# Best app for portfolio tracking India 2026 · 17 Jul
> What ChatGPT, Gemini, and Google AI Mode said about: Best app for portfolio tracking India 2026. Brands named, sources cited, sentiment per engine on 17 Jul.

Canonical URL: https://cite.solutions/state-of-ai-india/investing-apps/reports/2026-07-17/p/20
Source: Cite Solutions (cite.solutions)
Published: 2026-07-17
---

[← Investing Apps · 17 July 2026](/state-of-ai-india/investing-apps/reports/2026-07-17)One prompt · three engines

Prompt 20 · 17 July 2026

# Best app for portfolio tracking India 2026

Three engines were asked the exact prompt above on 17 July 2026. Below is the verbatim answer each one gave, the brands it named, and the URLs it cited.

ChatGPTgpt-5-5

Answered 17 July 2026

If your goal is to \*\*track your entire investment portfolio in India\*\* (not just one broker), these are the strongest options in 2026: | App | Best for | Pros | Cons | |------|----------|------|------| | INDmoney | Overall portfolio tracking | Tracks stocks, mutual funds, EPF, NPS, FDs, US stocks, net worth; good automation | Some product cross-selling | | MProfit | Serious investors | Excellent tax reports, XIRR, CAS imports, supports many asset classes and brokers | Premium pricing for advanced features | | Kuvera | Mutual fund investors | Clean UI, direct mutual funds, good performance tracking | Limited stock tracking compared with dedicated trackers | | Value Research | MF analysis | Excellent mutual fund analytics and portfolio insights | Stock tracking is relatively basic | | Groww | Groww users | Simple, free, integrated with your holdings | Best if most investments are already on Groww | ### My recommendations - \*\*Best overall:\*\* \*\*INDmoney\*\* if you want one app to track almost everything (stocks, mutual funds, EPF, NPS, FDs, US stocks, etc.) with minimal manual work. - \*\*Best for experienced investors:\*\* \*\*MProfit\*\* if you have multiple brokers, need detailed XIRR, capital gains reports, and tax reporting. - \*\*Best for mutual fund-focused investors:\*\* \*\*Kuvera\*\* or \*\*Value Research\*\*. If your portfolio is around \*\*₹50 lakh to ₹5 crore\*\* and spread across multiple brokers and asset classes, I'd lean toward \*\*MProfit\*\*. For most retail investors under that range, \*\*INDmoney\*\* offers the best balance of automation, features, and ease of use.

Brands named

[INDmoney](https://indmoney.com "Visit INDmoney")[Kuvera](https://kuvera.in "Visit Kuvera")[Groww](https://groww.in "Visit Groww")

Sources cited · 4

* [9 Best Online Investment Tracker Tools In India (2026)invsify.com/blog/online-investment-tracker](https://invsify.com/blog/online-investment-tracker?utm%5Fsource=chatgpt.com)
* [MProfit | Multi-asset Portfolio Tracker for Investors, Chartered ...mprofit.in](https://www.mprofit.in/?utm%5Fsource=chatgpt.com)
* [Portfolio Tracker Comparison 2026: Best Apps | Agni Folioagnifolio.com/blog/portfolio-tracker-comparison-2026-agnifolio-alternatives](https://agnifolio.com/blog/portfolio-tracker-comparison-2026-agnifolio-alternatives?utm%5Fsource=chatgpt.com)
* [Best Portfolio Trackers for Indian Investors 2026allinvestview.com/best-portfolio-tracker-india](https://www.allinvestview.com/best-portfolio-tracker-india/?utm%5Fsource=chatgpt.com)

Geminigemini-3-flash

Answered 17 July 2026

The landscape of portfolio tracking in India has evolved into highly automated, multi-asset ecosystems. The "best" app for you depends entirely on what you want to track, whether you need automated syncing, and how much you value data privacy. The top-rated portfolio tracking apps in India, categorized by user needs: --- ## 1\. INDmoney: Best "All-in-One" Net Worth Tracker If you want a single, sleek dashboard that tells you your exact net worth across all asset classes, \*\*INDmoney\*\* is the most popular choice. \* \*\*Supported Assets:\*\* Indian Mutual Funds, Indian Stocks, US Stocks, EPF (Provident Fund), Fixed Deposits, NPS, and Insurance. \* \*\*How it works:\*\* It uses automated aggregation by reading your consolidated account statements (CAS) and secure email/SMS syncs to update your investments in real-time. \* \*\*Pros:\*\* \* \* Excellent user interface with clean visualization. \* Tracks EPF automatically (rare for many other apps). \* Seamless tracking for US stock investments alongside Indian equities. \* \*\*Cons:\*\* \* \* Privacy-focused users may find the app’s request for email permissions intrusive. \* Frequent upsell prompts for their in-house investment/broking services. --- ## 2\. Value Research Online: Best for Family Portfolios & Independent Research For serious, long-term investors, \*\*Value Research Online\*\* offers an incredibly robust and highly trusted portfolio tracker. \* \*\*Supported Assets:\*\* Mutual Funds, Stocks, NPS, Gold Bonds (SGBs), and Fixed Income. \* \*\*How it works:\*\* You can auto-import your holdings via a simple, secure MF Central/CAS integration. \* \*\*Pros:\*\* \* \* Highly objective and independent: Zero broker-led commissions or bias. \* Allows you to track your \*\*entire family's holdings\*\* in one consolidated dashboard. \* Spots red flags in your portfolio (e.g., high-expense funds or low-rated assets). \* \*\*Cons:\*\* \* \* The app and interface are more functional than "flashy." \* Deeper advisory recommendations require their premium paid subscription (Value Research Advisor). --- ## 3\. MProfit: Best for Heavy Traders, CAs & Tax Compliance If you trade frequently or have a highly complex portfolio that spans multiple brokers, \*\*MProfit\*\* is the gold standard. \* \*\*Supported Assets:\*\* Stocks, Mutual Funds, Bonds, F&O (Derivatives), PMS, AIF, and Crypto. \* \*\*How it works:\*\* It excels at importing trade data (such as digital contract notes or PDF reports) from over 700+ Indian brokers. \* \*\*Pros:\*\* \* \* Flawless calculation of \*\*XIRR\*\* (Realized/Unrealized returns). \* Generates accurate \*\*Capital Gains Tax reports\*\* specifically formatted for Indian ITR filings. \* Excellent for multi-generational wealth tracking and joint family accounts. \* \*\*Cons:\*\* \* \* It has a steeper learning curve compared to newer fintech apps. \* The free tier is limited; you will need a paid plan to unlock its full potential for large-volume portfolios. --- ## 4\. Kubera: Best Premium Tracker for High-Net-Worth Individuals (HNWIs) If privacy is your top concern and you do not mind paying for a premium subscription, \*\*Kubera\*\* is a world-class balance sheet tracker with deep integration for Indian bank and brokerage accounts. \* \*\*Supported Assets:\*\* Global and Indian stocks, Mutual Funds, Crypto, Real Estate, Vehicles, and physical assets. \* \*\*How it works:\*\* Secure bank feeds and API integrations. \* \*\*Pros:\*\* \* \* \*\*Ad-free and zero data monetization:\*\* Because you pay for the app, your financial data is strictly private and never sold to third parties. \* Handles multi-currency portfolios seamlessly—perfect for NRIs or those with global assets. \* \*\*Cons:\*\* \* \* No free tier (requires a premium annual subscription). --- ## Quick Comparison | App | Best For | Price | Auto-Sync (CAS/Broker) | Focus Area | |:--- |:--- |:--- |:--- |:--- | | \*\*INDmoney\*\* | All-in-one net worth & US stocks | Free (Premium plans available) | Yes (via email & SMS sync) | Convenience & UI | | \*\*Value Research\*\* | Clean family tracking & fund analysis | Free | Yes (via CAS upload) | Independent research & safety | | \*\*MProfit\*\* | Tax reporting & active trading | Free tier / Paid for large portfolios | Yes (via contract notes/CAS) | Accuracy & Taxes | | \*\*Kubera\*\* | HNWIs & strict data privacy | Paid (Trial available) | Yes (API-based sync) | Privacy & Global Assets | > \*\*A Quick Privacy Tip:\*\* If you want absolute, 100% control over your data without sharing your credentials with third parties, building a personalized \*\*Google Sheet using the \`=GOOGLEFINANCE\` formula\*\* or using an offline tracker like \*\*My Portfolio (Tracker) - India\*\* (which stores data purely on your local device) are highly secure alternatives. What specific asset classes (e.g., primarily Mutual Funds, or a mix of Crypto, Stocks, and Real Estate) make up the bulk of your portfolio?

Brands named

[INDmoney](https://indmoney.com "Visit INDmoney")

AI ModeGoogle AI Mode

Answered 17 July 2026

As of mid-2026, the top portfolio tracking apps in India are \*\*INDmoney\*\* for comprehensive, multi-asset tracking, \*\*\*\* for advanced reporting (stocks, MF, NPS, gold), and \*\*Tickertape\*\* for blending portfolio views with stock analysis. These apps now utilize \*\*Account Aggregator\*\* frameworks for real-time, automated portfolio updates. Here are the best portfolio tracking apps for 2026 based on specific needs: 1\. Best All-in-One Tracker: - \*\*Best For:\*\* Tracking Mutual Funds, Stocks (India/US), Fixed Deposits, EPF, and NPS in one place. - \*\*Key 2026 Feature:\*\* Automated, real-time tracking across all assets using secure, high-speed API connections. - \*\*Alternatives:\*\* (strong for mutual funds/SIPs). 2\. Best for Multi-Asset & Analysis: MProfit - \*\*Best For:\*\* Investors holding diverse assets including Stocks, Mutual Funds, Bonds, NPS, PPF, and real estate. - \*\*Key 2026 Feature:\*\* Advanced Capital Gains calculations and XIRR reporting. 3\. Best for Traders & Active Investors: - \*\*Best For:\*\* Investors who want to combine portfolio management with stock research and screening. - \*\*Key 2026 Feature:\*\* Deep analysis tools, including Portfolio Weightage, and Sector Allocations. 4\. Best Free Broker-Integrated Tracking: - \*\*Best For:\*\* Existing Zerodha users looking for detailed P&L and tax reports. - \*\*Key 2026 Feature:\*\* Direct, commission-free tracking with robust analytics on holding periods and returns. Top Tracker Key Features in 2026 - \*\*CAS Import:\*\* Most apps (e.g., ) allow importing your CAMS/NSDL CAS file to automatically update Mutual Funds. - \*\*Real-time XIRR:\*\* Tracking internal rates of return (XIRR) to calculate true portfolio performance. - \*\*Goal Tracking:\*\* Many platforms now allow linking specific portfolios to goals like retirement or house purchase. If you tell me whether you are a \*\*beginner/passive investor\*\* (focused on mutual funds) or an \*\*active trader\*\* (focused on stocks/F&O), I can recommend the exact app to use.

Brands named

[INDmoney](https://indmoney.com "Visit INDmoney")[ET Money](https://etmoney.com "Visit ET Money")[Zerodha](https://zerodha.com "Visit Zerodha")

Sources cited · 10

* [MProfitmprofit.in](https://www.mprofit.in/)
* [blog / portfolio tracker software indiainvsify.com/blog/portfolio-tracker-software-india](https://invsify.com/blog/portfolio-tracker-software-india)
* [INDmoneyindmoney.com](https://www.indmoney.com/)
* [ET Moneyetmoney.com](https://www.etmoney.com/)
* [best portfolio tracker indiaallinvestview.com/best-portfolio-tracker-india](https://www.allinvestview.com/best-portfolio-tracker-india/)
* [Tickertapetickertape.in](https://www.tickertape.in/)
* [Zerodha Consoleconsole.zerodha.com](https://console.zerodha.com/)
* [blog / best free stock portfolio trackers in indiapocketful.in/blog/best-free-stock-portfolio-trackers-in-india](https://www.pocketful.in/blog/best-free-stock-portfolio-trackers-in-india/)
* [Value Researchvalueresearchonline.com/my-investments](https://www.valueresearchonline.com/my-investments/)
* [r / IndiaInvestments / comments / jpn1vj / app to track portfolioreddit.com/r/IndiaInvestments/comments/jpn1vj/app\_to\_track\_portfolio](https://www.reddit.com/r/IndiaInvestments/comments/jpn1vj/app%5Fto%5Ftrack%5Fportfolio/)

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