Best app for portfolio tracking India 2026

If you want a portfolio tracker that works well for Indian investors in 2026, these are the strongest options based on features, asset coverage, and ease of use: | App | Best for | Supports | |------|----------|----------| | **INDmoney** | All-in-one wealth tracking | Stocks, mutual funds, US stocks, EPF, FDs, loans, net worth | | **Tickertape** | Stock investors & analytics | Multiple demat accounts, stocks, ETFs, mutual funds | | **MProfit** | Power users & tax reporting | Stocks, MFs, bonds, NPS, PPF, PMS, F&O, tax reports | | **ET Money** | Mutual fund investors | MFs, NPS, FDs, portfolio health, goal planning | | **Value Research** | Long-term MF investors | Mutual funds, fund research, SIP tracking | ### My recommendations **🏆 Best overall: INDmoney** - Consolidates investments across multiple platforms. - Tracks Indian and US portfolios. - Shows net worth, XIRR, asset allocation, and portfolio insights. - Good if you have investments spread across different brokers and mutual fund platforms. **📈 Best for stock analysis: Tickertape** - Connects with major Indian brokers. - Excellent portfolio analytics. - Strong stock screener and research tools. - Great if you actively invest in equities. **💼 Best for serious investors: MProfit** - Professional-grade tracking. - Automatic imports from hundreds of brokers and CAS statements. - Detailed capital gains and tax reports. - Ideal for large or complex portfolios. **📊 Best for mutual funds: ET Money** - Easy CAS import. - Portfolio health score. - Goal-based investing and retirement planning. ### Which one should you choose? - **Beginner:** INDmoney - **Mostly stocks:** Tickertape - **Mostly mutual funds:** ET Money or Value Research - **₹50 lakh+ portfolio or detailed tax needs:** MProfit - **Zerodha-only investor:** Zerodha Console is sufficient if all your holdings are within the Zerodha ecosystem. For most Indian investors in 2026, **INDmoney** is the best balance of automation, multi-asset support, and ease of use, while **Tickertape** is the strongest choice if you want deeper stock analytics.

The "best" portfolio tracking app in India depends on what assets you own and how much manual effort you want to put into syncing your data. Because different apps excel at different things, the top options are categorized below based on their primary strengths. --- ## 1. Best for All-in-One Multi-Asset Tracking: INDmoney If your investments are scattered across multiple platforms (and countries), **INDmoney** is highly rated for consolidating everything into a single dashboard. * **Supported Assets:** Indian Stocks, Mutual Funds, US Stocks, Fixed Deposits, EPF, PPF, Real Estate, and NPS. * **Data Import:** Features seamless auto-importing of mutual funds via CAMS/Karvy Consolidated Account Statements (CAS) and automatic synchronization with your email statements. * **Best For:** Investors looking for automated tracking of multiple asset classes, tracking US stock exposure alongside Indian assets, and analyzing overall net worth. ## 2. Best for Deep Analytics & Tax Reports: MProfit For serious investors, traders, Chartered Accountants (CAs), or family office managers who need precise performance metrics and tax data, **MProfit** is an industry standard. * **Supported Assets:** Stocks, Mutual Funds, Bonds, F&O (Futures & Options), PMS, AIF, Gold, and corporate deposits. * **Data Import:** Supports auto-importing from over 700 brokers via contract notes, trade files, and mutual fund CAS. * **Key Strength:** Excellent XIRR calculations and a built-in Capital Gains module that accurately breaks down short-term (STCG) and long-term capital gains (LTCG) into formats ready for Income Tax Return (ITR) filing. ## 3. Best for Mutual Fund Analysis: Value Research Online / My Portfolio If your portfolio consists primarily of mutual funds, **Value Research** offers unmatched depth. * **Supported Assets:** Mutual Funds, Stocks, NPS, and Fixed Income. * **Key Strength:** It doesn't just track your current valuation; it runs deep diagnostics on your portfolio. It evaluates fund performance, flags underperforming or highly volatile schemes, and analyzes portfolio overlap (identifying if multiple mutual funds are buying the exact same underlying stocks). * **Alternative Option:** **PowerUp Money** has also gained notable popularity for its interactive, data-driven insights specifically aimed at reviewing and rebalancing mutual fund portfolios. ## 4. Best Native Broker Trackers: Zerodha Console or Groww If you want total security and have completely unified your investing through a single brokerage platform, your broker's native backend is often the cleanest choice. * **Zerodha Console:** Offers excellent P&L reporting, interactive visualizations, and specialized tax P&L statements. * **Groww:** Provides a highly intuitive, user-friendly UI for tracking your stocks, mutual funds, and digital gold on a single screen. * **Limitation:** These platforms generally only track investments held directly inside their respective ecosystems. --- ### Summary Checklist: Which should you choose? | User Goal | Recommended App | Key Benefit | |:--- |:--- |:--- | | **"I want my net worth tracked automatically."** | **INDmoney** | Automated sync across completely different asset types. | | **"I need tax reports and exact XIRR."** | **MProfit** | Flawless ITR-compatible capital gains tracking. | | **"I want to audit my mutual funds."** | **Value Research** | Deep analysis of fund health and asset allocation overlap. | | **"I want zero third-party access."** | **Your Broker App** *(e.g., Zerodha/Groww)* | Best security; native data extraction. |

Based on top-rated tracking solutions for 2026, here are the best portfolio trackers for Indian investors to track stocks, mutual funds, and other assets: - **:** A highly recommended, comprehensive, multi-asset portfolio tracker widely used in India, suitable for investors, NRIs, and chartered accountants to track stocks, mutual funds, F&O, and more. - **:** Highlighted as a top choice for Indian investors, offering automated tracking in INR, support for local tax regulations, and the ability to generate tax reports compatible with India's Income Tax Department. - **:** Listed as a similar, popular app in the Indian market for tracking investments on the go. - **:** Provides a tailored breakdown for different investor personalities, suggesting options for researchers, income builders, power users, and beginners, with free versions available. **Key Considerations for 2026:** - **Comprehensive Tracking:** Look for apps that cover varied investments including Indian stocks, mutual funds, US stocks, F&O, liquid funds, gold bonds, and PPF/EPF to provide a unified view of your net worth. - **Performance Metrics:** Ensure the app provides in-depth analysis like XIRR (Extended Internal Rate of Return), CAGR (Compound Annual Growth Rate), and automated asset allocation tracking. - **Tax Compliance:** Opt for apps like MProfit or AllInvestView that offer specialized Indian capital gains and dividend reporting. If you can tell me whether you need a tool primarily for **automatic tracking via SMS/email** or one that supports **manual entry for a wider variety of assets** (like real estate), I can suggest the best fit.