Best app for portfolio tracking India 2026

If you want a **portfolio tracker (not necessarily a broker)** for India in 2026, these are the strongest options: | App | Best for | Strengths | Downsides | |------|----------|-----------|-----------| | **INDmoney** | Most investors | Tracks mutual funds, Indian & US stocks, EPF, NPS, FDs, credit cards and overall net worth in one dashboard | Some advanced features promote other financial products | | **MProfit** | Serious investors & HNIs | Excellent multi-asset tracking, broker imports, CAS import, tax reports, XIRR, capital gains | Paid for full functionality | | **My Portfolio – India** | DIY tracking | Supports stocks, mutual funds, PPF, NPS, SGBs, FDs and CAS import without requiring a broker account | Interface is more functional than modern | | **Groww** | Existing Groww users | Clean portfolio view if most investments are on Groww | Best experience is mainly for Groww-held assets | | **PowerUp Money** | Mutual fund investors | Portfolio review, rebalancing guidance and fund analysis | Focused primarily on mutual funds rather than every asset class | ### My recommendations - **Best overall:** **INDmoney** if you want a free, all-in-one dashboard for most financial assets. - **Best for advanced investors:** **MProfit** if you have investments across multiple brokers, PMS, AIFs, bonds, or need detailed tax reporting. - **Best free manual tracker:** **My Portfolio – India** if you prefer entering or importing your own transactions and avoiding broker lock-in. If your portfolio includes **mutual funds, stocks, EPF, NPS, FDs, gold, and international investments**, I'd rank them: 1. INDmoney ⭐⭐⭐⭐⭐ 2. MProfit ⭐⭐⭐⭐⭐ (best for power users) 3. My Portfolio – India ⭐⭐⭐⭐☆ 4. PowerUp Money (MF-focused) ⭐⭐⭐⭐☆ 5. Groww (if you're already in the Groww ecosystem) ⭐⭐⭐⭐☆

Because every investor's needs differ—ranging from multi-asset family tracking to simple mutual fund monitoring—there is no single "best" app. However, based on reliability, auto-sync capabilities (like CAS import), and feature sets, here are the top portfolio tracking apps in India: --- ### Top Portfolio Trackers by Category #### 1. MProfit — Best for Power Users, High-Net-Worth Individuals & Families * **Why it stands out:** It handles complex transactions seamlessly. It tracks virtually every Indian asset class—stocks, mutual funds, FDs, PPF, NPS, Bonds, SGBs, Real Estate, and PMS. * **Key Features:** * * Auto-imports trades via contract notes and CAS statements from over 700+ brokers. * Calculates exact XIRR and generates **tax reports ready for ITR filing** (LTCG/STCG). * Multi-portfolio tracking (great for managing family wealth under a single dashboard). * **Best suited for:** Active traders, multi-broker users, and families looking for precise tax/performance reporting. #### 2. Value Research Online — Best Free All-Rounder & Analytical Tracker * **Why it stands out:** A trusted staple in Indian personal finance. It provides independent ratings and deep portfolio overlapping insights. * **Key Features:** * * Auto-imports via MF Central and CSDL/NSDL CAS statements. * Analyzes asset allocation across direct stocks, mutual funds, and fixed income. * Alerts you to underperforming funds or high portfolio overlap. * **Best suited for:** Long-term wealth builders who want strong analytical depth without a subscription fee. #### 3. INDmoney — Best All-in-One Dashboard (Indian & US Equities) * **Why it stands out:** Excellent if you want to track net worth in one app, including bank balances, liabilities, and global investments. * **Key Features:** * * Tracks Indian stocks, mutual funds, US equities, fixed deposits, and loans automatically. * Real-time tracking and automated CAS fetching via email/broker integration. * Consolidated net-worth dashboard. * **Best suited for:** Passive investors who want an automated, aggregated view of their entire net worth in one interface. #### 4. Artos / My Portfolio — Best for Privacy & Offline Tracking * **Why it stands out:** For investors who dislike giving apps access to their email or linking financial accounts via third-party servers. * **Key Features:** * * Data stays locally on your device or private cloud (Google Drive). * Manual CSV uploads or local CAS import without sensitive data sharing. * Free/low-cost with no intrusive ad tracking. * **Best suited for:** Privacy-conscious investors who prioritize data security above all else. #### 5. Broker-Native Trackers (Zerodha Console / Groww) — Best for Single-Broker Portfolios * **Why it stands out:** If you execute and hold 100% of your assets through one platform, native consoles offer the cleanest experience. * **Key Features:** * * Native XIRR calculations, tax-loss harvesting insights, and seamless trade history without needing external imports. * **Best suited for:** Minimalists who buy and hold everything with a single discount broker. --- ### Quick Comparison Matrix | App | Multi-Asset Support | Auto-Import (CAS/Notes) | Tax Reports (ITR Ready) | Pricing | |:--- |:--- |:--- |:--- |:--- | | **MProfit** | Exceptional (Stocks, MFs, FDs, SGBs, PMS) | Automated (700+ brokers) | Yes | Freemium (Paid for advanced features) | | **Value Research** | High (Stocks, MFs, NPS, Bonds) | Yes (via MF Central / CAS) | Yes | Free (Premium optional) | | **INDmoney** | High (Indian/US Stocks, MFs, Liabilities) | Yes (Email/Broker sync) | Basic | Free | | **Artos / My Portfolio** | Moderate to High | Manual / Local CAS Import | Basic | Free | --- To help narrow down the absolute best fit for you, could you share a bit more context? 1. **What types of assets are you holding?** *(e.g., just Indian Stocks/MFs, or also US stocks, FDs, NPS, SGBs?)* 2. **Do you invest through multiple brokers/platforms or just one?** 3. **Is automatic data syncing a priority, or do you prefer maximum data privacy?**

Based on 2026 data, the best portfolio tracking apps in India depend on whether you want all-in-one net worth tracking, specialized stock research, or multi-broker consolidation. **Top Portfolio Trackers for India 2026** - **INDmoney:** Best all-in-one tracker for stocks (Indian & US), Mutual Funds, FDs, EPF, and NPS. It aggregates all data to provide a unified net worth dashboard. - **:** Best for multi-asset tracking, allowing users to import data from various brokers and generate capital gains reports, making it popular for tax reporting. - **Tickertape:** Ideal for research and analytics, blending portfolio tracking with powerful screening tools and supporting connections to brokers like Zerodha, Angel One, and Upstox. - **:** Highlighted as a top choice for comprehensive, free tracking and seamless integration with CAS (Consolidated Account Statement) for automated updates. - **Kuvera:** Known for tracking direct mutual funds, gold, and US stocks, with unique family portfolio tracking features. - **:** A strong contender for tracking a wide array of assets including stocks, mutual funds, real estate, and gold. **Key Tracking Methods in 2026** - **CAS (Consolidated Account Statement):** Many apps allow you to import your monthly CAS email to track all mutual fund holdings in one place. - **Account Aggregator (API Sync):** Modern apps use these frameworks to provide real-time updates across banks and brokers. To help you choose the best fit, could you tell me: - Are you primarily tracking **Stocks**, **Mutual Funds**, or a **mix**? - Do you need **automated** tracking or prefer manual entry? - Is **tax reporting (Capital Gains)** a priority?