Best app for portfolio tracking India 2026

If you're looking for the **best portfolio tracking app in India in 2026**, the right choice depends on how many asset classes you own and how much automation you want. ### Best overall: INDmoney If you own a mix of **stocks, mutual funds, US stocks, EPF, NPS, FDs, and credit cards**, INDmoney is one of the strongest all-in-one options. It automatically tracks net worth, imports many investments, and provides performance insights in a clean interface. ### Best for serious investors: MProfit If you have investments across multiple brokers or need **capital gains reports, XIRR, detailed transaction history, and tax reporting**, MProfit is the most feature-rich option. It's especially popular with experienced investors and CAs. ### Best for mutual fund investors: ET Money ET Money is excellent if your portfolio is mainly **direct mutual funds**, with added support for FDs, NPS, and financial planning. It also provides portfolio analysis and recommendations. ### Best if you already use Groww If all your investments are on Groww, its built-in portfolio tracker is simple and convenient. However, it's less comprehensive for tracking investments held outside the Groww ecosystem. ### Best free manual tracker **My Portfolio (Tracker) – India** is a good choice if you don't mind manually importing transactions. It supports stocks, mutual funds, PPF, FDs, SGBs, and CAS imports. ### My recommendation by investor type - **Beginner:** INDmoney - **Mutual fund-focused:** ET Money - **Advanced investor with multiple brokers/assets:** MProfit - **Groww-only investor:** Groww Portfolio - **Privacy-conscious/manual tracking:** My Portfolio (Tracker) – India If you tell me: - your **portfolio size** (e.g. ₹5 lakh, ₹50 lakh, ₹2 crore), - what you invest in (stocks, mutual funds, ETFs, gold, EPF, etc.), - and whether you prefer **free** or are okay paying for premium features, I can narrow it down to the single best app for your situation.

The "best" app for tracking your portfolio in India depends heavily on whether you just want to track standard **stocks and mutual funds**, or if you need a powerhouse to aggregate **multi-asset complex investments** (like FDs, EPF, real estate, and multiple family accounts). Here are the top-rated portfolio tracking apps available in India: ### 1. MProfit (Best for Advanced & Multi-Asset Tracking) If you have investments spread across multiple brokers, banks, and asset classes, MProfit is arguably the strongest dedicated tracker in India. * **Pros:** Supports auto-importing of data from 700+ brokers and Consolidated Account Statements (CAS). It tracks Stocks, Mutual Funds, Bonds, F&O, Corporate FDs, and Gold. * **Standout Feature:** It excels at managing **family portfolios** under separate profiles and automatically generates capital gains tax reports in ITR-ready formats. * **Pricing:** Free tier available (with limits on portfolio size); paid plans for advanced users. ### 2. Value Research Online (Best for Mutual Fund Insights) A long-time favorite for Indian investors, especially those heavily weighted into mutual funds. * **Pros:** Highly accurate tracking, clean interface, and very deep analytical insights. It breaks down your portfolio's sector exposure, market-cap allocation, and risk metrics. * **Standout Feature:** Excellent comparison tools that show you exactly whether your mutual funds are outperforming or underperforming their relevant benchmarks. * **Pricing:** Free basic tracking; premium tier for advanced fund analytics. ### 3. Native Broker Apps: Groww & Zerodha Console (Best for Set-It-and-Forget-It) If you prefer not to use a third-party app and do all your primary investing through a single platform, major brokers have upgraded their built-in tracking features significantly. * **Groww:** Widely favored for its ultra-clean UI. It allows you to track external mutual funds effortlessly by importing your CAS. * **Zerodha (Console / Coin):** Ideal for Zerodha users. While Console tracks your equity flawlessly, you can use **偏 (Coin)** to view your integrated mutual fund holdings and track long-term XIRR. * **Pricing:** Free (as they are tied to your brokerage accounts). ### 4. StockEdge (Best for Active Investors & Traders) If you track a portfolio but also actively look for new stock market opportunities, StockEdge bridges that gap perfectly. * **Pros:** Offers a dedicated "My Section" to track your custom portfolios alongside your custom scans and watchlists. * **Standout Feature:** It provides powerful fundamental and technical research, meaning you can analyze why a stock in your portfolio is moving right inside the tracker. * **Pricing:** Freemium. --- ### Which one should you pick? * If you want a **free, simple tracker** and already invest through them: **Groww** or **Zerodha**. * If you want **deep analytical insights** specifically on your Mutual Funds: **Value Research**. * If you have a **complex portfolio** across multiple family members and need tax reports: **MProfit**. Are you looking to track a single portfolio of mostly stocks/MFs, or do you need to combine multiple family accounts and miscellaneous assets like FDs and gold?

The **best portfolio tracking app in India depends on your tracking style and asset complexity**, but **INDmoney** is widely considered the best overall "all-in-one" financial super-app. It automatically aggregates Indian stocks, mutual funds, US equities, EPF, and fixed deposits into a single dashboard. However, because multi-broker platforms and differing investor needs create varied requirements, the top-rated choices are categorized below by their specific strengths. Top Portfolio Trackers by Category | App Name | Best For | Pricing Model | Key Advantage | |---|---|---|---| | **INDmoney** | Automated All-In-One Tracking | Freemium | Syncs multiple brokers, US stocks, and EPFO automatically. | | **MProfit** | Tax Reporting & Multi-Asset Depth | Freemium | Advanced transaction-level ledger with precise capital gains reports. | | **Kuvera** | Goal Tracking & Clean UX | Free | Goal-oriented tracking with no-nonsense direct mutual fund management. | | **Value Research Online** | Fundamental Analytics | Free / Paid Tier | Deep fund-level research, XIRR calculations, and legacy trust. | | **Zerodha Console** | Active Discount Broker Users | Free (with account) | Native, distraction-free reporting built into India's top broker ecosystem. | Detailed Analysis of Top Picks **INDmoney**: Best for Automation & Variety - **Unified Dashboard**: Aggregates disparate investments including your bank accounts, direct mutual funds, Demat accounts, and fixed deposits. - **Auto-Import Magic**: Seamlessly updates via the Account Aggregator framework or by reading transaction emails/CAS statements. - **Value-Add Insights**: Flags regular mutual funds so you can switch to direct funds, and evaluates your overall portfolio risk footprint. ****: Best for Heavy Traders & Tax Planning - **Multi-Broker Management**: Excellent choice if you hold different Demat accounts across multiple brokers like Zerodha, Groww, and Angel One. - **Audit-Ready Reporting**: Offers highly accurate transaction histories, XIRR benchmarks, and precise capital gains computation for tax filing. - **Diverse Asset Support**: Tracks niche assets alongside traditional ones, including bonds, corporate fixed deposits, PPF, and NPS. **Kuvera**: Best for Clean, Goal-Based Tracking - **Zero Cost**: Entirely free platform with zero commissions and an interface free from intrusive cross-selling banners. - **Goal Mapping**: Allows you to tag specific mutual fund or stock holdings to explicit financial milestones (e.g., retirement, child's education). - **Family Accounts**: Easily manages and tracks consolidated portfolios across multiple family members under a single login. **Value Research Online My Investments**: Best for Rigorous Portfolio Health Checks - **Unbiased Analysis**: Backed by over two decades of mutual fund research pedigree, providing stellar qualitative data on what you hold. - **XIRR & Asset Allocation**: Delivers rigorous performance tracking, giving you a crystal-clear look at your true annualized rate of return across asset classes. Privacy Note & CAS Workflow If you prefer complete data privacy over mobile app convenience, consider localized tools like **** (which allows you to process statements offline) or maintaining a personalized **Google Sheets template** updated with your central **Consolidated Account Statement (CAS)** from NSDL/CDSL. To better suggest the ideal setup, could you share **what specific assets** you hold (e.g., just Mutual Funds, or a mix of Stocks, Crypto, and PPF)? Let me know if you prefer a **fully automated** tracker or a **privacy-first** manual tool!