There are multiple financial investments that you make as an investor, like stocks, mutual funds and some Fixed deposits in the bank. To keep a track of all these investments you have to use multiple platforms and different apps to look how your investments are doing which can sometimes be complicated or confusing for you to track your investments.
This is where the role of portfolio tracker comes in, it is a simple tool that puts all your investments in one place and tracks the price movements. With the right free investment tracking app in India, you can see your entire portfolio on a single screen, track price movements, monitor returns, and review allocation. It’s like having a report card for your money, so you always know where you stand.
What is a Portfolio Tracker?
It’s a simple app or website that consolidates all your investments in one place and gives you a clear picture of their performance—showing your portfolio’s total value and whether you are making a profit or a loss. The tracker works in two ways, first is the Manual Entry where every time you purchase or sell something you need to open the app and mention your buy and sell manually. Second is where this happens automatically where if you buy or sell something it automatically gets registered to your tracker. For this you need to link your broker account with the tracker app for shares and commodities but for mutual funds there is a special report called a Consolidated Account Statement (CAS). It’s like a single passbook for all your mutual funds, no matter where you bought them. You can let the tracker app read this report, and it will add all your funds to your screen automatically. This is a very useful feature, especially now that many people buy mutual funds from different apps to save money.
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Best Free Stock Portfolio Tracker in India
1. Pocketful
Pocketful is a new age platform designed for both active traders and long-term investors. It lets you track a wide range of investments, including stocks, ETFs, bonds, and even Futures & Options (F&O). For tax purposes, there are different reports that you can go through, as it gives you separate Profit & Loss reports for stocks, F&O, and commodities, making tax filing much simpler.
What’s really exciting about Pocketful is its focus on technology. It is soon launching a “Portfolio Analyzer” that will use AI to give you a detailed health report of your portfolio based on multiple different factors. For traders, it offers powerful tools like unlimited trading plans, extra payout, MTF at lowest rates, advanced order types, and free algo trading APIs.
2. INDmoney
INDmoney is a wholesome app that lets users track almost everything at one place. In this app you can look at your Indian stocks, US stocks, mutual funds, EPF, NPS, and even your credit card bills. This app gives you a single number for all your total investments (total net worth).
One of its most popular features is making it easy to invest in US stocks like Apple or Google, even with as little as $1.The app is also very helpful during tax season, as it can give you a consolidated tax report for your investments. It is one of the features that helps users in managing their financial life and making more informed decisions.
3. ET Money
ET Money is a fantastic choice if you are serious about your mutual fund investments. It has a special feature called the “Portfolio Health Check” where you can upload your mutual fund portfolio, and the app gives you a detailed report card for your investments. It also tells you how much money you have pooled in one industry and if your funds are at any risk, or if they are not performing well compared to others.
While it is great for mutual funds, it also helps you track other things like NPS and Fixed Deposits. ET Money has a paid service known as “Genius” that lets you use advanced tech to give you personalized investment advice based on one’s risk and preference.
4. Value Research
Value Research is one of the oldest names in the investment world and even trusted by so many users. Value Research’s portfolio tracker is suitable for investors who like to get the deep details and analysis of the desired stocks. The app has simple navigating functions and provides detailed high quality analysis of your stocks and mutual funds.
The platform also provides investment advice which helps you to decide whether to buy, hold, or sell a particular stock or fund. The platform also gives you detailed tax statements that can directly be filed. If you like data and are comfortable with technical analysis then this is a perfect research app for you.
5. MProfit
MProfit is a platform specially for investors that have different demat accounts with multiple brokers. The platform has the ability to automatically import your investment data from multiple brokers making it easy for you to analyse everything at one place, this automation helps in saving time and effort to enter everything manually, the app automatically fetches data for your broker and provides the analytics.
MProfit can keep a track of multiple types of investments like stocks, mutual funds, F&O, and even PMS and AIFs. MProfit is also a favorite among Chartered Accountants because it generates capital gains reports in the exact format required for filing income tax returns. The platform’s customer support is even excellent and its collective management of multiple accounts is praised by the users.
6. Tickertape
Tickertape acts as a smart toolkit for the new age users as it can connect with most of the stockbroking platforms like Zerodha, Angel One, and Upstox, making it simpler for you to see all your stock holdings in one dashboard. Its unique analysis tools makes this platform special for the users as it has a “Diversification Score” that tells you if your portfolio is well-balanced or too concentrated in one area.
It also has a “Redflags” feature that warns you about potential risks attached to your stocks in your portfolio, such as companies with high promoter debt. Beyond tracking, it has a powerful stock screener with over multiple filters that helps users to find out new hot investment options.
7. Groww
Groww came into the Indian market as a simple investing platform for mutual funds and has gradually become one of the most popular investment apps in India, which offer stock investment as well. The platform has an in-built tracker that analyzes everything in the app itself so that you can get everything in one place. Groww has a clean, simple, and user-friendly design, which makes investing hassle free and not confusing, especially for beginners.
In this app you can import all your external mutual funds investments and then analyse them and similarly by using CAS option all your fund data gets to your Groww dashboard, giving you a complete picture in one place. It also provides the necessary Profit & Loss reports you need for tax filing.
8. Kuvera
Kuvera is a platform that not only focuses on your individual investments but investments of your families as well, as it gives you a feature called the “Family Account” that helps in managing investments of your spouse, children and parents all from one single place. This feature helps in overlooking the entire family’s financial health.
The app has some interesting features like goal based investing where you can set up your future goal like “child’s marriage” or “buying a house” and link your investments to them, which helps you stay on track. Kuvera also offers smart tools like “Tax Harvesting,” which helps you save on long-term capital gains tax, and “TradeSmart,” which helps you switch from regular to direct mutual funds efficiently.
9. Zerodha Coin
Coin is the mutual fund investment platform from Zerodha, India’s largest stockbroker. It is famous for making mutual fund investing incredibly simple and completely free of commissions. Since it offers only direct mutual funds, you can earn up to 1.5% extra returns every year compared to regular funds.
The app has a very clean user interface and there are no ads, no distracting notifications, just a straightforward platform to buy, sell, and track your mutual funds. You do need a Zerodha demat account to use it, but it allows you to hold both your stocks and mutual funds in one place. It also provides all the tax reports you need from its main ‘Console’ dashboard.
10. Scripbox
Scripbox is designed for people who find investing confusing and want a helping hand. Its main goal is to help investors or beginners with how to invest and where to invest their money. Scripbox gives its users a tailored list of recommended funds based on smart data based funds that have potential to grow.
This approach is often described by users as “low effort and high reward” because it makes it very easy to start investing in a disciplined way. The platform is also great for goal-based investing, with specific plans for long-term wealth building, tax saving, and even creating an emergency fund.
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Key Indicators of Best Free Stock Portfolio Tracker in India
| Company | Assets Covered | Auto-Sync | Key Analytics | Tax Reporting | Platforms | Best For |
|---|---|---|---|---|---|---|
| Pocketful | Stocks, ETFs, F&O, Bonds, SGBs | Brokerage Account | Yes (Tax P&L Desk) | iOS, Android, Web | Traders and tech-savvy investors | |
| INDmoney | Stocks,MFs,US Stocks,EPF,etc | Broker Sync,Email Read | Net Worth, Global Tracking | Yes (P&L statement) | iOS, Android,Web | All-in-one financial view |
| ET Money | MFs, Stocks, NPS, FDs | MF Central (CAS) | Portfolio Health Score | Premium Feature | iOS, Android | Mutual fund investors |
| Value Research | Stocks, MFs, NPS, PPF, Bonds, etc. | MF Central (CAS) | VR’s Analysis, Quality Score | Yes (Detailed Tax Report) | iOS, Android,Web | In-depth portfolio analysis |
| MProfit | Stocks, MFs, F&O, Bonds, PMS, etc. | Broker Import (700+), CAS | XIRR, Asset Allocation | Yes (ITR Format) | iOS, Android, Web, Desktop | Multi-broker, serious investors |
| Tickertape | Stocks, MFs, ETFs, Gold | Broker Sync (Multiple) | Diversification Score, Redflags | Basic | iOS, Android,Web | Investors using multiple brokers |
| Groww | Stocks, MFs, Gold | MF Central (CAS) | Basic P&L, XIRR | Yes (P&L Statement) | iOS, Android, Web | Groww ecosyst |
| Kuvera | Stocks, MFs, US Stocks, FDs | Broker Sync, CAS | Goal Planning, XIRR | Yes (Capital Gains Report) | iOS, Android, Web | Goal-based & family investing |
| Zerodha Coin | MFs, NPS | N/A (Direct Platform) | XIRR, Portfolio Analytics | Yes (Comprehensive) | iOS, Android, Web | Zerodha users & DIY MF investors |
| Scripbox | Mutual Funds | N/A (Direct Platform) | Curated Recommendations | Yes | iOS, Android, Web | Beginners wanting guidance |
Key Factors You Need To Look for in a Free Stock Portfolio Tracker
- Tracks Everything: A good portfolio tracker app should track stocks, mutual funds, ETFs, Fixed Deposits (FDs), bonds, gold and more. The more it can track, the better you can see your full financial investment analysis.
- Connects Automatically: A good tracking app should connect with your broker accounts or use your CAS report easily. This saves you from the manual task of mentioning everything by yourself in the tracking apps.
- Report Card: The app should tell you the data and numbers along with what they mean. Look for a feature called XIRR, where you can get to know your real profit per year from your investments. Also, look for charts that show you how your money is split between different investments.
- Taxation: A good tracker can create a Capital Gains report for you. This report shows the profit you made from stocks and mutual funds, which you need for your tax filing.
- Simple to Use: The app options shall be easy to navigate without reading a big instruction book. It’s great if it has both a mobile app (to check on the go) and a website (to see more details).
- Money Safety: You are trusting the app with your financial details. Make sure it uses strong, bank-level security and if it is registered with SEBI or not.
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Conclusion
As an investor you need to figure out what you need or which features are mostly liked for your hassle free trading. If you are a beginner and mostly invest in mutual funds, an app like ET Money or Groww is a good place to start. If you have accounts with many different stockbrokers, a powerful app like MProfit or Tickertape will be very helpful. And if you are a trader or an investor who is excited about new technology like AI, then Pocketful is a reliable and affordable platform.
Frequently Asked Questions (FAQs)
Are these portfolio trackers free for users?
Yes, the main features of all these apps are free. Some of them may have a paid version for special features, but you can track all your investments without paying anything.
Is it safe to connect my bank or broker account?
Good apps use very strong security, just like banks, to keep your information safe. They usually only have “read-only” access. This means they can see your investments, but they cannot buy or sell anything or move your money.
What is a CAS, and why do apps ask for it?
CAS means Consolidated Account Statement which is a single monthly report of all your mutual fund investments. Apps use this report to automatically add all your mutual funds to your dashboard.
Can these apps help with taxes?
Yes, many of these apps like MProfit, Value Research, INDmoney, and Pocketful can give you a Capital Gains report. This report has all the profit and loss details you need to fill out your tax forms, making a difficult job much easier.
Do I have to stop using my broker’s app (like Zerodha or Angel One)?
A portfolio tracker is a separate tool that just sits on top and gives you a combined view of all your investments in one place.
