Best app for portfolio tracking India 2026

If you want **one app to track your entire investment portfolio in India in 2026**, these are the strongest options: | App | Best for | Pros | Cons | |------|----------|------|------| | **INDmoney** | ⭐ Best overall | Tracks mutual funds, Indian stocks, US stocks, EPF, NPS, FDs, credit cards, and net worth in one place | Some features encourage investing through the app | | **MProfit** | Serious investors | Excellent for multiple brokers, tax reports, XIRR, capital gains, family portfolios | Paid for many advanced features | | **ET Money** | Mutual fund-heavy portfolios | Good CAS import, goal tracking, MF analytics | Less comprehensive for non-MF assets | | **My Portfolio – India** | Offline/manual tracking | Supports stocks, MFs, PPF, SGBs, FDs, NPS and CAS import | Requires manual maintenance for some assets | | **Trendlyne** | Research + tracking | Portfolio tracking with strong stock analytics and alerts | Research-focused rather than net-worth focused | ### My recommendations - **Most investors:** **INDmoney** — best mix of automation, asset coverage, and ease of use. - **₹50 lakh+ portfolio or multiple family accounts:** **MProfit**. - **Primarily mutual funds:** **ET Money**. - **DIY investors who don't want to link accounts:** **My Portfolio – India**. If your portfolio includes **Indian stocks + mutual funds + EPF + NPS + FDs + SGBs**, I'd rank them: 1. 🥇 INDmoney 2. 🥈 MProfit 3. 🥉 ET Money 4. Trendlyne 5. My Portfolio – India If you tell me: - your **approximate portfolio size** (e.g. ₹10L, ₹50L, ₹2Cr+), and - whether you use **Zerodha, Groww, Upstox, ICICI Direct, or multiple brokers**, I can recommend the app that's the best fit for your specific setup.

Choosing the "best" portfolio tracker in 2026 depends entirely on your investment style. Are you looking to track everything from your EPF and credit cards to your stock portfolio in one dashboard, or do you prefer a dedicated tool for deep-dive market research? Here is a breakdown of the top contenders in the Indian market, categorized by their primary strength. ### 1. The "All-in-One" Consolidators If you want a "Single Source of Truth" for your entire net worth—including bank accounts, credit cards, EPF, and multiple brokerage accounts—these are your best bets. * **INDmoney:** Widely regarded as the most comprehensive dashboard for the average Indian investor. It excels at auto-syncing various financial accounts to give you a holistic view of your net worth, expenses, and investments. * **MProfit:** This is the heavyweight for serious, multi-asset investors. It is excellent if you deal with diverse instruments (unlisted stocks, F&O, gold, bonds, etc.) and need tax-ready reports (capital gains, ITR-ready formats). It’s less of a "social" app and more of a "serious finance" tool. ### 2. For Market Research & Analysis If your primary goal is to analyze stock fundamentals, screen for new opportunities, and track your active trading portfolio, look here: * **StockEdge:** Extremely popular for its data-driven approach. It is fantastic for investors who want to filter stocks using custom scans, track sector trends, and perform fundamental analysis on the go. * **Moneycontrol:** A classic for a reason. It remains the gold standard for real-time market updates, news, and keeping tabs on your watchlist and portfolio performance against market indices. ### 3. For Mutual Fund & Goal-Based Tracking If you are a long-term investor focused primarily on mutual funds and SIP goals: * **Kuvera:** Known for its clean, ad-free interface and robust goal-based tracking. It is a favorite among passive investors who appreciate transparent, "direct-plan" investing and efficient tax-loss harvesting features. * **ET Money:** A strong contender that combines mutual fund tracking with an AI-driven advisory layer. It’s great if you want to track your portfolio while also receiving actionable insights on asset allocation and financial health. --- ### Comparison Matrix | App | Best For | Key Advantage | |:--- |:--- |:--- | | **MProfit** | Multi-Asset Tracking | Best for tax reporting & unlisted assets. | | **INDmoney** | Holistic Net-Worth | Syncs everything (EPF, Banks, Stocks). | | **StockEdge** | Research & Analysis | Superior screening and fundamental tools. | | **Kuvera** | Mutual Funds/SIPs | Goal-based planning & tax-loss harvesting. | | **Moneycontrol** | Market Intel | Real-time news & comprehensive tracking. | --- ### A Note on Privacy Since these apps require access to your financial data (via CAS imports or account aggregators), ensure you stick to established, reputable platforms. Most of the apps listed above utilize the **Account Aggregator (AA) framework** or secure CAS imports, which is the standard for data privacy in India in 2026. Avoid lesser-known, "fly-by-night" trackers that require your login credentials for broker portals. **Pro Tip:** If you have investments across three or more different brokers, start with **MProfit** or **INDmoney**. They reduce the headache of manually calculating XIRR or capital gains across disparate platforms. To give you a more tailored recommendation, what is the single most frustrating part of tracking your investments right now? (e.g., "I hate manual data entry," "I can't see my total tax liability," or "I just want one simple dashboard.")

Based on 2026 trends, the best portfolio tracking apps in India focus on comprehensive aggregation, covering stocks, mutual funds, and fixed-income assets. Here are the top picks for 2026: - ** (Best Overall for All Assets):** A highly regarded app in Indian investment forums, Artos offers detailed tracking for Indian stocks, US stocks, mutual funds, ETFs, Fixed Deposits, EPF/PPF, NPS, and real estate, along with goal-tracking and advanced exposure analysis. - **Kuvera.in (Best for Mutual Funds & Goal Tracking):** A pioneer in direct plans in India, it is excellent for tracking consolidated portfolios and allows importing stock portfolios from brokers. - **Zerodha Coin (Best for Direct Mutual Funds):** Ideal for users already in the Zerodha ecosystem, it offers a seamless way to buy direct funds and track portfolio performance. - ** (Best for Comprehensive Manual Tracking):** Supports manual input or CAS (Consolidated Account Statement) import for Mutual Funds, Stocks, PPF, Fixed Deposits, and Sovereign Gold Bonds. - **Yahoo Finance India (Best for Market News + Tracking):** A robust option for tracking Indian stock market performance with global insights. **Key Considerations for 2026:** - **CAS Support:** Top apps like or specialized trackers now allow automatic portfolio updates via Consolidated Account Statements (CAS). - **Asset Variety:** Look for apps that cover both digital (stocks/MFs) and physical/fixed income (Gold/PPF/Real Estate). Would you like recommendations based on a specific need, such as **automatic updating via SMS/email** or a app with **no brokerage fees**?