Best app for portfolio tracking India 2026

If your goal is **tracking your entire net worth across brokers and asset classes**, these are the strongest options for India in 2026: | App | Best for | Pros | Cons | |------|----------|------|------| | **MProfit** | Serious investors | Tracks stocks, mutual funds, PPF, NPS, bonds, F&O, PMS, AIFs; auto-imports CAS and broker statements; excellent capital gains reports | Paid for most advanced features | | **Tickertape** | Stock investors | Links multiple demat accounts, portfolio analytics, valuation metrics, watchlists | Best experience if you mainly own listed stocks | | **INDmoney** | All-in-one wealth tracking | Tracks Indian investments, US stocks, FDs, EPF, loans, net worth; clean interface | Some advanced features are ecosystem-focused | | **Value Research My Investments** | Mutual fund investors | Excellent fund analysis, CAS import, free | Limited for stock-heavy portfolios | | **My Portfolio – India** | Free offline tracker | Supports stocks, mutual funds, PPF, SGBs, FDs, NSC and CAS import | More manual setup than premium apps | ### My recommendations - **Best overall:** **MProfit** — ideal if you have investments spread across multiple brokers and asset classes and want detailed tax reporting. - **Best free:** **My Portfolio – India** if you're comfortable importing data yourself. - **Best for stocks:** **Tickertape** thanks to broker integration and research tools. - **Best for mutual funds:** **Value Research My Investments**. - **Best net-worth dashboard:** **INDmoney**, especially if you also want to track bank accounts, loans, and international investments. If you tell me: - your broker (Groww, Zerodha, Angel One, Dhan, Upstox, etc.), - whether you invest in mutual funds, - and whether you want **free** or **paid**, I can recommend the best app specifically for your portfolio.

When it comes to tracking your portfolio in India, there isn’t a single "perfect" app—instead, the best choice depends entirely on **how complex your assets are** and **how much you value your data privacy**. The top portfolio tracking apps in India are categorized below by investor type to help you find your ideal match: --- ## 1. Best All-in-One Tracker: INDmoney If you want to open one app and see your entire net worth—including Indian stocks, mutual funds, US equities, EPF, PPF, NPS, and fixed deposits—**INDmoney** remains the most comprehensive retail tool. * **How it tracks:** It auto-imports your mutual funds using your PAN-linked CAMS/KFintech Consolidated Account Statement (CAS) and tracks Indian stocks via depository (CDSL/NSDL) sync. * **Pros:** * * Unified view of almost all Indian asset classes. * Seamless tracking of US Stocks. * Completely automated updates. * **Cons:** The UI can feel cluttered with constant cross-selling of credit cards, loans, and investment products. --- ## 2. Best for Advanced Investors, CAs & HNIs: MProfit If you trade across multiple brokers, invest in PMS (Portfolio Management Services), F&O, bonds, or corporate FDs, **MProfit** is the gold standard. It is less of a casual app and more of a heavy-duty financial tool. * **How it tracks:** You can auto-import trade confirmation PDFs or contract notes from over 700+ Indian brokers. * **Pros:** * * Flawless calculation of **XIRR** and **Capital Gains tax** (STCG/LTCG) formatted specifically for Indian ITR filing. * Allows tracking of family portfolios under one dashboard. * No ads or invasive upselling. * **Cons:** It is a paid software (with a limited free tier) and has a steeper learning curve compared to modern fintech apps. --- ## 3. Best for Clean UI & Net Worth Tracking: Fi Money If INDmoney’s busy interface gives you anxiety, **Fi Money** has emerged as a highly popular, minimalist alternative for keeping an eye on your net worth. * **How it tracks:** Uses the secure RBI-approved Account Aggregator (AA) framework to link your bank accounts, mutual funds, and stock portfolios. * **Pros:** * * An incredibly clean, distraction-free UI. * No aggressive product pushing. * Features like "Talk to AI" to ask natural language questions about your spending and holdings. * **Cons:** It acts primarily as a digital banking/savings platform first, so its deep-dive analytical tools for stocks aren't as robust as dedicated stock trackers. --- ## 4. Best Privacy-First / Manual Tracker: My Portfolio (Tracker) - India If you are uncomfortable syncing your email or PAN with third-party servers, **My Portfolio - India** (by whoopee.in) is a hidden gem on the Google Play Store. * **How it tracks:** Semi-automatic. You manually upload your CAS (Consolidated Account Statement) PDF. * **Pros:** * * **100% Privacy:** Your data stays locally on your device or your personal Google Drive. * No registration or login credentials required. * Tracks SGBs (Sovereign Gold Bonds), PPF, FDs, and Mutual Funds beautifully. * **Cons:** Android-only, manual file uploads are required to update your stock/MF transaction history, and the UI looks slightly dated. --- ## Summary: Which one should you download? | If your goal is to... | The best app for you is: | Cost | |:--- |:--- |:--- | | Track **everything** automatically (Stocks, MF, EPF, US Stocks) | **INDmoney** | Free (Ad-supported / Cross-selling) | | Get precise tax reports and manage multi-broker/family portfolios | **MProfit** | Free tier; Paid plans for advanced features | | See a beautiful, clean, secure overview of your net worth | **Fi Money** | Free | | Keep your financial data completely private & local | **My Portfolio - India** | Free (Minimal banner ads) | > **Pro-Tip:** If you invest *exclusively* through one broker like **Zerodha** or **Groww**, their in-house dashboards (like Zerodha Console) are actually far more accurate for tracking your specific holdings and XIRR than any third-party app. What specific mix of assets (e.g., mostly mutual funds, direct stocks, or physical assets like gold/real estate) are you looking to track?

Based on top tools and trends for 2026, the best portfolio tracking apps in India focus on comprehensive, automated tracking across diverse asset classes like stocks, mutual funds, EPF, NPS, and US stocks. Here are the top picks based on 2026 market data: **1. Top All-in-One Trackers** - **INDmoney:** Frequently rated as a "financial super app," it is highly effective for automating the tracking of mutual funds, stocks (Indian & US), EPF, NPS, and Fixed Deposits. It uses a unified dashboard to track total net worth. - **:** Ideal for users with multiple brokers and asset classes (stocks, MFs, bonds, PMS, and alternate assets). It excels in auto-importing data and generating detailed capital gains and XIRR reports. - **Artos:** Recommended for comprehensive tracking, supporting stocks, mutual funds, FDs/RDs, EPF/PPF, NPS, real estate, and more. **2. Best for Stock & ETF Investors** - **Tickertape:** A powerful tool to track stocks and mutual funds, integrated directly with brokers like Zerodha, Angel One, and Upstox. It is widely used for analyzing holdings in a consolidated view. - **Zerodha Console:** The best tool for users who solely invest via Zerodha, providing extensive P&L reporting and tax statements. - **Smallcase:** Specialized for tracking themed portfolios, which can be linked to major brokerages like Zerodha, Groww, and ICICI Direct. **3. Best for Mutual Fund Focused Investors** - **myCAMS Mutual Fund App:** A highly secure, trusted app for aggregating a complete, industry-wide mutual fund portfolio view via CAS (Consolidated Account Statement). - **Kuvera.in:** Known as a pioneer in direct mutual funds, providing robust tracking tools, in addition to tracking imported stock portfolios. - **ET Money:** A popular choice that provides an extensive analysis of mutual fund portfolios, including SIP tracking. **4. Best for Performance Analytics & HNI** - **Morningstar India:** Known for its high-level independent analysis, risk-adjusted ratings, and detailed portfolio insights, suitable for comparing funds. - **Novelty Wealth:** Offers advanced analytics, asset allocation breakdowns, and XIRR tracking via API sync and automated imports. **Key 2026 Tracking Methods** - **CAS (Consolidated Account Statement):** Used by apps like myCAMS and MProfit to import data by emailing your monthly statement. - **API Sync/Account Aggregator:** Modern apps like INDmoney and Novelty Wealth use secure APIs to pull data directly from banks/brokers for real-time tracking. Are you looking for a **free app**, or are you okay with a **paid subscription** for advanced analytics? Also, are you primarily tracking **mutual funds**, **direct stocks**, or **diverse assets** (e.g., real estate, gold)?