# Best app for portfolio tracking India 2026 · 11 Jul
> What ChatGPT, Gemini, and Google AI Mode said about: Best app for portfolio tracking India 2026. Brands named, sources cited, sentiment per engine on 11 Jul.

Canonical URL: https://cite.solutions/state-of-ai-india/investing-apps/reports/2026-07-11/p/20
Source: Cite Solutions (cite.solutions)
Published: 2026-07-11
---

[← Investing Apps · 11 July 2026](/state-of-ai-india/investing-apps/reports/2026-07-11)One prompt · three engines

Prompt 20 · 11 July 2026

# Best app for portfolio tracking India 2026

Three engines were asked the exact prompt above on 11 July 2026. Below is the verbatim answer each one gave, the brands it named, and the URLs it cited.

ChatGPTgpt-5-5

Answered 11 July 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.

Brands named

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

Sources cited · 5

* [9 Best Online Investment Tracker Tools In India (2026)invsify.com/blog/online-investment-tracker](https://invsify.com/blog/online-investment-tracker?utm%5Fsource=chatgpt.com)
* [MProfit | Multi-asset Portfolio Tracker for Investors, Chartered ...mprofit.in](https://www.mprofit.in/?utm%5Fsource=chatgpt.com)
* [Dashboard - My Investments | Portfolio Managervalueresearchonline.com/my-investments](https://www.valueresearchonline.com/my-investments/?utm%5Fsource=chatgpt.com)
* [Growwen.wikipedia.org/wiki/Groww](https://en.wikipedia.org/wiki/Groww?utm%5Fsource=chatgpt.com)
* [My Portfolio (Tracker) - India – Apps on Google Playplay.google.com/store/apps/details?hl=en\_IN&id=in.whoopee.myportfolio](https://play.google.com/store/apps/details?hl=en%5FIN&id=in.whoopee.myportfolio&utm%5Fsource=chatgpt.com)

Geminigemini-3-flash

Answered 11 July 2026

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?

Brands named

[INDmoney](https://indmoney.com "Visit INDmoney")[Paytm Money](https://paytmmoney.com "Visit Paytm Money")[Kuvera](https://kuvera.in "Visit Kuvera")[Groww](https://groww.in "Visit Groww")[Smallcase](https://smallcase.com "Visit Smallcase")[Zerodha](https://zerodha.com "Visit Zerodha")

Sources cited · 6

* [Top 10+ Mutual Fund Investment Apps in India in 2026 - Decentrodecentro.tech/blog/mutual-fund-investment-apps](https://decentro.tech/blog/mutual-fund-investment-apps/#:~:text=90%2B%20year%20financial%20services%20heritage%20offering%20comprehensive,one%20dashboard%20with%20AI-driven%20financial%20insights.%20FundsIndia.)
* [MProfit | Multi-asset Portfolio Tracker for Investors, Chartered Accountants and Financial Advisorsmprofit.in](https://www.mprofit.in/)
* [Top 10+ Mutual Fund Investment Apps in India in 2026 - Decentrodecentro.tech/blog/mutual-fund-investment-apps](https://decentro.tech/blog/mutual-fund-investment-apps/#:~:text=Paytm%20Money%20%2A%20Integration%20with%20Paytm%20wallet,mutual%20fund%20recommendations.%20%2A%20Real-time%20portfolio%20tracking.)
* [MProfit | Multi-asset Portfolio Tracker for Investors, Chartered Accountants and Financial Advisorsmprofit.in](https://www.mprofit.in/#:~:text=With%20MProfit%2C%20you%20can%20consolidate%20multi-asset%20investments,get%20capital%20gain%20reports%20in%20ITR%20format.)
* [Top 10+ Mutual Fund Investment Apps in India in 2026 - Decentrodecentro.tech/blog/mutual-fund-investment-apps](https://decentro.tech/blog/mutual-fund-investment-apps/#:~:text=Groww%20%2A%20Zero%20commission%20on%20direct%20mutual,Instant%20KYC%20completion.%20%2A%20Tax-saving%20fund%20recommendations.)
* [Top 10+ Mutual Fund Investment Apps in India in 2026 - Decentrodecentro.tech/blog/mutual-fund-investment-apps](https://decentro.tech/blog/mutual-fund-investment-apps/#:~:text=Modern%2C%20simplified%20investment%20platform%20targeting%20young%20professionals,support%20and%20a%20broad%20fund%20catalogue.%20Smallcase.)

AI ModeGoogle AI Mode

Answered 11 July 2026

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!

Brands named

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

Sources cited · 7

* [blog / best portfolio optimization softwareinvsify.com/blog/best-portfolio-optimization-software](https://invsify.com/blog/best-portfolio-optimization-software)
* [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/)
* [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/)
* [blog / portfolio tracker software indiainvsify.com/blog/portfolio-tracker-software-india](https://invsify.com/blog/portfolio-tracker-software-india)
* [Arthaviarthavi.com/portfolio-tracker-india](https://arthavi.com/portfolio-tracker-india/)
* [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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