Best app for portfolio tracking India 2026

For most investors in India in **2026**, the best choice depends on what you want to track. | If you want... | Best app | Why | |---|---|---| | **Everything in one place** | **INDmoney** | Tracks Indian stocks, mutual funds, US stocks, FDs, EPF, NPS, gold, and gives a consolidated net worth view with automatic imports. | | **Advanced portfolio & tax reports** | **MProfit** | Excellent for multi-asset portfolios, capital gains reports, XIRR, and importing data from hundreds of brokers and CAS statements. Great for serious investors. | | **Mutual fund-focused investing** | **Value Research My Investments** | Free portfolio tracker with strong fund research, ratings, and easy CAS import. | | **Zerodha users** | **Zerodha Console** | Best if all your investments are within the Zerodha ecosystem. Excellent analytics and P&L reporting. | | **Stock research + portfolio** | **Tickertape** | Combines portfolio tracking with powerful stock screening and analytics. | ### My recommendation - **Most investors (9/10 people):** **INDmoney** - Consolidates investments across platforms - Good mobile experience - Supports Indian and US assets - Free for core portfolio tracking. - **If your portfolio is ₹50 lakh+ or you need tax reporting:** **MProfit** - Best-in-class reports - Ideal for HNIs, CAs, and investors with multiple brokers. - **If you mainly invest in mutual funds:** **Value Research My Investments** - Excellent research-backed portfolio analysis. If you tell me: - your approximate portfolio size (₹5L, ₹25L, ₹1Cr+), - whether you invest via **Zerodha, Groww, Angel One, ICICI Direct**, etc., - and whether you hold **stocks, mutual funds, ETFs, EPF, NPS, or US stocks**, I can recommend the single best app for your specific setup.

Choosing the best portfolio tracking app in India depends on whether you just want a single dashboard to view everything or if you need tax and advanced analytics tracking. The top portfolio tracking apps in India feature distinct capabilities tailored to specific needs: ### 1. INDmoney — Best All-in-One "Super App" If you want an automated, hands-off approach to tracking virtually every asset class, INDmoney is the highly popular choice. * **What it tracks:** Stocks (Indian & US), Mutual Funds, EPF/PPF, NPS, Real Estate, FDs, and bank balances. * **How it works:** It securely reads your financial SMS alerts and scans your Consolidated Account Statement (CAS) to auto-update your net worth daily. * **Best for:** Investors who want a comprehensive, AI-driven overview of their entire family's wealth without manual entry. ### 2. MProfit — Best for Power Users & Tax Tracking MProfit is the gold standard for serious investors, traders, Chartered Accountants, and family offices who need pinpoint accuracy. * **What it tracks:** Multi-asset portfolios including Stocks, Mutual Funds, Bonds, F&O, PMS, and AIF. * **How it works:** You can auto-import contract notes and transaction files from over 700+ Indian brokers and capital gain statements. * **Best for:** Those who need deep **XIRR analysis** and **Capital Gains reports formatted for Income Tax Returns (ITR)**. ### 3. Value Research Online / My Portfolio — Best for Mutual Fund Heavy Investors Value Research is a veteran platform that offers a highly reliable tracking system. * **What it tracks:** Primarily Mutual Funds and Stocks. * **How it works:** You can import your CAS file or input transactions manually. It provides exhaustive data on fund overlapping, sector exposure, and risk analysis. * **Best for:** Investors focused on long-term mutual fund portfolios who want clean, unbiased, and ad-free analytics. ### 4. Native Broker Platforms (Zerodha Console / Groww) If your primary investments are strictly limited to stocks and direct mutual funds, you might not even need a third-party tracker. * **Zerodha (Console / Coin):** Offers deep breakdown reporting, tax-loss harvesting insights, and excellent visualization. * **Groww:** Provides a very clean UI and allows you to "Import External Funds" so you can track mutual funds bought elsewhere right alongside your current holdings. --- ### Summary Decision Matrix | App | Best For | Data Input | Cost | |:--- |:--- |:--- |:--- | | **INDmoney** | Automated All-in-One Tracking | Automated (SMS/CAS/Bank Sync) | Free (with paid premium features) | | **MProfit** | Capital Gains & Tax Auditing | File/Contract Note Auto-Import | Free tier available / Paid for advanced volume | | **Value Research** | Portfolio health & MF insights | CAS Import / Manual | Free / Paid Premium | | **Zerodha/Groww** | Stock & Direct MF investors | Native Broker Data | Free | What specific types of assets are you looking to track? Knowing whether you also have US stocks, PPF, or real estate in the mix will help narrow down the best choice for you.

The best app for tracking your investment portfolio in India depends entirely on how much data you want to automate and the variety of your assets. The Top Portfolio Trackers in India - **INDmoney**: Best for automated tracking. It aggregates your Indian stocks, mutual funds, EPF, real estate, and fixed deposits by securely scanning SMS, emails, or using the Account Aggregator framework. It also natively tracks US stock investments. - ****: Best for advanced investors, traders, and HNIs. It easily handles complex multi-asset tracking, corporate actions, and generates localized, tax-compliant capital gains reports for the Income Tax Department. - **Kuvera**: Best for clean, goal-based tracking. It allows you to import external mutual funds via Consolidated Account Statements (CAS) for free and matches your current assets directly against custom financial milestones. - **Groww**: Best for absolute beginners. If you are already trading on the platform, its built-in dashboard provides a basic, no-fuss overview of external mutual fund holdings alongside active trades. - **Arthavi / NaviPlan**: Best for privacy-focused investors. These platforms process password-protected CAS files locally right inside your web browser, keeping your highly sensitive personal financial data offline and safe from third-party servers. Core Feature Comparison | App | Best For | Data Sync Method | Supported Assets | Tax Reports? | Cost | |---|---|---|---|---|---| | | Automation & Net Worth | Account Aggregator / Email | Stocks, MF, US Stocks, PPF, FD | Yes | Freemium | | MProfit | Multi-Asset & Tax Details | CAS File Upload / Broker Import | Stocks, MF, FDs, Gold, Bonds | Excellent (Capital Gains) | Freemium / Paid | | | Goal Planning & Clean UI | CAS File Upload | Stocks, Mutual Funds, Gold | Basic | Free | | | Beginners | Native Brokerage / CAS Import | Stocks, MF, Gold | Basic | Free | | | Data Privacy | Local CAS Parse (No Server Upload) | Stocks, Mutual Funds | Basic | Free | Key Metric to Watch in 2026 When evaluating any portfolio tracker, make sure it accurately calculates **XIRR (Extended Internal Rate of Return)**. Simple CAGR works fine for one-time lump-sum purchases, but XIRR is absolutely essential for calculating the true performance of rolling SIPs and irregular cash injections over time. To help me suggest the perfect option, what **types of assets** (like EPF, real estate, crypto) do you need to track besides stocks and mutual funds? Knowing if you care more about **automated tracking** or **strict data privacy** would also help narrow it down.