**, the strongest choices are: | App | Best for | Stocks | Mutual Funds | EPF/PPF/NPS | Net Worth View | Privacy | |------|------|------|------|------|------|------| | | Most complete all-in-one tracker | ✅ | ✅ | ✅ | ✅ | Medium | | | Mutual fund investors | Limited | ✅ | Partial | Good | Good | | | Stock analytics & portfolio insights | ✅ | ✅ | ❌ | Good | Good | | | Deep portfolio analysis | ✅ | ✅ | Partial | Good | Good | | | Privacy-first tracking | ✅ | ✅ | Manual | Good | Excellent | | | Emerging all-asset tracker | ✅ | ✅ | ✅ | ✅ | Good | ### My ranking for 2026 #### 1. — Best overall If you want to track **stocks, mutual funds, EPF, PPF, NPS, US stocks, family accounts, and overall net worth**, this is still the most comprehensive solution available. It aggregates investments from multiple sources and provides portfolio analytics and alerts. **Best for:** Investors with assets spread across multiple platforms. #### 2. — Best for serious mutual fund investors Long regarded as one of the strongest portfolio-analysis platforms in India. Community discussions frequently highlight its research quality and mutual fund analytics. **Best for:** DIY mutual fund investors who care about performance analysis. #### 3. — Best for stock investors Excellent stock research, portfolio scoring, overlap analysis, screeners, and factor-based insights. Portfolio tracking is good, but research tools are its biggest strength. **Best for:** Equity-focused investors. #### 4. — Best privacy-focused option A newer entrant that emphasizes read-only imports, no broker login requirements, portfolio health scores, and AI-based portfolio insights. **Best for:** Users who don't want to share broker credentials. #### 5. — Best emerging platform Tracks stocks, mutual funds, EPF, PPF, NPS, and US stocks in a unified dashboard, with AI-assisted imports and analytics. **Best for:** Early adopters who want a modern wealth dashboard. ### Recommendation by investor type - **Most Indians:** → - **Mutual funds only:** → or - **Stocks + research:** → - **Privacy-conscious:** → - **Track everything including EPF/PPF/NPS:** → or If you tell me your broker(s) (e.g., Zerodha, Groww, Angel One) and whether you want to track only stocks/MFs or also EPF, PPF, NPS, I can give a more tailored recommendation.

Finding the "best" portfolio tracker in India depends entirely on whether you want a comprehensive tool for multiple asset classes or a dedicated tracker for stocks and mutual funds. Because India relies heavily on Central Depository Services (CDSL), National Securities Depository (NSDL), and Mutual Fund Common Account Statements (CAS), the best apps are those that automate data fetching via these systems. The top-rated portfolio tracking apps in India feature several specialized tools tailored to different investor needs: --- ### 1. MProfit (Best for Advanced & Multi-Asset Tracking) If you have a complex portfolio spread across multiple brokers, family members, and asset classes, MProfit is arguably the most powerful tool available. * **Assets Tracked:** Stocks, Mutual Funds, Bonds, F&O, Gold, Corporate FDs, and PMS. * **Key Feature:** Auto-import functionality. You can forward your Mutual Fund CAS or trade contract notes from over 700+ Indian brokers, and it automatically populates your data. * **Best For:** High-net-worth individuals (HNWIs), family offices, and anyone looking for precise **XIRR calculations** and **Capital Gains reports** formatted for Indian Income Tax Returns (ITR). ### 2. Value Research Online (Best for Mutual Fund & Equity Insights) Value Research has been a staple for Indian investors for decades. Its portfolio tracker is incredibly robust and highly regarded for analysis. * **Assets Tracked:** Mutual Funds, Stocks, PPF, NPS, and Fixed Deposits. * **Key Feature:** Deep analytical insights. It doesn’t just show returns; it breaks down your sector exposure, AMC concentration, and credit quality of debt funds. * **Best For:** Long-term investors who want to spot gaps or overlaps in their mutual fund and equity holdings. ### 3. INDmoney (Best All-in-One Wealth Dashboard) INDmoney is highly popular for retail investors who want a sleek, automated app that tracks net worth across almost every imaginable Indian financial asset. * **Assets Tracked:** Indian Stocks, US Stocks, Mutual Funds, EPF, PPF, Real Estate, Bank Balances, and Insurance. * **Key Feature:** Seamless tracking via email scanning (with user permission) to fetch investment statements automatically. * **Best For:** Users who want a unified "Net Worth" dashboard with minimal manual entry. ### 4. StockEdge (Best for Active Stock Market Investors) If your portfolio is heavy on direct equities and you want actionable data, StockEdge is an excellent analytics-driven tracker. * **Assets Tracked:** Stocks and Mutual Funds. * **Key Feature:** Advanced filtering, daily scans, volume shockers, and fundamental research reports integrated directly with your portfolio watchlist. * **Best For:** Semi-active traders and investors who need advanced technical and fundamental data alongside their holdings. ### 5. Pivot Money (Best for Families & NRIs) A rapidly growing platform designed specifically for holistic family wealth and NRI tracking. * **Assets Tracked:** Indian Mutual Funds, Equities, Bank Accounts, Insurance, and NPS. * **Key Feature:** A smooth, advisory-led interface that easily manages digital KYC for Non-Resident Indians investing back home. * **Best For:** Families wanting a combined wealth dashboard and NRIs seeking transparent long-term goal planning. --- ### Summary Checklist: Which should you choose? | If you want... | The Best Option is... | |:--- |:--- | | Tax-ready Capital Gains reports & multi-broker imports | **MProfit** | | Deep analysis on Mutual Fund overlap and asset allocation | **Value Research** | | An automated, all-in-one net worth tracker app | **INDmoney** or **Pivot Money** | | Research and technical scans alongside your stock tracking | **StockEdge** | > **Pro-Tip:** If you only invest through one or two discount brokers (like Zerodha, Groww, or Angel One), their native dashboards (e.g., *Console* on Zerodha) use **MF Central** or direct CDSL/NSDL feeds, which might be entirely sufficient without downloading a third-party app. What specific assets are you looking to track the most, or are you hoping to aggregate investments across multiple family members?

As of mid-2026, the best portfolio tracking apps in India are characterized by their ability to consolidate diverse assets—stocks, mutual funds, gold, and sometimes international holdings—into one view, offering comprehensive performance metrics like XIRR and CAGR. Based on 2026 trends, the top contenders are: - **INDmoney**: Highly rated for its comprehensive, all-in-one tracking capabilities. It can track Indian stocks, mutual funds, US stocks, bank accounts, and EPFO (Employees' Provident Fund) in a single interface, offering a holistic view of net worth. - **Groww**: A popular and user-friendly option for tracking mutual funds, stocks, and digital gold. It is known for its simplicity and direct investment options, making it ideal for retail investors seeking an all-in-one investing and tracking app. - **Angel One (formerly Angel Broking)**: Offers advanced tracking features for stock market investments. It includes AI-powered insights through its "ARQ Prime" feature and is favored for providing detailed analytics on stock performance. - **Zerodha Coin**: Primarily for direct mutual funds, it allows for easy tracking and management of mutual fund portfolios, including tracking gains/losses without commission fees. - **Moneycontrol**: A robust tool that excels at real-time tracking for stocks, mutual funds, and commodities, alongside offering extensive market news. **Key Considerations for Choosing in 2026:** - **Asset Coverage:** Ensure the app tracks all your assets, including EPFO, NPS, or US stocks. - **XIRR Calculation:** Look for accurate, automated calculation of extended internal rate of return. - **User Experience:** Select an app with a clean interface that allows you to analyze your portfolio quickly. Are you looking for an app that also helps you **invest/trade**, or one designed purely for **tracking**? Knowing if you have a **large number of diverse assets** (like US stocks or EPF) can help me narrow this down further.