Best app for portfolio tracking India 2026

If you want **one app to track your entire investment portfolio in India** (stocks, mutual funds, ETFs, bonds, PPF, NPS, etc.), these are the strongest options in 2026: | App | Best for | Pros | Cons | |------|----------|------|------| | **MProfit** | Serious investors | Tracks almost every asset, imports CAS and broker data, excellent tax reports (XIRR, capital gains) | Paid for advanced features | | **INDmoney** | Net worth + investments | Tracks investments, bank accounts, loans, US stocks, easy dashboard | Some features focus on cross-selling financial products | | **Value Research Online** | Mutual fund investors | Excellent MF analytics and performance tracking | Less comprehensive for other asset classes | | **Trendlyne** | Stock investors | Portfolio analytics, alerts, insider trades, screeners | More research-focused than wealth tracking | | **Groww** | Groww users | Simple portfolio tracking for investments held on Groww | Doesn't consolidate all external investments well | ### My recommendations - **Best overall:** **MProfit** if you invest through multiple brokers and want accurate portfolio and tax reporting. - **Best free option:** **INDmoney** for an all-in-one view of your net worth and investments. - **Best for mutual funds:** **Value Research Online** - **Best for stock analysis:** **Trendlyne** If your portfolio is **₹50 lakh or more**, MProfit is generally worth paying for because of its reporting, multi-asset support, and tax features. For smaller portfolios, INDmoney is often sufficient. If you tell me: - your portfolio size (₹5L, ₹20L, ₹1Cr+), - whether you invest through **Zerodha, Groww, Angel One, ICICI Direct**, or multiple brokers, - and whether you want **free** or **paid**, I can narrow it down to the best app for your specific setup.

The best app for tracking your portfolio in India depends on your specific needs—such as whether you want full automation across asset classes, advanced tax reporting, or an offline/privacy-first approach. Here is a breakdown of the top options available across different categories: --- ## Top Portfolio Trackers in India ### 1. MProfit (Best for Multi-Asset & Family Tax Planning) * **Key Features:** Auto-imports trade data from 700+ brokers and Consolidated Account Statements (CAS). Tracks stocks, mutual funds, F&O, bonds, SGBs, FD, and EPF. * **Standout Feature:** Generates precise **Capital Gains Tax reports** ready for Income Tax Return (ITR) filing. * **Best For:** Investors managing multi-asset family portfolios who want seamless tax reporting. ### 2. Value Research Online (Best Free All-Rounder for Mutual Funds & Stocks) * **Key Features:** Syncs automatically via CAS and MF Central. Offers deep portfolio analysis, fund ratings, asset allocation breakdowns, and danger-zone warnings. * **Standout Feature:** Excellent XIRR metrics and benchmark comparisons without requiring broker logins. * **Best For:** Long-term mutual fund and equity investors looking for a clean, feature-rich web and mobile interface. ### 3. Indmoney (Best for Auto-Tracking & US Stocks) * **Key Features:** Automated tracking by reading emails/CAS for stocks, mutual funds, EPF, NPS, fixed deposits, and US equities. * **Standout Feature:** High degree of automation and unified net worth dashboard. * **Best For:** Busy investors who prefer automated background tracking and invest in both Indian and US markets. ### 4. Artos / My Portfolio (Tracker) (Best for Privacy & Manual Control) * **Key Features:** Focuses on privacy—data stays strictly on your device or personal Google Drive. Works via local CAS imports and manual logs. * **Standout Feature:** Zero ad-tracking or server-side storage of financial credentials. * **Best For:** Privacy-conscious investors who prefer complete ownership of their data. --- ## Summary Comparison | Platform | Core Focus | Automation | Tax Reporting | Cost | |:--- |:--- |:--- |:--- |:--- | | **MProfit** | Multi-asset + Tax | High (CAS / Contract Notes) | Advanced (ITR format) | Freemium | | **Value Research** | MF & Equity Analytics | High (CAS / MF Central) | Good | Free (Paid tier available) | | **INDmoney** | All-in-One Net Worth | High (Email / CAS) | Basic to Moderate | Free | | **Artos / My Portfolio** | Privacy & Local Data | Medium (Local file upload) | Basic | Free | --- To help narrow down the single best option for you: **What specific asset classes are you looking to track (e.g., stocks, mutual funds, US equities, crypto, real estate), and is automated email/CAS syncing a priority for you?**

Based on the landscape in early 2026, the best portfolio tracking apps in India are characterized by their ability to provide consolidated views across multi-asset portfolios, including stocks, mutual funds, gold, and other financial instruments. Here are the top apps for portfolio tracking in India as of 2026: - **:** Considered one of the best for multi-asset tracking, it supports stocks, mutual funds, bonds, NPS, and PPF, with options to auto-import data, calculate XIRR, and generate capital gains reports. - **:** A strong contender for tracking all asset classes in one dashboard, including stocks (NSE/BSE/International), MFs, Fixed Deposits, real estate, crypto (Binance/Coinbase/Kraken), and insurance. - **:** Highly regarded for free, comprehensive tracking of overall wealth and CAS (Consolidated Account Statement) support, making it an excellent choice for privacy-conscious users. - **:** A popular app that offers extensive automation by connecting with brokers for a comprehensive view of investments. - **Tickertape:** An excellent choice for investors needing analytics alongside tracking, as it provides a visual dashboard for stock and mutual fund allocation. - **:** A strong app for tracking investments like MFs, stocks, PPF, SGBs, and FDs with CAS import functionality. - **Groww:** Known for its user-friendly interface, it is highly suitable for beginners seeking to track stocks and mutual funds together. To help you choose the best app, are you looking for: - **Automatic tracking** (syncing with brokers) or **manual tracking**? - A focus on **stocks and F&O**, or **mutual funds**? - **Free apps** or are you okay with **premium, ad-free platforms**?