Best app for portfolio tracking India 2026

If you want **one app to track your entire investment portfolio in India in 2026**, these are the strongest options: | App | Best for | Pros | Cons | |------|----------|------|------| | **INDmoney** | Overall portfolio tracking | Tracks stocks, mutual funds, EPF, NPS, FDs, US stocks, loans, net worth in one dashboard | Cross-selling of financial products can be frequent. | | **MProfit** | Serious investors & tax reporting | Excellent multi-asset support, broker imports, capital gains, XIRR, family portfolios | Paid for most advanced features. | | **Kuvera** | Mutual fund investors | Clean UI, CAS import, goal tracking, free direct mutual funds | Stock tracking is relatively basic. | | **Value Research** | Mutual fund analysis | Excellent fund analytics and performance reports | Limited for diversified portfolios. | | **Tickertape** | Stock investors | Strong research, watchlists and analytics | Not a complete wealth tracker. | ### My recommendations - **Best overall:** **INDmoney** if you want an automatic dashboard for almost everything you own. - **Best for advanced investors:** **MProfit** if you have investments across multiple brokers, PMS, bonds, gold, or need tax reports. - **Best for mutual fund-only investors:** **Kuvera**. - **Best free mutual fund analytics:** **Value Research**. If you're using **Zerodha**, you can also rely on **Console** for your Zerodha holdings, but it won't consolidate investments held outside Zerodha as comprehensively as INDmoney or MProfit. If you tell me: - which broker(s) you use (Zerodha, Groww, Upstox, Angel One, etc.), - whether you invest in mutual funds, stocks, EPF, NPS, gold, crypto, or US stocks, I can recommend the app that fits your portfolio best.

In 2026, the "best" portfolio tracker in India depends heavily on what assets you own and whether you prefer an automatic tracker or a privacy-first manual one. Here is a breakdown of the top-rated apps for Indian investors: --- ### 1. Best for Multi-Asset Tracking (Stocks, MF, FD, Gold): MProfit If you have investments scattered across multiple brokers, mutual funds, corporate bonds, and fixed deposits, MProfit is arguably the most robust platform in India. * **Why it’s great:** It allows you to auto-import trade data and statements from over 700+ Indian brokers and the Mutual Fund CAS (Consolidated Account Statement). * **Key Feature:** It calculates highly accurate XIRR and automatically generates capital gains tax reports formatted specifically for Indian ITR filing. * **Best for:** Active investors and families managing combined portfolios. ### 2. Best for Deep Analysis & Mutual Funds: Value Research Online Value Research has been India’s premier investment research platform for decades, and its **Portfolio Manager** tool is exceptionally powerful. * **Why it’s great:** You can completely automate your mutual fund, stock, and NPS tracking via a secure CAS fetch. * **Key Feature:** "Instant X-Ray" analytics that tell you exactly what sectors, asset classes, and individual companies your money is exposed to across all your combined mutual funds. * **Best for:** Long-term mutual fund and equity investors who want an independent, clean assessment without ad spam. ### 3. Best Free & Privacy-First App: "My Portfolio (Tracker) - India" If you do not want to link your bank accounts or share your sensitive financial passwords with aggregators, this Android app is highly recommended. * **Why it’s great:** It is fully local. Your data stays on your device or your personal Google Drive/cloud backup. * **Key Feature:** Supports manual or CAS upload for Mutual Funds, Stocks, ETFs, SGBs (Sovereign Gold Bonds), PPF, and FDs without needing any confidential logins. * **Best for:** Privacy-conscious DIY investors. ### 4. Best Native Tracking via Brokers: INDmoney / Groww / Zerodha Console If you prefer managing your portfolio directly where you trade: * **INDmoney:** Known for aggregating your entire net worth automatically by scanning email statements (including Indian stocks, US stocks, Mutual Funds, and EPF). Extremely convenient but heavy on cross-selling. * **Zerodha Console / Groww:** Perfect if you prefer to keep 100% of your equity transactions inside a single ecosystem. They give clean, beautifully visualized breakdowns of your P&L and long-term asset allocation. --- ### Which one should you pick? | If you want... | Choose... | |:--- |:--- | | **Max automation & easy tax filing** | **MProfit** or **INDmoney** | | **Deep fund analysis & clean UI** | **Value Research** | | **100% privacy (data stays on your phone)** | **My Portfolio - India** | Are you looking to track a multi-asset portfolio (like FDs, PPF, and Gold alongside stocks), or are you primarily focused on tracking Mutual Funds and Equities?

Based on 2026 data, the best portfolio tracking apps in India depend on your specific needs, such as tracking only mutual funds or a comprehensive multi-asset view (stocks, FDs, gold). Here are the top-rated apps for portfolio tracking in India as of mid-2026: Top Portfolio Trackers (India) - **:** Ranked as a top choice for tracking multiple asset classes, including Stocks, Mutual Funds, Bonds, NPS, PPF, and FDs. It is highly valued for automated data import and generating detailed tax reports. - **:** Highlighted as a top ad-free tracker for 2026, offering comprehensive, secure tracking of overall wealth and allowing for automated tracking via [CAS] (Consolidated Account Statement). - **:** A strong "all-in-one" platform that allows users to connect multiple brokers and track net worth across investments and bank accounts. - **:** A popular choice for investors needing to combine portfolio tracking with in-depth research and analytics for stocks and mutual funds. - **:** Widely used for its user-friendly interface, allowing investors to track mutual funds, stocks, and gold in one place, acting as both a broker and a tracker. Best Apps by Category (2026) - **Best for Multi-Asset Tracking:** MProfit. - **Best Ad-Free & Privacy Focused:** Arthavi. - **Best for Beginners:** Groww. - **Best for Deep Analytics:** Tickertape. - **Best for International Stocks:**. Key Features to Look For (2026) - **CAS Import:** The ability to import [CAS] statements is crucial for automatically tracking mutual funds across different AMCs. - **Multi-Asset Support:** Ensuring the app tracks PPF, Gold, Real Estate, and Equity in addition to standard mutual funds. - **Performance Metrics:** Features like XIRR (Extended Internal Rate of Return) and capital gains reports are vital for performance analysis. These apps are designed to provide a consolidated view of investments, helping Indian investors track daily changes and analyze performance efficiently in 2026. Would you like to know more about the **pricing** of these apps (free vs. premium), or are you more interested in the **security** features they offer?