# Best app for portfolio tracking India 2026 · 30 Jun
> What ChatGPT, Gemini, and Google AI Mode said about: Best app for portfolio tracking India 2026. Brands named, sources cited, sentiment per engine on 30 Jun.

Canonical URL: https://cite.solutions/state-of-ai-india/investing-apps/reports/2026-06-30/p/20
Source: Cite Solutions (cite.solutions)
Published: 2026-06-30
---

[← Investing Apps · 30 June 2026](/state-of-ai-india/investing-apps/reports/2026-06-30)One prompt · three engines

Prompt 20 · 30 June 2026

# Best app for portfolio tracking India 2026

Three engines were asked the exact prompt above on 30 June 2026. Below is the verbatim answer each one gave, the brands it named, and the URLs it cited.

ChatGPTgpt-5-5

Answered 30 June 2026

If you want \*\*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, PPF, NPS, FDs, bonds, US stocks; net-worth dashboard; automatic syncing | Some advanced features rely on account linking | | \*\*MProfit\*\* | Serious investors & tax reporting | Supports multiple brokers, CAS import, capital gains reports, family portfolios | Paid plans for full functionality | | \*\*Tickertape\*\* | Stock research + portfolio | Excellent analytics, screeners, portfolio insights | Less comprehensive for non-market assets | | \*\*Value Research My Investments\*\* | Mutual fund investors | Free CAS import, fund research, ratings | Mainly focused on mutual funds | | \*\*Zerodha Console\*\* | Zerodha users | Great P&L, holdings, tax reports, analytics | Only tracks Zerodha-linked investments | ### My recommendations - \*\*Best overall:\*\* \*\*INDmoney\*\* – ideal if you want one dashboard for almost every asset class. - \*\*Best for advanced investors:\*\* \*\*MProfit\*\* – excellent reporting, tax calculations, and multi-broker support. - \*\*Best for mutual funds:\*\* \*\*Value Research My Investments\*\*. - \*\*Best if you use Zerodha exclusively:\*\* \*\*Zerodha Console\*\*. - \*\*Best for stock analysis alongside tracking:\*\* \*\*Tickertape\*\*. If you tell me: - which brokers you use (Groww, Zerodha, Upstox, Angel One, etc.), - whether you invest in mutual funds, stocks, ETFs, US stocks, EPF/PPF/NPS, - and whether you want \*\*free\*\* or \*\*paid\*\*, I can recommend the single best app for your setup.

Brands named

[INDmoney](https://indmoney.com "Visit INDmoney")[Zerodha](https://zerodha.com "Visit Zerodha")[Groww](https://groww.in "Visit Groww")[Upstox](https://upstox.com "Visit Upstox")[Angel One](https://angelone.in "Visit Angel One")

Sources cited · 3

* [Track All Investments in One Place - Portfolio Tracker Toolindmoney.com/features/track-all-investments](https://www.indmoney.com/features/track-all-investments?utm%5Fsource=chatgpt.com)
* [MProfit | Multi-asset Portfolio Tracker for Investors, Chartered ...mprofit.in](https://www.mprofit.in/?utm%5Fsource=chatgpt.com)
* [6 Best Portfolio Tracker Software India Investors Use (2026)invsify.com/blog/portfolio-tracker-software-india](https://invsify.com/blog/portfolio-tracker-software-india?utm%5Fsource=chatgpt.com)

Geminigemini-3-flash

Answered 30 June 2026

Choosing the best portfolio tracking app in India depends on whether you hold multiple asset classes or just want to track a specific broker. Because many individual brokers (like \*\*Zerodha Kite\*\*, \*\*Groww\*\*, or \*\*Upstox\*\*) provide excellent dashboards for the assets bought through them, the \*best\* dedicated trackers are those that aggregate everything—Stocks, Mutual Funds, FDs, PPF, and Gold—into one unified view. The top portfolio tracking apps for Indian investors include: --- ## 1\. Best for Advanced & Multi-Asset Tracking: MProfit If you have a complex portfolio spread across multiple brokers, family members, or asset classes, MProfit is the industry gold standard in India. \* \*\*Why it’s great:\*\* It allows you to track Stocks, Mutual Funds, Bonds, F&O, PMS, AIF, and Fixed Deposits all in one place. \* \*\*Key Feature:\*\* Incredible auto-import functionality. You can upload Mutual Fund CAS (Common Account Statements) or contract notes from over 700+ Indian brokers, and it automatically parses the data. \* \*\*Bonus:\*\* It computes annualized returns ($XIRR$) accurately and auto-generates capital gains reports formatted directly for Indian Income Tax Returns (ITR). ## 2\. Best for Mutual Funds & Insights: Value Research Online / Kuvera \* \*\*Value Research:\*\* A long-time favorite for Indian investors. It allows you to build clean portfolios, track combined returns ($XIRR$), and offers deep analytic insights comparing your mutual funds against benchmarks to see if you are outperforming the market. \* \*\*Kuvera / MF Central:\*\* If your portfolio is primarily mutual funds, \*\*MF Central\*\* (the official platform by CAMS & KFintech) or \*\*Kuvera\*\* offer seamless tracking. Kuvera is particularly loved for providing historical "$XIRR$ since inception," helping you track long-term wealth growth accurately. ## 3\. Best for Research & Stocks: StockEdge \* \*\*Why it’s great:\*\* If your main focus is equities and you want active tracking combined with deep research, StockEdge is highly rated. \* \*\*Key Feature:\*\* It goes beyond basic tracking by offering advanced scanning tools, derivative analytics, and fundamental/technical breakdowns of the companies inside your portfolio. ## 4\. Best for Privacy & All-in-One Local Tracking: My Portfolio (Tracker) - India \* \*\*Why it’s great:\*\* For investors wary of syncing their sensitive bank and broker credentials to third-party servers, this Android app is a fantastic alternative. \* \*\*Key Feature:\*\* It keeps your data stored locally on your device (or your own private cloud backup). It supports CAS imports and tracks manual entries for Stocks, Mutual Funds, PPF, Sovereign Gold Bonds (SGBs), and FDs with a clean, ad-light interface. --- ### Which one should you choose? \* Choose \*\*MProfit\*\* if you manage a large portfolio across multiple brokers or handle taxes for a family. \* Choose \*\*Value Research\*\* or \*\*Kuvera\*\* if you are heavily invested in Mutual Funds and want smart analytics. \* Choose \*\*StockEdge\*\* if you want to actively analyze stock market trends alongside your holdings. Are you looking to track a mix of stocks and mutual funds, or do you have alternative assets like PPF, EPF, and physical gold that you want to include?

Brands named

[Zerodha](https://zerodha.com "Visit Zerodha")[Groww](https://groww.in "Visit Groww")[Upstox](https://upstox.com "Visit Upstox")[Kuvera](https://kuvera.in "Visit Kuvera")

Sources cited · 6

* [MProfit | Multi-asset Portfolio Tracker for Investors, Chartered Accountants and Financial Advisorsmprofit.in](https://www.mprofit.in/#:~:text=Try%20now%20for%20free,%2C%20AIF%20%26%20many%20other%20assets.)
* [MProfit | Multi-asset Portfolio Tracker for Investors, Chartered Accountants and Financial Advisorsmprofit.in](https://www.mprofit.in/)
* [MProfit | Multi-asset Portfolio Tracker for Investors, Chartered Accountants and Financial Advisorsmprofit.in](https://www.mprofit.in/#:~:text=Directly%20import%20contract%20notes%20from,Created%20with%20Sketch.)
* [MProfit | Multi-asset Portfolio Tracker for Investors, Chartered Accountants and Financial Advisorsmprofit.in](https://www.mprofit.in/#:~:text=MProfit%20%7C%20Multi-asset%20Portfolio%20Tracker,capital%20gain%20reports%20in%20ITR)
* [Need a portfolio tracker for complex MF transactions (SIP via parents, periodic transfer, switching indices) : r/IndiaInvestments - Redditreddit.com/r/IndiaInvestments/comments/1ktdizi/need\_a\_portfolio\_tracker\_for\_complex\_mf](https://www.reddit.com/r/IndiaInvestments/comments/1ktdizi/need%5Fa%5Fportfolio%5Ftracker%5Ffor%5Fcomplex%5Fmf/#:~:text=No%2C%20it's%20not%20currently%20available,long%20term%20mutual%20fund%20portfolio.)
* [StockEdge: Stock Analysis, Screening & Research Platform for Indiastockedge.com](https://stockedge.com/#:~:text=their%20investment%20decisions-,4M%2B,It%20helps%20me%20a...)

AI ModeGoogle AI Mode

Answered 30 June 2026

The \*\*best all-in-one portfolio tracking app in India for 2026\*\* is \*\*\*\*, which securely aggregates Indian stocks, mutual funds, US equities, EPF, and fixed deposits into a unified dashboard. For users prioritizing institutional-grade data privacy and multi-broker support without cross-selling, \*\*\*\* and \*\*\*\* serve as the leading premium alternatives. Comparison of Top Portfolio Trackers in India (2026) | App / Platform | Best For | Key Strengths | Tracking Method | Price Tier | |---|---|---|---|---| | \*\*INDmoney\*\* | All-in-One Tracking | Tracks US stocks, EPF, PPF, property, and local shares. | Auto-sync via email & PAN. | Free (with premium advisory). | | \*\*Agni Folio\*\* | Privacy & Ad-Free Tracking | Clean UI, true XIRR calculation, no financial product cross-selling. | Consolidated Account Statement (CAS) upload. | Free tier available. | | \*\*MProfit\*\* | High-Net-Worth Individuals | Manages multi-generational portfolios and complex corporate/family tax accounting. | File parsing (CAS, NSDL, CDSL, and 700+ brokers). | Free up to ₹50 Lakhs. | | \*\*\*\* | Research & Diversification | Exceptional analytics showing underlying stock exposure across your mutual funds. | Manual entry or CAS statement upload. | Free (with paid premium tools). | | \*\*\*\* | Multi-Broker Stock Portfolios | Connects directly to major brokers (Zerodha, Angel One, Upstox) to map stock holdings. | Safe login integration with retail brokers. | Free tier available. | Detailed Platform Breakdowns INDmoney — Best for Automated Convenience - \*\*Automated Dashboard\*\*: Syncs with your PAN and email to automatically pick up your monthly mutual fund statements and stock portfolios. - \*\*Broad Asset Support\*\*: Tracks unique items like Employee Provident Fund (EPF), Public Provident Fund (PPF), gold, and fixed deposits alongside traditional market instruments. - \*\*The Catch\*\*: The application frequently nudges users toward its in-house stock-broking, credit card, and insurance products. Agni Folio — Best for Privacy and Clean UI - \*\*No Hidden Motives\*\*: Unlike traditional financial applications, it is built purely to map out your absolute net worth rather than pitching loans or external investments. - \*\*Reliable Data\*\*: Features accurate calculations for Extended Internal Rate of Return (XIRR) and capital gains across diverse assets. MProfit — Best for Complex & Family Portfolios - \*\*Ultimate Interoperability\*\*: Seamlessly processes data across varied Demat accounts, digital platforms, and traditional CA accounting file types. - \*\*Tax Ready\*\*: Generates capital gains tax schedules directly aligned with Indian Income Tax Department guidelines. Value Research — Best for De-Duplication Analytics - \*\*Look-Through Analysis\*\*: If you own three separate mutual funds, the application tracks exactly how much overlapping exposure you possess in single stocks (e.g., your actual combined holding of HDFC Bank or Reliance across all funds). - \*\*Legacy Trust\*\*: Offers highly dependable fund insights built upon two decades of domestic mutual fund data archiving. Understanding the "Silo" Trap Using brokerage applications like \*\*\*\* or \*\*\*\* provides flawless data extraction \*only\* for the investments executed directly on their servers. If you hold external assets—such as a legacy banking mutual fund or an corporate EPF timeline—a dedicated multi-asset tracker is essential to compute your true personal net worth. To help find the right tracker, could you share \*\*what specific assets\*\* you hold (e.g., mutual funds, US stocks, real estate, or crypto) and whether you prefer an \*\*automated email sync\*\* or \*\*manual uploads\*\* for maximum privacy?

Brands named

[INDmoney](https://indmoney.com "Visit INDmoney")[Zerodha](https://zerodha.com "Visit Zerodha")[Angel One](https://angelone.in "Visit Angel One")[Upstox](https://upstox.com "Visit Upstox")[5paisa](https://5paisa.com "Visit 5paisa")[Groww](https://groww.in "Visit Groww")

Sources cited · 12

* [INDmoneyindmoney.com](https://www.indmoney.com/)
* [Agni Folioagnifolio.com](https://agnifolio.com/)
* [MProfitmprofit.in](https://www.mprofit.in/)
* [blog / best free stock portfolio trackers in indiapocketful.in/blog/best-free-stock-portfolio-trackers-in-india](https://www.pocketful.in/blog/best-free-stock-portfolio-trackers-in-india/)
* [Value Research Onlinevalueresearchonline.com](https://www.valueresearchonline.com/)
* [Tickertapetickertape.in](https://www.tickertape.in/)
* [r / IndiaInvestments / comments / jpn1vj / app to track portfolioreddit.com/r/IndiaInvestments/comments/jpn1vj/app\_to\_track\_portfolio](https://www.reddit.com/r/IndiaInvestments/comments/jpn1vj/app%5Fto%5Ftrack%5Fportfolio/)
* [blog / portfolio tracker comparison 2026 agnifolio alternativesagnifolio.com/blog/portfolio-tracker-comparison-2026-agnifolio-alternatives](https://agnifolio.com/blog/portfolio-tracker-comparison-2026-agnifolio-alternatives)
* [best portfolio tracker indiaallinvestview.com/best-portfolio-tracker-india](https://www.allinvestview.com/best-portfolio-tracker-india/)
* [Zerodha Kitekite.zerodha.com](https://kite.zerodha.com/)
* [Growwgroww.in](https://groww.in/)
* [blog / investments / investment tracking guide for indian investorsnoveltywealth.in/blog/investments/investment-tracking-guide-for-indian-investors](https://www.noveltywealth.in/blog/investments/investment-tracking-guide-for-indian-investors)

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