Best app for portfolio tracking India 2026

If you want a portfolio tracker for **Indian investments in 2026**, the best choice depends on what you own. | If you want... | Best app | Why | |---|---|---| | Overall net worth tracking | **INDmoney** | Tracks stocks, mutual funds, EPF, NPS, FDs, US stocks, credit cards, and provides a consolidated net-worth view. | | Serious multi-asset portfolio management | **MProfit** | Excellent for investors with multiple brokers and asset classes. Supports automated imports, XIRR, capital gains, and tax reports. | | Mutual funds + stocks with a simple interface | **Groww** | Great if most of your investments are already on Groww. Portfolio tracking is straightforward, though it's strongest for holdings within its ecosystem. | | DIY tracking across many asset classes | **My Portfolio – India** | Supports stocks, mutual funds, PPF, FDs, SGBs, and CAS imports in one place. | | Stock research + portfolio monitoring | **Trendlyne** | Strong analytics, alerts, and portfolio monitoring for equity-focused investors. | ### My recommendations - **Best free overall:** **INDmoney** - **Best for long-term investors with multiple brokers:** **MProfit** - **Best if you invest mostly through Groww:** **Groww** - **Best for stock analysis:** **Trendlyne** If your portfolio includes **mutual funds + direct stocks + EPF + PPF + gold + FDs**, I'd lean toward **INDmoney** for convenience. If you care about **accurate tax reporting, XIRR, capital gains, and detailed performance analysis**, **MProfit** is the stronger choice. If you tell me: - your portfolio size (e.g. ₹5 lakh, ₹50 lakh, ₹2 crore), - which broker(s) you use (Zerodha, Groww, Upstox, etc.), - and which assets you hold, I can recommend the best app specifically for your setup.

Choosing the "best" portfolio tracker in India depends entirely on what you invest in, how much you value data privacy, and whether you want an automated tool or deep tax analytics. The top portfolio tracking options in India break down by investor profile: --- ### 1. Best for Multi-Asset & Tax Reporting: MProfit If you have a complex portfolio spanning multiple asset classes and care about seamless tax filing, MProfit is the industry gold standard. * **How it works:** You forward your broker contract notes, Mutual Fund CAS (Consolidated Account Statement), or trade files via email, and it auto-updates. * **Supported Assets:** Stocks, Mutual Funds, Bonds, F&O, Corporate FDs, PMS, and AIF. * **Why it stands out:** It generates capital gains reports directly in **ITR (Income Tax Return) format**, making tax season stress-free. It also supports family portfolio consolidation. * **Pricing:** Free tier available (up to a specific portfolio limit); premium tiers for larger portfolios and advanced accounting. ### 2. Best for Automated Net Worth Tracking: Fi Money & INDmoney If you want an "all-in-one" app that automatically pulls your data and gives you a single net-worth number, these fintech apps dominate the space. * **Fi Money:** Highly rated for its clean, ad-free "Net Worth" dashboard. It uses Account Aggregator frameworks to safely pull in your bank balances, stock portfolios, and mutual funds without needing your email passwords. It also features smart AI insights to query your portfolio data. * **INDmoney:** Excellent for tracking Indian stocks, mutual funds, EPF, and fixed deposits in one interface. * *Note on Privacy:* Apps like INDmoney often request access to read your email via Gmail sync to track external investments. If you prefer strict privacy, skip the automated email sync and manually upload your CAS statements instead. ### 3. Best for Stocks & Technical Insights: Tickertape If you are primarily an equity investor and want to track performance against benchmarks alongside analysis, Tickertape is highly favored. * **How it works:** It allows you to link major brokerages (like Zerodha, Groww, Angel One, Upstox) directly via API secure logins. * **Why it stands out:** Beyond simple tracking, it provides deep analytics on portfolio hygiene, asset allocation, valuation risks, and allows you to track mutual funds alongside your stock components. ### 4. Best Zero-App Option (Maximum Privacy): CAMS/KFintech CAS + Excel Many seasoned Indian investors rely on the official regulatory route for total data privacy. * **How it works:** You can generate a **Consolidated Account Statement (CAS)** from the CAMS or NSDL website monthly using your PAN. This pulls every single mutual fund and equity share you own across all platforms into one official PDF document. * You can pair this with a local spreadsheet or privacy-first local tools (like *Finbodhi* or *1ndexed*) to avoid sharing your financial net worth with third-party tech startups. --- ### Summary: Which one should you pick? | If you want... | The Best Choice Is... | |:--- |:--- | | **Flawless tax reporting & multiple assets** | **MProfit** | | **Clean, automated net worth view** | **Fi Money** (via Account Aggregator) | | **Stock analytics & multi-broker sync** | **Tickertape** | | **100% data privacy and security** | **CAMS / NSDL CAS + Excel** |

Based on the latest data for 2026, the best portfolio tracking apps in India are characterized by their ability to consolidate diverse assets—stocks, mutual funds, gold, and fixed deposits—via automated, secure imports. Here are the top picks for 2026: - **Best All-in-One Net Worth Tracker (INDmoney):** INDmoney is widely recognized for tracking everything in one place, including Indian stocks, Mutual Funds, US Stocks, EPF, NPS, and fixed deposits. It provides a comprehensive, automated net worth view. - **Best for Multi-Asset and Detailed Reporting (MProfit):** allows users to connect multiple Demat accounts and imports data from hundreds of brokers/Mutual Fund agents. It is particularly strong for capital gains and MIS reports. - **Best for Direct Investors & Simplicity (Groww):** Groww is popular for its intuitive interface, providing easy tracking for mutual funds, stocks, and Gold. - **Best for Detailed Analytics (Tickertape):** Tickertape acts as a portfolio analysis tool that integrates with major brokers like Zerodha, Upstox, and Angel One to provide in-depth research, asset allocation breakdowns, and stock screeners. - **Best for Mutual Fund Aggregation (myCAMS):** myCAMS remains a top choice for a consolidated, official view of all mutual fund holdings across AMCs in India. - **Best for Comprehensive Tracking & Analysis (Artos/Novelty Wealth):** Newer platforms like Artos and Novelty Wealth allow for tracking of diverse, non-market-linked assets, including real estate and gold, while providing sophisticated analysis tools like XIRR. **Key Trends for 2026:** - **CAS (Consolidated Account Statement):** Many of these apps allow you to simply forward your email CAS to update your entire mutual fund portfolio automatically. - **Account Aggregator (AA) Framework:** Apps like INDmoney and MProfit use secure AA APIs to pull data directly from banks and brokers for real-time tracking. To help you narrow down the best app, could you tell me: - Are you primarily tracking **stocks**, **mutual funds**, or **both**? - Do you prefer an app that **automates tracking** or one for **manual entry**?