Best app for portfolio tracking India 2026

If you want **one app that tracks your entire net worth in India**, these are the strongest options in 2026: | App | Best for | Pros | Cons | |------|----------|------|------| | **INDmoney** | Most people | Tracks stocks, mutual funds, EPF, NPS, FDs, US stocks, net worth, good analytics | Many cross-selling features | | **MProfit** | Serious investors | Excellent multi-asset tracking, capital gains, broker/CAS imports, tax reports | Paid for advanced features | | **Value Research Portfolio** | Mutual fund investors | Great MF analytics, free portfolio tracker | UI is less modern | | **Groww** | Existing Groww users | Clean interface, automatic portfolio tracking if you invest through Groww | Limited for investments held outside the platform | | **My Portfolio – India** | DIY tracking | Supports stocks, MFs, PPF, SGBs, FDs and more | More manual setup than others | ### My recommendations - **Best overall:** INDmoney - **Best for tax reporting and multiple brokers:** MProfit - **Best if you mainly invest in mutual funds:** Value Research Portfolio - **Best if all your investments are already on Groww:** Groww If your portfolio includes **stocks + mutual funds + EPF + NPS + FDs + gold**, I'd rank them: 1. INDmoney ⭐⭐⭐⭐⭐ 2. MProfit ⭐⭐⭐⭐⭐ (especially if taxes matter) 3. Value Research Portfolio ⭐⭐⭐⭐☆ 4. Groww ⭐⭐⭐⭐☆ 5. My Portfolio – India ⭐⭐⭐⭐☆ If you tell me: - your portfolio size (e.g. ₹10 lakh, ₹50 lakh, ₹1 crore+), and - whether you invest through **Zerodha, Groww, Angel One, ICICI Direct**, or another broker, I can recommend the best tracker specifically for your setup.

Finding the "best" portfolio tracking app in India depends entirely on what kind of assets you hold and whether you want a hands-off automated experience or deep analytical reporting. The top portfolio tracking apps in India are categorized below by investor profile: --- ## 1. Best for Multi-Asset Tracking & Net Worth: INDmoney If your investments are scattered across various avenues, **INDmoney** is one of the most comprehensive "super money" apps available. * **What it tracks:** Indian Stocks, Mutual Funds, US Stocks, EPF, PPF, NPS, Real Estate, and Bank Balances. * **How it works:** It uses the Account Aggregator (AA) framework and email parsing (with your permission) to pull data automatically and update your net worth in real time. * **Best Features:** * * Consolidated net worth dashboard. * AI-driven financial insights and tracking of upcoming dividends or hidden fees. * Goal-based tracking. ## 2. Best for Deep Analytics & Tax Reporting: MProfit If you are a serious investor, trader, or manage portfolios for your entire family, **MProfit** is widely considered the gold standard for pure portfolio management in India. * **What it tracks:** Stocks, Mutual Funds, Bonds, F&O, PMS, AIF, Gold, and Corporate Fixed Deposits. * **How it works:** You can auto-import trade data and contract notes from over 700+ Indian brokers and Mutual Fund CAS (Consolidated Account Statements). * **Best Features:** * * Flawless calculation of **XIRR** (Extended Internal Rate of Return) and CAGR. * Generates highly accurate **Capital Gains reports** directly formatted for Income Tax Returns (ITR) filing. * Excellent multi-portfolio management (e.g., keeping track of separate accounts for spouse, parents, or kids). ## 3. Best for Zero-Cost Family Tracking: Kuvera Kuvera started as a direct mutual fund platform but has evolved into an incredibly clean, ad-free portfolio aggregator. * **What it tracks:** Mutual Funds, Indian Stocks, EPF, and Gold. * **How it works:** You can import your external mutual fund portfolio via a CAS upload or link your stock accounts. * **Best Features:** * * **"Managed Accounts":** Allows you to track your family’s portfolios from a single login without mixing up tax liabilities. * **Tax Loss Harvesting:** Automatically tells you which funds/stocks to sell to minimize your capital gains tax. * 100% free with a strictly no-ads, clean user interface. ## 4. Best All-In-One Broker Dashboards: Groww & Zerodha (Console) If you prefer not to use a third-party app and want to track your investments directly where you buy them, India’s top discount brokers offer excellent built-in tracking. * **Groww:** Outstanding for beginners. It lets you import external mutual funds easily to track everything in one clean mobile dashboard alongside your current stocks. * **Zerodha (Console):** Ideal for data-driven stock investors. Its "Console" dashboard provides deep heatmaps, breakdown of sector allocations, corporate actions tracking, and seamless tax-ready P&L reporting. --- ### Quick Comparison Table | App | Best For | Data Import | Cost | |:--- |:--- |:--- |:--- | | **INDmoney** | All-in-one Net Worth tracking (including US Stocks) | Automated (Account Aggregator / Email) | Free (Premium tiers for advanced advisory) | | **MProfit** | Advanced Investors, Traders & Tax Reporting | File/Contract Note Import (700+ Brokers) | Free tier available; Paid subscription for large portfolios | | **Kuvera** | Cost-conscious investors & Family tracking | Manual upload of CAS / Links | Completely Free | | **Groww** | Beginners wanting a clean UI & zero fuss | Native + External MF import | Free | What primary asset types (like mutual funds, crypto, or US stocks) make up most of your portfolio?

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!