Best app for portfolio tracking India 2026

If your goal is **portfolio tracking (not just investing)** and you're in India in 2026, the best app depends on what assets you own. ### Top Portfolio Tracking Apps in India (2026) | App | Best For | Tracks Stocks | Mutual Funds | EPF/NPS | US Stocks | Net Worth Dashboard | |------|------|------|------|------|------|------| | INDmoney | Overall portfolio tracking | ✅ | ✅ | ✅ | ✅ | ✅ | | Kuvera | Mutual-fund-focused investors | Limited | ✅ | NPS | ❌ | ✅ | | ET Money | Goal planning & tracking | ✅ | ✅ | ✅ | ❌ | ✅ | | Zerodha Coin | Existing Zerodha users | Via Zerodha | ✅ | ❌ | ❌ | Good | | Groww | Beginners | ✅ | ✅ | Limited | ❌ | Good | ### My ranking **1. INDMoney — Best overall portfolio tracker** - Aggregates stocks, mutual funds, EPF, fixed deposits, US stocks, and other investments into one dashboard. - Strong net-worth tracking and analytics. - Frequently recommended by investors who want all assets in one place. **2. Kuvera — Best for long-term mutual fund investors** - Excellent portfolio analytics. - Family portfolio tracking. - Goal-based planning and tax reports. - Popular among investors who prefer direct mutual funds and a cleaner interface. **3. ET Money — Best for financial planning** - Strong tax-saving and goal-tracking features. - Good if you want investment tracking plus broader personal-finance tools. **4. Zerodha Coin — Best if your investments are already in the Zerodha ecosystem** - Integrates well with Zerodha accounts and analytics. - Works particularly well for investors holding stocks and direct mutual funds through Zerodha. ### Quick recommendation by investor type - **Stocks + MFs + EPF + everything in one place → INDMoney** - **Mostly mutual funds → Kuvera** - **Zerodha user → Coin** - **Beginner investor → Groww** - **Goal-based financial planning → ET Money** For most Indian investors in 2026, **INDMoney** is the strongest all-around portfolio tracker, while **Kuvera** remains the favorite among serious mutual-fund investors. If you tell me what you hold (stocks, mutual funds, EPF, NPS, crypto, US stocks, etc.), I can give a more specific recommendation.

The best app for portfolio tracking in India depends entirely on your investment mix (stocks, mutual funds, crypto, or real estate) and whether you prioritize tax reporting, AI automation, or a simple net-worth overview. --- ## Top Portfolio Trackers in India ### 1. MProfit (Best for Advanced Multi-Asset & Tax Reporting) If you hold multiple asset classes and want accurate data for filing your Indian Income Tax Returns (ITR), MProfit is a powerhouse. * **Key Strengths:** You can auto-import transaction data by uploading Mutual Fund CAS (Consolidated Account Statements) or contract notes from over 700+ Indian brokers. It tracks everything: stocks, MFs, corporate bonds, F&O, gold, and PMS. * **Standout Feature:** Generates precise, tax-ready **Capital Gains reports** factoring in complex corporate actions (like demergers and bonuses). * **Best For:** Serious investors, HNIs, and anyone dealing with multi-PAN family portfolios. ### 2. INDmoney (Best for Auto-Tracking & Retail Investors) INDmoney provides a highly automated, visually engaging "all-in-one" personal finance dashboard. * **Key Strengths:** It securely scans your email notifications and CAS to automatically pull in your mutual funds, Indian equities, US stocks, EPF, NPS, and bank balances. * **Standout Feature:** Real-time net worth tracking coupled with automated goals and expense insights. * **Best For:** Tech-savvy retail investors who want a hands-off, centralized dashboard for traditional investments. ### 3. Invsify (Best for AI-Driven Insights) An emerging favorite that blends tracking with smart automation. * **Key Strengths:** It links directly to your demat accounts, bank accounts, and EPF to create a unified live stream of your financial health. * **Standout Feature:** Uses an integrated AI engine alongside its SEBI-registered advisory layer to actively flag underperforming funds or portfolio overlaps. * **Best For:** Salaried professionals managing SIPs and ESOPs who want proactive optimization instead of just passive tracking. ### 4. Kubera (Best for Global & High-Net-Worth Individuals) For investors whose wealth crosses borders or includes alternative assets. * **Key Strengths:** It supports multiple currencies natively and connects to global institutions. * **Standout Feature:** Treats traditional investments and alternative assets (like real estate, crypto, and private equity) with equal analytical weight. * **Best For:** NRI investors or global HNIs looking for a clean, privacy-focused spreadsheet-style net worth tracker. --- ## Quick Summary Matrix | App | Primary Focus | Best Asset Coverage | Data Input | |:--- |:--- |:--- |:--- | | **MProfit** | Capital Gains & Tax Accuracy | Stocks, MFs, Bonds, F&O, PMS | Auto-upload (CAS/Contract Notes) | | **INDmoney** | Automated Net Worth Overview | Stocks (IN/US), MFs, EPF, FDs | Automated (Email/SMS fetch) | | **Invsify** | AI Insights & Optimization | Demat, Bank Accounts, EPF | Connected Account Sync | | **Kubera** | Global Wealth Tracking | Local & Global Assets, Real Estate | Aggregator Sync & Manual | What specific types of assets are you looking to track the most, and are you looking for automated syncing or manual control?

The **** is widely considered the best all-in-one portfolio tracking app in India for 2026 due to its ability to automatically consolidate local and global assets. Because Indian investors often split their capital across multiple brokerages, banks, and asset classes, selecting the right platform depends on your specific asset mix, tracking preferences, and privacy concerns. Top India Portfolio Trackers Compared | App | Best For | Key Assets Covered | Pricing Tier | |---|---|---|---| | **INDmoney** | All-in-One Tracking | Indian & US Stocks, Mutual Funds, FDs, EPF, PPF, Real Estate | Free | | **** | Advanced Tax & Multi-Broker | Stocks, Mutual Funds, FDs, Bonds, Corporate FDs, Gold | Free & Paid tiers | | **** | Clean UI & Analytics | Indian Stocks, Mutual Funds, NPS, PPF, Gold | Free & Premium | | **Tickertape** | Active Stock Traders | Indian Equities, Mutual Funds, ETFs, Smallcases | Free & Paid | | **** | Clean & Ad-Free Experience | Mutual Funds, Indian Stocks, EPF, Gold | Free | In-Depth Breakdown of the Best Apps **INDmoney**: Best Overall All-in-One App - Automatically fetches your Indian stock data via NSDL/CDSL e-DIS and CAS statements. - Pulls in real-time balances for EPF, PPF, bank accounts, and fixed deposits. - Incorporates a dedicated platform to trade and track US stocks alongside Indian assets. - Displays your unified net worth on a single dashboard using AI-driven allocation insights. **MProfit**: Best for Multi-Account & Tax Reporting - Specifically designed to manage complex portfolios scattered across multiple brokers and family members. - Supports seamless auto-importing of trade confirmation notes from over 200+ Indian stockbrokers. - Computes precise XIRR performance metrics and historical capital gains reports tailored to Indian Income Tax rules. **Value Research Online**: Best for Analytics & Research - Trusted platform for granular look-through analysis of underlying stock overlaps within mutual funds. - Rates individual risk profiles and evaluates whether your asset distribution matches long-term financial targets. - Offers automated entry or effortless file uploads to quickly map out existing positions. **Tickertape**: Best for Modern Broker Sync - Directly links via API login to premier Indian brokers like Zerodha, Angel One, Groww, and Upstox. - Removes the friction of manual uploads by refreshing your equity holdings instantly upon connection. - Provides macro market insights and premium stock filtering tools directly into your dashboard. **Kuvera**: Best User-Friendly Alternative - Highly reliable platform to manage direct mutual funds, corporate deposits, and gold without invasive cross-selling ads. - Allows simple CAS statement imports to map historical performance curves instantly. Important Privacy & Setup Alternative If you prefer complete data privacy and do not want third-party applications reading your SMS data or financial emails, building a custom tracker using **Google Sheets** via the `GOOGLEFINANCE` function remains a popular approach among DIY investors. This method keeps your net worth calculations localized and entirely secure under your control. To help choose the right tool, please tell me: - Do you want an app that **automatically links to your accounts** or are you fine with **uploading statements manually**? - What are your **primary asset types** (e.g., just mutual funds, or a mix of stocks, crypto, and real estate)? - Do you need advanced features like **capital gains tax calculations** or **family account aggregation**?