Best app for portfolio tracking India 2026

If your goal is **tracking your entire investment portfolio (not just one broker)** in India in 2026, these are the strongest options: | App | Best for | Pros | Cons | |------|----------|------|------| | **INDmoney** | Overall portfolio tracking | Tracks stocks, mutual funds, US stocks, EPF, NPS, FDs, credit cards, and net worth in one app; good automation | Some advanced features are paid | | **MProfit** | Serious investors | Excellent multi-asset tracking, capital gains reports, broker imports, tax reporting | Paid subscription for most users | | **ET Money** | Mutual fund investors | Great MF tracking, goal planning, tax-saving features | Equity portfolio features are less comprehensive than dedicated trackers | | **My Portfolio – India** | Manual tracking | Supports stocks, mutual funds, PPF, FDs, SGBs, NPS and CAS import | Requires more manual setup than fully automated apps | | **Groww** | Existing Groww users | Clean interface and easy tracking of holdings within the ecosystem | Best if most investments are already on Groww | ### My recommendations - **Best overall:** **INDmoney** — ideal if you want one dashboard for almost all investments and your overall net worth. - **Best for experienced investors:** **MProfit** — excellent reporting, tax calculations, and support for multiple brokers and asset classes. - **Best free manual tracker:** **My Portfolio – India** — a good choice if you don't want to link financial accounts. If you tell me: - approximately **portfolio size** (e.g. ₹5 lakh, ₹50 lakh, ₹2 crore+), - what you invest in (stocks, mutual funds, ETFs, F&O, US stocks, crypto, etc.), - and whether you use brokers like Zerodha, Groww, Angel One, or others, I can recommend the app that best fits your setup.

There isn’t a single "absolute best" app because it depends heavily on what you are trying to track (just stocks and mutual funds vs. your entire net worth) and how much detail you want. Here is a breakdown of the top-performing portfolio tracking apps in India, categorized by what they do best: --- ## 1. Best for Overall Net Worth: INDmoney If you want a single dashboard that acts as a financial command center, **INDmoney** remains a top choice. * **What it tracks:** Indian stocks, mutual funds, EPF, PPF, NPS, fixed deposits, real estate, bank balances, and even US stocks. * **How it tracks:** It auto-reads your Mutual Fund CAS (via CAMS/KFintech) and connects to external brokers to pool your data. * **Pros:** Beautiful UI, extensive automation, and completely free net worth tracking. * **Cons:** The app pushes its own investment and loan products heavily, which can feel cluttered. ## 2. Best for Deep Analytics & Tax: MProfit If you are a serious investor who manages multiple family accounts, values privacy, and hates capital gains calculations during tax season, **MProfit** is the gold standard. * **What it tracks:** Stocks, mutual funds, corporate bonds, F&O, PMS, gold, and real estate. * **How it tracks:** Auto-imports contract notes from over 700+ brokers and official mutual fund statements. * **Pros:** Flawless XIRR calculation, zero data-selling, and it generates Capital Gains reports directly in ITR-ready formats (accounting for current LTCG/STCG laws). * **Cons:** The mobile app is secondary to their robust desktop/web platform. Free tier is limited by portfolio value or number of assets. ## 3. Best for Clean UX & Research: Value Research Online Value Research has updated its tracking tools to combine its legendary mutual fund data with stock portfolio analysis. * **What it tracks:** Mutual funds, Indian equities, NPS, and fixed income. * **How it tracks:** Automated CAS upload for mutual funds and manual/excel sheet import for stocks. * **Pros:** Highly accurate data, clean and ad-free experience, and it provides deep portfolio "health checks" (showing if you are over-exposed to a specific sector or company). * **Cons:** Doesn't have the "all-in-one" automated banking/expense tracking that lifestyle apps offer. ## 4. Best Broker-Native Tracker: Zerodha Console / Groww If you don't like sharing your data with third-party apps, your best bet is sticking to the native console of your primary broker. * **Pros:** 100% accurate because it is the source of truth for your trades; handles corporate actions (splits, dividends, bonuses) perfectly. * **Cons:** They generally only track assets held *within* their ecosystem. (e.g., Zerodha Console won't automatically show your external mutual funds or HDFC Demat holdings). --- ### Summary Checklist to Decide: | If you want... | The Best App is... | |:--- |:--- | | **All-in-one automation (US stocks, EPF, FDs)** | **INDmoney** | | **Flawless tax reporting & multiple family accounts** | **MProfit** | | **Deep mutual fund analytics & portfolio health scores** | **Value Research** / **PrimeInvestor** | | **Privacy and raw accuracy (no third-party access)** | **Your primary broker's console** | Are you looking to track investments spread across multiple brokers, or do you want an app where you can track lifestyle assets like EPF and bank balances too?

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!