9 Best Online Investment Tracker Tools In India (2026)

If your investments are scattered across mutual funds, stocks, fixed deposits, and maybe a few ULIPs you regret, you already know the pain. Spreadsheets break. Memory fails. And checking five different apps every morning is nobody's idea of a good time. That's exactly where an online investment tracker steps in: one dashboard, all your assets, real-time visibility into your actual financial position.

But not every tracker does the same job. Some just show you numbers. Others give you insights, like whether your portfolio is actually aligned with your goals or quietly bleeding returns through hidden charges. The difference matters, especially when you're a salaried investor in India trying to make every rupee work harder. At Invsify, we built our platform around this exact need, combining AI-powered portfolio tracking with conflict-free advisory so you're not just watching your money, you're growing it.

This article breaks down the 9 best online investment tracker tools available in India in 2026. We've compared them on what actually counts: asset coverage, ease of use, cost, accuracy, and the quality of insights they offer. Whether you're managing ₹5 lakhs or ₹5 crores, you'll find a tool here that fits. No fluff, no affiliate-driven rankings, just a straight comparison to help you pick the right one.

1. Invsify

Invsify is a SEBI Registered Investment Advisor that combines AI-powered portfolio tracking with conflict-free financial advisory. Unlike standalone trackers that simply display numbers, it tells you what those numbers mean for your financial future and what to do about them.

What you can track in Invsify

Invsify covers mutual funds, stocks, fixed deposits, and a range of other investment vehicles in one consolidated dashboard. Your entire portfolio view updates in real time, so you always know your actual net position across asset classes without switching between multiple platforms.

How Invsify pulls and updates your data

The platform uses a streamlined KYC and onboarding process to connect your holdings from the start. Once set up, your portfolio data refreshes automatically, pulling in current valuations without requiring manual entry or repeated logins to separate brokerage or AMC portals.

Insights and analytics you get

This is where Invsify stands apart as an online investment tracker. You receive a personalized [Wealth Wellness Score](https://invsify.com/blog/investment-portfolio-management), AI-driven investment recommendations, and weekly tailored insights built around your specific goals and risk profile. The Conversational RM AI runs 24/7 with multilingual support, so you can ask financial questions and get clear answers at any hour.

The AI doesn't just display your holdings - it actively flags whether your portfolio is tracking toward your goals or quietly drifting away from them.

Privacy, security, and compliance basics to verify

Invsify operates under SEBI registration, which holds it to regulatory standards that many app-based trackers never face. Your data is handled within a strict compliance framework, and the platform is upfront about its fee structure, with no hidden distributor commissions eating into your returns.

Who should use Invsify

Invsify fits salaried investors in India who want more than a passive portfolio view. If you need both tracking and guidance in one place, the combination of AI advisory and on-demand human support makes it a stronger option than any pure tracker on this list.

Invsify pricing

Invsify runs on subscription-based plans that bundle AI chatbot access, portfolio tracking, and advisory features together. The Hidden Fee Calculator on the platform shows you concretely how much you save versus traditional distributor-based advice, making the value easy to verify before you commit.

2. INDmoney

INDmoney is a free-to-use financial super app that lets you track mutual funds, stocks, US stocks, fixed deposits, EPF, NPS, and credit cards in one place. It positions itself as an all-in-one net worth tracker for the Indian retail investor.

What you can track in INDmoney

INDmoney supports a wide asset class range: mutual funds, Indian and US equities, EPF, PPF, NPS, FDs, and even credit card balances. Your complete net worth updates in a single dashboard view without manual input for most linked accounts.

How INDmoney connects to accounts and imports holdings

The app uses SMS parsing and Consolidated Account Statement (CAS) imports to pull in your holdings automatically. You can also link your broker and bank accounts directly, which makes the initial setup faster than most competitors.

Once your accounts are linked, INDmoney aggregates new transactions in the background without requiring you to log in repeatedly.

Insights and alerts you get

INDmoney sends price alerts, dividend notifications, and portfolio health nudges through the app. It also provides basic fund recommendations and a returns breakdown by asset class, giving you a quick read on where your money is performing.

Limitations to watch for

INDmoney's advisory layer is limited compared to SEBI-registered advisory platforms. As a pure online investment tracker, it shows you what you hold but does not offer personalized, regulation-backed guidance on what to do next.

Who should use INDmoney

INDmoney works well for investors who want broad asset visibility at no cost and are comfortable making their own decisions without structured advisory support.

INDmoney pricing

The core tracking features are free. Premium plans unlock deeper analytics and faster support, though pricing tiers vary based on features selected.

3. Value Research Portfolio Manager

Value Research is one of India's most trusted names in mutual fund research, and its Portfolio Manager extends that expertise into tracking. It gives you a dedicated space to monitor your mutual fund holdings with the same analytical depth the platform is known for.

What you can track in Value Research

The tool focuses primarily on mutual funds, covering your entire portfolio of schemes across AMCs. You can view fund-by-fund performance, category allocation, and historical returns in a clean, research-grade interface.

How transaction imports and reporting work

You can import your holdings via a CAS file from CAMS or KFintech, which pulls in all mutual fund transactions accurately. Manual entry is also supported if you prefer to add specific transactions yourself, giving you flexibility in how you build your portfolio view.

Analytics, comparisons, and tax reporting focus

This is where Value Research earns its reputation as a strong online investment tracker for mutual fund investors. You get XIRR calculations, category benchmarking, and capital gains reports that simplify tax filing. The platform compares your funds against peers and indices so you can see where your selection is underperforming.

The tax reporting feature alone saves significant time for investors who hold mutual funds across multiple folios and need accurate capital gains data each financial year.

Limitations to watch for

Value Research does not support stocks, FDs, or other non-mutual fund assets, so it gives you a partial picture if your portfolio extends beyond funds.

Who should use Value Research

This tool suits dedicated mutual fund investors who want deep research and tax reporting without needing broader asset tracking.

Value Research pricing

The core portfolio features are free. Value Research Online Premium unlocks additional analytics and ad-free access at a modest annual subscription fee.

4. Groww Track

Groww started as a mutual fund investment platform and has grown into one of India's most popular apps for buying stocks and funds directly. Its tracking feature, Groww Track, extends that convenience to portfolios you hold outside the platform itself.

What you can track in Groww

Groww lets you monitor mutual funds and stocks held both within the app and externally. If you invested in funds through other platforms or distributors, you can still pull those holdings into Groww's dashboard for a combined view of your mutual fund portfolio across AMCs.

How Groww imports external mutual fund holdings

The app imports external holdings through a CAS-based sync, which pulls your folio data from registrar records. This makes setup relatively painless since you don't need to enter each transaction manually, and your existing SIPs and lump-sum investments outside Groww show up alongside the ones you've made through the platform.

The CAS import works well for mutual funds but does not extend to other asset classes like FDs or bonds.

Portfolio views and performance tracking

Groww shows you current portfolio value, category-wise allocation, and XIRR returns in a clean visual layout. As an online investment tracker, it gives you enough visibility to understand how your funds are performing relative to what you invested.

Limitations to watch for

Groww's tracking scope stays narrow to mutual funds and equities. It doesn't cover FDs, EPF, NPS, or insurance, so your net worth picture remains incomplete if you hold assets beyond these two categories.

Who should use Groww Track

Groww Track suits newer investors who already invest through the Groww app and want a simple way to consolidate external mutual fund holdings without switching platforms.

Groww pricing

Portfolio tracking on Groww is free. You pay only when you transact, and no subscription is required to access the tracking dashboard.

5. MFCentral

MFCentral is a joint initiative by CAMS and KFintech, India's two largest mutual fund registrar and transfer agents. It gives you a single, regulated platform to view and manage all your mutual fund folios across every AMC that uses either registrar, which covers the vast majority of funds available in India.

What you can track in MFCentral

MFCentral focuses entirely on mutual funds held across all AMCs. You can view your folio details, NAV-based valuations, and full transaction history in one consolidated dashboard without logging into individual AMC portals separately.

How MFCentral aggregates mutual fund folios

The platform authenticates you through OTP-based verification tied to your PAN, pulling all your mutual fund folios automatically from registrar records. No manual data entry is required, and the accuracy is high because the data flows directly from CAMS and KFintech rather than through a third-party parser.

Because MFCentral pulls data directly from registrar records, the holdings you see here are as accurate as mutual fund data gets in India.

Portfolio view, transactions, and service requests

Beyond tracking, MFCentral lets you submit service requests such as nomination updates and contact detail changes directly on the platform. As an online investment tracker, it gives you a reliable view of your mutual fund position alongside a complete transaction log.

Limitations to watch for

MFCentral covers only mutual funds, leaving stocks, FDs, and other asset classes entirely outside its scope.

Who should use MFCentral

MFCentral suits investors who want registrar-backed, authoritative mutual fund data and do not need to track other asset classes in the same view.

MFCentral pricing

MFCentral is completely free for all investors, with no subscription or premium tier required to access any of its features.

6. CAMS portfolio valuation statement

CAMS is one of India's two dominant registrar and transfer agents for mutual funds, processing transactions for a large portion of AMCs operating in the country. Rather than a full online investment tracker, CAMS offers a direct portfolio valuation statement that gives you an authoritative snapshot of your mutual fund holdings drawn straight from the source.

What you can track with CAMS statements

CAMS statements cover all mutual fund folios registered under your PAN across every AMC that CAMS services. You can pull your current portfolio valuation, transaction history, and capital gains data in a single statement without needing a third-party app to aggregate the information.

How portfolio valuation statements work

You request a statement through the CAMS online portal by verifying your identity with your PAN and registered email or mobile number. The system generates your report instantly, delivering a detailed PDF or email statement that reflects your exact holdings as of the request date.

Because this data flows directly from registrar records, accuracy is not a concern you need to second-guess.

When statements beat apps and dashboards

CAMS statements are particularly useful during tax filing season when you need reliable capital gains figures. They also serve as an authoritative record if you ever need to dispute a transaction or verify a folio detail with an AMC.

Limitations to watch for

CAMS statements cover only the AMCs under CAMS custody and exclude funds registered with KFintech, which means your complete mutual fund picture may be split across two separate statements.

Who should use CAMS statements

This option suits investors who prioritize data accuracy over visual dashboards and need official records for tax purposes or compliance verification rather than day-to-day portfolio monitoring.

CAMS pricing

Requesting portfolio valuation statements through CAMS is completely free for all investors, with no registration fees or subscription required.

7. Tickertape Portfolio

Tickertape is a research-first platform built for equity investors in India who want more than just a holdings view. Its portfolio feature combines tracking with fundamental and technical analysis tools that go deeper than most free platforms offer.

What you can track in Tickertape

Tickertape lets you monitor Indian stocks and mutual funds in a consolidated portfolio view. You can track individual stock performance, sector allocation, and mutual fund holdings side by side, which suits investors who mix both asset types in their strategy.

How Tickertape builds your portfolio view

You build your portfolio by manually entering your transactions, including buy price, quantity, and date. Tickertape does not connect directly to brokers, so data accuracy depends on how consistently you update your entries.

If you skip logging transactions, your portfolio view drifts from your actual position quickly.

Analytics and benchmarking focus

This is where Tickertape earns its place as a capable online investment tracker. The platform benchmarks your portfolio returns against Nifty 50 and other indices, and flags individual stocks through its screener and scorecard system. You can assess stocks on quality, valuation, and momentum scores without leaving the platform.

Limitations to watch for

Tickertape does not support FDs, EPF, NPS, or US stocks, and the manual entry requirement adds friction over time compared to CAS-based import tools.

Who should use Tickertape

Tickertape suits active equity investors who want built-in research tools alongside their tracking dashboard.

Tickertape pricing

Basic portfolio tracking is free. Tickertape Pro unlocks advanced screeners, deeper analytics, and ad-free access at a paid subscription tier.

8. Yahoo Finance Portfolios

Yahoo Finance is a globally recognized financial data platform that offers a portfolio feature for tracking publicly listed equities and ETFs. It is not built for the Indian market specifically, but its broad data coverage and zero cost make it a widely used option among investors who hold internationally listed assets.

What you can track in Yahoo Finance

Yahoo Finance lets you track publicly listed stocks, ETFs, and indices from exchanges worldwide. You can build a watchlist alongside your portfolio to monitor assets you are considering before you buy them.

How portfolio tracking and watchlists work

You add holdings by manually entering ticker symbols, purchase price, and quantity. Yahoo Finance calculates your current value and gain or loss based on live market data, refreshed throughout the trading session.

The watchlist feature is particularly useful if you want to monitor a set of stocks separately from your actual holdings without mixing them together.

Charts, news, and basic performance views

Yahoo Finance ties your portfolio view directly to its news feed, so relevant headlines surface alongside your holdings. You also get interactive price charts for each security, covering multiple timeframes.

Limitations to watch for in India

Yahoo Finance does not support Indian mutual funds, FDs, EPF, or NPS. As a standalone online investment tracker, it misses most of the asset classes that matter to Indian salaried investors.

Who should use Yahoo Finance

Yahoo Finance suits investors who hold US-listed stocks or ETFs and want a free, familiar interface to monitor those positions.

Yahoo Finance pricing

Yahoo Finance is free to use. A premium subscription adds deeper analyst data and earnings estimates, but the core portfolio tracking remains available at no cost.

9. TradingView Portfolios

TradingView is a globally used charting and market analysis platform that attracts traders and investors who prioritize technical analysis. Its portfolio feature gives you a way to combine position tracking with its industry-leading visual analysis tools in one workspace.

What you can track in TradingView

TradingView lets you track stocks, ETFs, forex, crypto, and indices from exchanges worldwide, including NSE and BSE. You can build a portfolio alongside custom watchlists to separate your actual holdings from securities you are monitoring.

How portfolios and performance views work

You add positions by entering ticker symbols, purchase price, and quantity manually. TradingView calculates your current value, unrealized gains, and percentage returns against live price data, which updates throughout active trading hours.

Because TradingView pulls live market data directly, your performance numbers stay current without any manual refresh.

Visual analysis and charting strengths

This is what separates TradingView from every other online investment tracker on this list. You can open a full-featured chart for any holding in your portfolio instantly, with access to hundreds of technical indicators, drawing tools, and multi-timeframe views. No other tracker in India matches the depth of its charting environment.

Limitations to watch for

TradingView does not support Indian mutual funds, FDs, EPF, or NPS, which leaves significant gaps for salaried investors whose portfolios extend beyond listed equities.

Who should use TradingView

TradingView suits active traders and equity-focused investors who rely on technical analysis and want their tracking and charting tools in the same place.

TradingView pricing

Basic portfolio tracking is free. Paid plans, starting with TradingView Essential, unlock additional chart layouts, more indicators, and faster data feeds.

Next steps

Each tool on this list solves a different problem. If you need broad asset coverage and authoritative insights beyond raw numbers, Invsify gives you an AI-powered portfolio view combined with SEBI-registered advisory in one place. If you only track mutual funds, MFCentral or Value Research handles that well at no cost. If you focus on equities and technical analysis, Tickertape or TradingView fits that workflow better.

The honest answer is that no single online investment tracker fits every investor perfectly. Your choice depends on which asset classes you hold, how much guidance you actually want, and whether you need regulated advice or just a dashboard.

For salaried investors in India who want tracking, AI-driven insights, and conflict-free financial advice without hidden distributor fees, Invsify is built specifically for that need. You can start tracking your portfolio with Invsify today and see your Wealth Wellness Score from day one.