Best app for portfolio tracking India 2026

If you're looking for **one app to track your entire investment portfolio in India in 2026**, these are the strongest options: | App | Best for | Pros | Cons | |------|----------|------|------| | **INDmoney** | Most investors | Tracks stocks, mutual funds, EPF, NPS, FDs, US stocks, loans; automatic imports; net worth dashboard | Some features promote investing products | | **MProfit** | Power users & tax reporting | Supports almost every asset class, broker imports, detailed capital gains and XIRR reports | Paid for full features; geared toward serious investors | | **Value Research Portfolio Manager** | Mutual fund-heavy portfolios | Excellent analytics, automated CAS imports, tax reports | Best experience for mutual funds rather than trading | | **ET Money** | Mutual funds + financial planning | Goal planning, MF tracking, NPS, insurance | Less comprehensive for direct stock investors | | **My Portfolio - India** | DIY investors | Tracks stocks, MFs, PPF, SGBs, FDs, NSC and more in one place | More manual setup than automated platforms | ### My recommendations - **Best overall:** **INDmoney** - Excellent if you have investments across multiple brokers and asset classes. - Automatically imports many holdings and gives a consolidated net worth view. - **Best for serious investors:** **MProfit** - Ideal if you care about tax reports, capital gains, XIRR, family portfolios, or multiple brokers. - **Best for mutual fund investors:** **Value Research Portfolio Manager** - Among the strongest analytics platforms for long-term mutual fund investors. - **Best free/simple option:** **ET Money** - Great if most of your investments are mutual funds and retirement products. ### If your portfolio looks like this… - **Stocks + Mutual Funds + EPF + NPS + US Stocks:** → **INDmoney** - **Only Mutual Funds:** → **Value Research** or **ET Money** - **Need tax-ready reports and family portfolio management:** → **MProfit** - **Want a simple all-in-one tracker without changing brokers:** → **My Portfolio - India** If you tell me: - your brokers (e.g. Zerodha, Groww, Angel One), - whether you invest in mutual funds, stocks, ETFs, gold, EPF, or crypto, - and whether you want **free** or are okay paying for premium features, I can recommend the best app specifically for your setup.

Finding the "best" portfolio tracker in India depends entirely on how complex your investments are—whether you just track stocks and mutual funds, or if you need a master dashboard for EPF, PPF, gold, and real estate. --- ## 1. Best for Multi-Asset & Tax Tracking: MProfit If you have investments spread across multiple brokers, platforms, and asset classes, MProfit is the most robust institutional-grade option for Indian investors. * **Best For:** Investors looking to consolidate family portfolios and get tax-ready reports. * **Supported Assets:** Stocks, Mutual Funds, Bonds, F&O, Corporate FDs, PMS, AIF, and Gold. * **Key Features:** * Auto-import trades via PDF/Excel contract notes from over 700+ Indian brokers. * * Automatically parses **Mutual Fund CAS (Consolidated Account Statement)**. * Generates Capital Gains reports directly formatted for Indian Income Tax Returns (ITR). * **Pricing:** Free tier available (up to a certain portfolio limit); paid premium tiers for heavy users or CAs. ## 2. Best for Stocks & Technical Analysis: StockEdge StockEdge is heavily tailored for investors who want to actively research their holdings rather than just passively look at a dashboard. * **Best For:** Equity-focused investors and swing traders. * **Supported Assets:** Indian Stocks, ETFs, and Mutual Funds. * **Key Features:** * * In-depth fundamental research and advanced technical screening. * Allows you to create custom watchlists and scan portfolio health. * Mutual Fund portfolio holding analysis (deep dive into what your funds are buying). * **Pricing:** Free basic tracking; Premium analytics subscription model. ## 3. Best for Zero-Commission & Integrated Tracking: Groww / Zerodha Kite & Coin If you prefer an all-in-one app where your broker *is* your tracker, India's leading discount brokers offer some of the cleanest native tracking. * **Best For:** Direct investors who want zero hassle. * **Supported Assets:** Stocks, Direct Mutual Funds, US Stocks, SGBs (Sovereign Gold Bonds). * **Key Features:** * * **Groww** features an excellent external mutual fund tracker where you can import external investments using your PAN/Email via CAS. * **Zerodha (Console)** offers some of the best visual heatmaps, XIRR calculation breakdown, and P&L analytics in the industry. * **Pricing:** Completely Free tracking. ## 4. Best Free & Privacy-Focused Mobile App: My Portfolio (Tracker) - India For investors who are uncomfortable linking their live broker credentials or uploading data to corporate servers, this is a popular community-favorite Android app. * **Best For:** Privacy-centric retail investors. * **Supported Assets:** Mutual Funds, Stocks, PPF, NSC, Fixed Deposits, and SGBs. * **Key Features:** * * Highly secure: Data stays locally on your device or your personal Google Drive backup. * Supports manual entry or CAS file imports. * Simple, light, and ad-supported interface without aggressive pop-ups. * **Pricing:** Free. --- ### Which one should you pick? | If your goal is to... | The best choice is... | |:--- |:--- | | Track everything (Crypto, PPF, Real Estate, multiple brokers) + file Taxes | **MProfit** | | Keep it simple and buy direct mutual funds/stocks in one app | **Groww** or **Zerodha** | | Run analytics, screeners, and keep a strict eye on equity trends | **StockEdge** | | Keep your financial data completely private and local on your phone | **My Portfolio (Tracker) - India** | Are you looking to track investments across multiple different brokers, or are you hoping to find a platform where you can buy and track everything in a single account?

Based on 2026, top portfolio tracking apps in India are shifting towards tools that offer comprehensive asset tracking (stocks, mutual funds, gold, EPF) and automated reporting. - **AllInvestView** is highlighted as a top choice for Indian investors, supporting INR, local tax rules, and generating tax reports compatible with the Income Tax Department. - **** is a popular app for monitoring Indian stocks and mutual funds, offering real-time tracking of XIRR and CAGR performance. - **Alternative Tools** mentioned for advanced portfolio tracking include Stock Rover, Portfolio 123, Tickeron, and First Trade, which provide in-depth performance analysis and risk management. - **Key Features to Look For:** The best apps in 2026 prioritize automatic updates for daily prices and minimal manual entry for tracking diverse portfolios. **Best App Choices for Different Needs:** - **For Comprehensive Tax & Local Tracking:** AllInvestView - **For General Indian Asset Tracking:** My Portfolio (Tracker) - India - **For Advanced Research:** Stock Rover or Tickeron If you're interested, I can: - Detail the **free vs. paid features** for these apps - Explain **how they calculate XIRR/CAGR** - List which apps offer the best **security features** Let me know if you want to **narrow this list** based on your investment style.