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Investing Apps · 14 July 2026One prompt · three engines

Prompt 20 · 14 July 2026

Best app for portfolio tracking India 2026

Three engines were asked the exact prompt above on 14 July 2026. Below is the verbatim answer each one gave, the brands it named, and the URLs it cited.

Answered 14 July 2026

If you're looking for the **best overall portfolio tracker in India in 2026**, the right choice depends on what you invest in. | Use case | Best app | Why | |---|---|---| | **Overall portfolio & net worth** | **INDmoney** | Tracks Indian stocks, mutual funds, US stocks, EPF, NPS, FDs, loans, and gives a consolidated net-worth view. | | **Power users & tax reporting** | **MProfit** | Excellent multi-asset tracking, CAS and broker imports, XIRR, capital gains, and detailed reports. Ideal if you invest across many brokers. | | **Mutual fund investors** | **ET Money** | Strong mutual fund tracking, goal planning, SIP management, and tax features. | | **Simple investing on one platform** | **Groww** | Great if most investments are already on Groww; portfolio tracking is built in. | | **Stocks & research** | **Trendlyne** | Excellent analytics, alerts, and portfolio monitoring for stock investors. | ### My recommendation - **Most investors:** **INDmoney** - Free - Auto-imports many investments - Best all-in-one dashboard - Good mobile experience - **Serious investors (₹25L+ portfolio or multiple brokers):** **MProfit** - Best reporting - Accurate tax calculations - Handles almost every asset class - **Mutual funds only:** **ET Money** or **Groww**, depending on where you invest. If you tell me: - your portfolio size (₹5L, ₹50L, ₹2Cr+), - what you invest in (stocks, mutual funds, ETFs, US stocks, FDs, gold, crypto), - and which brokers you use (Zerodha, Groww, Angel One, etc.), I can recommend the best app specifically for your setup.

Answered 14 July 2026

In 2026, the "best" portfolio tracker in India depends on what you are trying to track. Because Indian investors hold a diverse mix of assets—ranging from direct stocks and mutual funds to EPF, PPF, gold, and real estate—different apps cater to different needs. The top portfolio tracking apps in India for 2026 are categorized below by their strengths to help you choose the best fit: --- ## 1. Best for Multi-Asset & Family Tracking: MProfit If you have a complex portfolio spread across multiple family members, brokers, and asset classes, MProfit is highly regarded as the gold standard in India. * **Supported Assets:** Stocks, Mutual Funds, Bonds, F&O, Gold, PPF, Corporate FDs, and PMS. * **Key Features:** * Auto-imports data from over 700+ brokers and the consolidated Mutual Fund CAS (Common Account Statement). * * Excellent calculation of **XIRR** (Extended Internal Rate of Return) and CAGR. * Generates **Capital Gains reports** directly in ITR (Income Tax Return) formats. * **Best For:** High-net-worth individuals (HNIs), families, and active traders who need tax-ready reports. ## 2. Best for All-in-One Net Worth Tracking: INDmoney INDmoney excels at giving you a unified view of your entire financial life with minimal manual entry. * **Supported Assets:** Indian Stocks, Mutual Funds, US Stocks, EPF, PPF, NPS, Real Estate, and Bank Balances. * **Key Features:** * * Uses automated email scans and direct integrations (like MF Central) to sync your investments. * Real-time tracking of US stocks alongside Indian equities. * Offers insights into your asset allocation and detects hidden fees or duplicate mutual funds. * **Best For:** Investors who want a modern, "set-it-and-forget-it" dashboard to view their total net worth. ## 3. Best for Mutual Funds & Clean Interface: Kuvera Kuvera remains a fan-favorite for long-term investors who prefer direct mutual funds and want a clean, ad-free experience. * **Supported Assets:** Mutual Funds, Indian Stocks, EPF, Gold, and Fixed Deposits. * **Key Features:** * * Completely free tracking with no hidden charges or commissions. * Features like **"Trade Smart"** for tax harvesting and "Family Accounts" to manage multiple portfolios under one login. * Tracks historical XIRR since inception. * **Best For:** Goal-based, hands-off mutual fund investors. ## 4. Best for Analytics & Research: StockEdge If you are an active stock investor who wants to track portfolios while performing deep technical and fundamental analysis, StockEdge is the premier tool. * **Supported Assets:** Indian Stocks, ETFs, and Mutual Funds. * **Key Features:** * * Advanced stock screening, daily updates on bulk/block deals, and sectoral analysis. * Allows you to create custom watchlists and track your stock portfolios against expert-vetted "Investment Cases." * **Best For:** Semi-active and active stock market investors. ## 5. Best for Privacy & Customization: Value Research Online or Google Sheets If you are uncomfortable sharing your financial emails or SMS data with third-party aggregators: * **Value Research (My Portfolio):** A very reliable, classic platform. You can manually enter or import your CAS statements to track combined returns and benchmark your portfolio against indices without intrusive tracking. * **Google Sheets (with GoogleFinance):** For tech-savvy investors, using custom spreadsheets remains a popular, private way to track complex, multi-broker portfolios without giving up data privacy. --- ### Which one should you choose? | If your primary goal is... |...your best option is: | |:--- |:--- | | **Tax-ready reporting & multi-member tracking** | **MProfit** | | **A hands-free, comprehensive Net Worth view** | **INDmoney** | | **Clean, free tracking with tax-loss harvesting** | **Kuvera** | | **Deep stock analysis and market research** | **StockEdge** | Are you looking to track a specific mix of assets (like crypto or US stocks alongside Indian mutual funds), or are you primarily trying to simplify your tax reporting?

Brands named

Answered 14 July 2026

Based on popular usage and functionality, here are the top apps for portfolio tracking in India for 2026, offering comprehensive tracking for stocks, mutual funds, and other assets: - **Groww:** A leading platform for retail investors, allowing them to track stocks, mutual funds, and gold in one place. - **Kuvera.in:** Known as a pioneer in direct plans, offering excellent portfolio tracking and the ability to import stock portfolios for consolidated tracking. - **Tickertape:** Offers a visual dashboard to track stocks and mutual funds, blending holdings tracking with a powerful screener and analytics. - **Zerodha Coin:** Ideal for managing direct mutual fund investments in a single, convenient, commission-free platform. - **MyCAMS:** A reliable app for tracking mutual fund investments across various AMCs through a consolidated portfolio view. - **Angel One:** Features comprehensive portfolio tracking alongside AI-powered recommendations (ARQ Prime). - **:** A specialized app for tracking a wide array of investments including mutual funds, stocks, PPF, FDs, and Sovereign Gold Bonds (SGBs) in one place. For investors prioritizing analytical features and independent research, Morningstar India offers detailed portfolio insights and comparison tools. To recommend the absolute best app for your specific needs, could you tell me: - **What types of assets** do you hold (e.g., just stocks/MFs, or also PPF, EPF, gold, real estate)? - Are you using **multiple brokers**, or just one? - Do you prefer a tracker that also allows for **direct trading**?

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