Best app for portfolio tracking India 2026

If you want to track **your entire investment portfolio in India (stocks, mutual funds, EPF, NPS, PPF, FDs, SGBs, US stocks, etc.)**, these are the strongest options in 2026: | App | Best for | Pros | Cons | |------|----------|------|------| | **INDmoney** | Overall portfolio tracking | Auto-sync across brokers, mutual funds, EPF, US stocks, family net worth, tax insights | Some premium features | | **MProfit** | Power users & tax reporting | Tracks almost every asset class, excellent capital gains reports, XIRR, CAS import | Paid for full features | | **My Portfolio - India** | Manual all-in-one tracking | Supports stocks, MFs, PPF, NSC, FDs, SGBs, CAS import | Manual setup for some assets | | **Groww** | Groww users | Good portfolio analysis, sector allocation, XIRR | Best if most investments are already on Groww | | **Tickertape** | Stock-focused investors | Portfolio analytics, factor analysis, watchlists | Doesn't cover every asset class equally well | | **Value Research My Investments** | Mutual fund investors | Excellent MF analytics and research | Less comprehensive for non-MF assets | ### My recommendations - **Best overall:** **INDmoney** - Tracks almost every asset. - Automatic syncing from many brokers and fund houses. - Great net worth dashboard. - **Best for serious investors:** **MProfit** - Excellent if you care about taxes, capital gains, XIRR, and multiple asset classes. - Popular with CAs and HNIs. - **Best free manual tracker:** **My Portfolio - India** - One of the few apps that supports traditional Indian assets like PPF, NSC, FDs, and Sovereign Gold Bonds in one place. If your portfolio is around **₹10 lakh to ₹5 crore**, I'd rank them: 1. INDmoney ⭐⭐⭐⭐⭐ 2. MProfit ⭐⭐⭐⭐⭐ 3. Tickertape ⭐⭐⭐⭐☆ 4. Groww ⭐⭐⭐⭐☆ 5. Value Research ⭐⭐⭐⭐☆ If you tell me: - your approximate portfolio size, - whether you hold **stocks, mutual funds, EPF/NPS, gold, or US stocks**, and - whether you want **free** or **paid**, I can recommend the single best app for your situation.

Choosing the "best" portfolio tracker depends entirely on whether you want a seamless net-worth dashboard, advanced tax reporting, or deep direct stock analytics. The top-rated portfolio tracking apps in India breakdown into distinct categories based on your investment style: --- ## 1. Best for All-in-One Net Worth Tracking: INDmoney If you want to look at one dashboard and see everything you own, INDmoney is the market leader. * **What it tracks:** Indian Stocks, Mutual Funds, US Stocks, EPFO, NPS, PPF, Bank Balances, Fixed Deposits, and Real Estate. * **The Vibe:** Highly automated. It securely fetches data via your PAN, CAS (Consolidated Account Statement), and email/SMS alerts to update your portfolio daily without manual entry. * **Pros:** Incredible consolidated dashboard; excellent tracking for US fractional shares. * **Cons:** The UI can occasionally feel cluttered with cross-selling prompts for loans or insurance. ## 2. Best for Deep Mutual Fund Insights: Value Research Online / ET Money If your portfolio is heavily weighted toward mutual funds and you want clean, objective data, these two are fantastic. * **Value Research (Portfolio Manager):** They have been India's gold standard for fund research for decades. Their free tracker automatically imports your CAS and gives you an unmatched "X-ray" of your funds—alerting you if you are over-exposed to a single company (like HDFC or Reliance) across different funds. * **ET Money:** Offers an incredibly slick mobile app UI. Its **"Portfolio Health Check"** breaks down your asset allocation, points out underperforming funds, and helps you rebalance with a tap. ## 3. Best for CAs, Pro-Traders & Capital Gains Taxes: MProfit If you trade via multiple brokers (Zerodha, Groww, AngelOne) and dread doing your taxes at the end of the year, MProfit is the power-user tool. * **What it tracks:** Stocks, Mutual Funds, Bonds, F&O, Gold, PMS, and AIFs. * **The Vibe:** Pure utility. It allows you to auto-import trade contract notes from over 700+ Indian brokers. * **Pros:** Flawless calculation of XIRR and realized/unrealized gains. It generates **ready-to-file Capital Gains reports** formatted exactly for Indian ITR forms. * **Cons:** It’s an investment management software first and foremost, so the mobile app interface is more functional than "beautiful". ## 4. Best for Active Stock Investors: StockEdge If your portfolio consists primarily of direct equities and you want to track them alongside real-time market data, StockEdge is ideal. * **The Vibe:** Analytical powerhouse. It tracks your holdings while giving you instant access to corporate filings, delivery percentages, bulk/block deals, and technical scans. * **Pros:** Helps you understand *why* your portfolio is moving on any given day. --- ### Quick Comparison Matrix | App | Best For | Data Entry | Key Strength | |:--- |:--- |:--- |:--- | | **INDmoney** | Complete Net Worth | Automated (PAN/CAS) | US Stocks + multi-asset dashboard | | **Value Research** | Mutual Fund Analytics | Automated (CAS upload) | Portfolio concentration & "red flag" alerts | | **MProfit** | Multiple Brokers & Taxes | Uploading contract notes | Flawless ITR capital gains reporting | | **ET Money** | UI & Rebalancing | Automated (CAS/PAN) | Health checkups and asset allocation | > **A Quick Tip on Privacy:** Apps like INDmoney and ET Money use the official Account Aggregator framework backed by the RBI, which is highly secure. However, if you are strictly private and don't want an app linking to your financial profile, standalone apps like **My Portfolio (Tracker) - India** allow you to track everything locally on your device without linking live accounts. What specific mix of assets (e.g., mostly mutual funds, direct stocks, or a mix of crypto and real estate) are you looking to track?

The best app for tracking your portfolio in India depends entirely on what kind of assets you hold and whether you prioritize **all-in-one automation** or **strict data privacy**. The Best Portfolio Tracking Apps in India (2026) | App / Platform | Best For | Key Edge | Data Entry Method | |---|---|---|---| | **INDmoney** | All-in-one aggregation | Tracks Indian stocks, MFs, EPF, US stocks, and gold | Automated (via SMS/email syncing) | | **** | Advanced tax & multi-broker tracking | Exceptional XIRR math, capital gains computing | File Upload (CAS / Broker Excel) | | **** | Goal-based MF tracking | Zero ads, distraction-free direct MF tracking | File Upload (CAS Statement) | | **** | Privacy & local data storage | No data sent to clouds; runs entirely on your local browser | Local File Upload (CAS) | | **Tickertape** | Stock-heavy portfolios | Integrates seamlessly via gateway to multiple brokers | Automated Broker Login | Detailed Analysis of Top Picks **1. INDmoney: Best for Complete Asset Consolidation** - **The Pitch**: If you want to log in and instantly see your **entire net worth** across different accounts, INDmoney is the market leader. - **What it tracks**: Indian equities, mutual funds, Employee Provident Fund (EPF), fixed deposits, US equities, and real gold. - **Pros**: High-speed automated tracking; it scrapes emails or messages to dynamically pull your investment data. - **Cons**: Privacy-focused users complain about aggressive cross-selling of credit cards, insurance, and loans. **2. MProfit: Best for High-Net-Worth Individuals & Tax Filing** - **The Pitch**: MProfit is a professional-grade multi-asset platform trusted by advanced retail investors and Chartered Accountants. - **What it tracks**: Stocks, multi-broker mutual funds, bonds, and corporate fixed deposits. - **Pros**: Flawless **XIRR reporting** and generation of detailed capital gains tax schedules. - **Cons**: Free tier has limit caps; the interface leans more toward utility than modern aesthetic minimalism. **3. Kuvera: Best for Clean, Goal-Oriented Investors** - **The Pitch**: If you primarily hold direct mutual funds and prefer a **clean, no-nonsense interface**, Kuvera is excellent. - **What it tracks**: Mutual funds, domestic stocks, and fixed deposits. - **Pros**: Zero spam, cleanly tracks goals (e.g., house downpayment, retirement), and offers easy tax harvesting features. - **Cons**: Does not offer real-time streaming charts for high-frequency day traders. **4. Arthavi or NaviPlan: Best for Privacy Purists** - **The Pitch**: Many Indian investors on communities like are moving away from apps that read their personal emails. Platforms like **Arthavi** or the community-collaborated **NaviPlan** solve this. - **What it tracks**: Consolidated Account Statements (CAS) for stocks and mutual funds. - **Pros**: Privacy-first infrastructure. All data remains processed inside your local browser or device. No shadow servers read your assets. - **Cons**: Requires you to manually download and upload your CAMS/CDSL CAS files periodically to see updated quantities. To help narrow this down, please let me know: - What **specific asset types** do you hold (e.g., only Mutual Funds, or a mix of Stocks, EPF, and FD)? - Do you prefer **fully automatic updates** via broker connection, or do you want **strict data privacy**?