# Best app for portfolio tracking India 2026 · 20 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 20 Jul.

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

[← Investing Apps · 20 July 2026](/state-of-ai-india/investing-apps/reports/2026-07-20)One prompt · three engines

Prompt 20 · 20 July 2026

# Best app for portfolio tracking India 2026

Three engines were asked the exact prompt above on 20 July 2026. Below is the verbatim answer each one gave, the brands it named, and the URLs it cited.

ChatGPTgpt-5-5

Answered 20 July 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) ⭐⭐⭐⭐☆

Brands named

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

Sources cited · 5

* [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)
* [My Portfolio (Tracker) - India – Apps on Google Playplay.google.com/store/apps/details?hl=en\_IN&id=in.whoopee.myportfolio](https://play.google.com/store/apps/details?hl=en%5FIN&id=in.whoopee.myportfolio&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)
* [PowerUp Money: India's trusted Mutual Fund Advisory Apppowerup.money](https://www.powerup.money/?utm%5Fsource=chatgpt.com)

Geminigemini-3-flash

Answered 20 July 2026

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?\*\*

Brands named

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

Sources cited · 6

* [PowerUp Money: India's trusted Mutual Fund Advisory Apppowerup.money](https://www.powerup.money/#:~:text=On%20a%20mission%20to%20empower%20Indians%20to,into%20simple%2C%20actionable%20insights%20for%20better%20decisions.)
* [MProfit | Multi-asset Portfolio Tracker for Investors, Chartered Accountants and Financial Advisorsmprofit.in](https://www.mprofit.in/#:~:text=An%20automated%2C%20multi-asset%20portfolio%20tracker.%20Track%20your,portfolio%20insights%20with%20analytical%20and%20performance%20reports.)
* [MProfit | Multi-asset Portfolio Tracker for Investors, Chartered Accountants and Financial Advisorsmprofit.in](https://www.mprofit.in/#:~:text=With%20MProfit%2C%20you%20can%20consolidate%20multi-asset%20investments,in%20ITR%20format.%20Try%20now%20for%20free.)
* [Dashboard - My Investments | Portfolio Manager - Value Researchvalueresearchonline.com/my-investments](https://www.valueresearchonline.com/my-investments/#:~:text=Check%20the%20progress%20of%20your%20imports.%20Every,Fetch%20your%20mutual%20funds%20on%20Value%20Research.)
* [My Portfolio (Tracker) - India – Apps on Google Playplay.google.com/store/apps/details?id=in.whoopee.myportfolio&hl=en\_SG](https://play.google.com/store/apps/details?id=in.whoopee.myportfolio&hl=en%5FSG#:~:text=%E2%97%8F%20Does%20not%20need%20any%20confidential%20information,service.%20%E2%97%8F%20Very%20light%20on%20data%20usage.)
* [My Portfolio (Tracker) - India – Apps on Google Playplay.google.com/store/apps/details?id=in.whoopee.myportfolio&hl=en\_SG](https://play.google.com/store/apps/details?id=in.whoopee.myportfolio&hl=en%5FSG#:~:text=or%20cloud%20storage%20controlled%20by%20you.%20%E2%97%8F,the%20screen%3B%20no%20pop-ups%3B%20no%20inappropriate%20ads%29.)

AI ModeGoogle AI Mode

Answered 20 July 2026

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?

Brands named

[INDmoney](https://indmoney.com "Visit INDmoney")[Zerodha](https://zerodha.com "Visit Zerodha")[Angel One](https://angelone.in "Visit Angel One")[Upstox](https://upstox.com "Visit Upstox")[Kuvera](https://kuvera.in "Visit Kuvera")

Sources cited · 6

* [portfolio managementnoveltywealth.in/portfolio-management](https://www.noveltywealth.in/portfolio-management)
* [MProfitmprofit.in](https://www.mprofit.in/)
* [Arthaviarthavi.com/portfolio-tracker-india](https://arthavi.com/portfolio-tracker-india/)
* [Artosreddit.com/r/IndiaInvestments/comments/jpn1vj/app\_to\_track\_portfolio](https://www.reddit.com/r/IndiaInvestments/comments/jpn1vj/app%5Fto%5Ftrack%5Fportfolio/)
* [blog / portfolio tracker software indiainvsify.com/blog/portfolio-tracker-software-india](https://invsify.com/blog/portfolio-tracker-software-india)
* [store / apps / detailsplay.google.com/store/apps/details?id=in.whoopee.myportfolio&hl=en\_IN](https://play.google.com/store/apps/details?id=in.whoopee.myportfolio&hl=en%5FIN)

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