Your personal Portfolio Manager
- ✅ Hassle-free & automated transaction imports
- ✅ Powerful performance analytics and comparisons
- ✅ Detailed & ready to file tax statement
- ✅ Automated capturing of all dividends, bonuses, rights, and splits
- ✅ Manage and track your and your family's investments in one place
This undoubtedly makes it India’s best portfolio management system. Experience the magic yourself!
The Problem: Fragmented Investments in India
For the modern Indian investor, wealth is scattered. You might have SIPs running on Groww, long-term stocks on Zerodha, recent trades on Angel One, Aditya Birla Money, or Upstox, and older mutual funds sitting in physical folios.
The result? You never actually know your true Net Worth or real XIRR (Extended Internal Rate of Return). Tracking across 4 different platforms makes it impossible to see your true asset allocation or rebalance effectively.
Top stock portfolio trackers on the Market
Top stock portfolio trackers, such as Empower, Snowball Analytics, and Sharesight, allow investors to consolidate stocks, mutual funds, and other assets into one dashboard, offering real-time performance tracking, dividend monitoring, and analytical reports. These platforms provide automated tracking to monitor gains, losses, and asset allocation across multiple accounts.
Top Portfolio Trackers by Use Case
- Best Overall (India): Arthavi offers free, comprehensive tracking for overall wealth.
- Best for Dividend Investors: Snowball Analytics focuses on dividend income tracking, projections, and graphical analysis.
- Best for International Investors: Sharesight is known for tracking performance across different currencies and markets.
- Best for Automated Tracking (India): Arthavi tracks seamlessly with CAS. INDmoney (automates tracking by connecting brokers) and MProfit (supports multi-asset tracking) are also used.
- Best for Privacy: Arthavi is local and secure, acting as an alternative to self-hosted tools like Sharetracker (offline friendly) or customized Google Sheets.
Key Features to Look For
- Auto-Sync: Connects directly to brokers or reads digital CAS securely to automatically update holdings and transaction history.
- Performance Metrics: Tracks total portfolio value, absolute gain, XIRR, and daily profit/loss.
- Dividend Tracking: Monitors monthly/annual dividend income and growth.
- Asset Allocation: Visualizes diversification across sectors, countries, and asset classes.
- Tax Reporting: Offers capital gains reports and tax lot tracking.
Free vs. Paid Options
Free: Arthavi is 100% FREE. Other tools include INDmoney, Value Research, Google Finance, and the free tier of Snowball Analytics (but these often have limited portfolios or push ads).
Best Portfolio Trackers in India (Comparison Table)
If you are comparing the top mutual fund and stock tracking apps in India, here is a quick look at the major players.
| Tool | Free Tier | Mutual Funds | Stocks | Accuracy / Privacy |
|---|---|---|---|---|
| Arthavi | ✅ Yes | ✅ Yes | ✅ Yes | High / 🔒 Privacy-First |
| INDmoney | ✅ Yes | ✅ Yes | ✅ Yes | Medium / Ad-heavy |
| Groww | ✅ Yes | ❌ No CAS Sync | ✅ Yes | Medium / Broker limit |
| Value Research | ❌ Paid Tier | ✅ Yes | ✅ Yes | High / Old UI |
| MProfit | ❌ Paid | ✅ Yes | ✅ Yes | High / Expensive |
Why Arthavi? Unlike other platforms that push loans or require access to your personal email, Arthavi is built logic-first. It relies on secure, read-only CAS (Consolidated Account Statement) uploads for your mutual fund portfolio tracker needs and respects your privacy. It simply calculates your real XIRR without overhyping or selling your data.
If you're still relying on spreadsheets like the google finance portfolio tracker or a portfolio tracker excel template, learn 7 reasons why Excel is bad for tracking stocks (and what to use instead).
How to Track Your Investment Portfolio in India
Ready to get organized? Tracking your portfolio doesn't have to be a weekend chore. Here is the best way to consolidate your wealth.
- Track all investments in one place: Bring your Zerodha, Angel One, Groww, and Upstox investments into a single unified dashboard.
- Use XIRR instead of absolute returns: If you are doing an SIP, absolute returns are misleading. You must use XIRR to know the actual annualized profit of your cash flows. Learn what XIRR is here.
- Monitor asset allocation: Are you over-exposed to risky small-caps? Keep a tight watch on your equity vs. debt split.
- Rebalance regularly: Lock in profits and shift investments to maintain your target risk profile.
If you want to track investments for multiple people, check out our guide on how to track family investment portfolios in one account.
See the Difference: Real Portfolio Scenario
Imagine you invested ₹10,000 monthly in a mutual fund SIP for 3 years, and made a one-time ₹50,000 investment in a stock.
Expected Output:
- Total Invested: ₹4,10,000
- Because of the staggered SIP investments, your Absolute Return might look like a modest 15%.
- But your XIRR (true annualized return) could actually be 24% because the latest SIPs haven't been in the market long!
Without a tracker that understands dates and cashflows properly, you might make the wrong decision to sell a well-performing asset.
Security: Is My Data Safe?
As a financial tool, security is our ultimate priority. Yes, your data is completely safe. We use enterprise-grade encryption for all stored data and ensure all transmissions occur over secure, encrypted connections. Arthavi is a strictly read-only tracker; we cannot buy, sell, or modify investments on your behalf. We don't read your emails or sell your data to third parties. Period.
Ask AI: Your Investment Insight
Data is just numbers until you understand it. Talk to your portfolio directly.
- ➔ "What is my current asset allocation?"
- ➔ "Show me my top performing mutual funds."
How to Upload Your Investments into Arthavi
It takes less than two minutes. You can easily import your CAMS/CAS statements to track mutual funds. Need help? Read our guide to importing CAMS/CAS statements into a portfolio tracker.
Frequently Asked Questions
What is a portfolio tracker?
A portfolio tracker is a tool that allows you to monitor all your financial investments—such as stocks, mutual funds, EPF, and bonds—in one place. It helps you track your overall net worth and calculate true returns (XIRR).
Which is best portfolio tracker in India?
The best portfolio tracker depends on your privacy preferences. Arthavi is built for Indian investors focusing purely on accurate stock and mutual fund tracking without ad spam. Other alternatives include INDmoney and Groww.
How to track mutual funds and stocks together?
Upload your consolidated CAS statement for mutual funds and sync or add your stock holdings from brokers like Zerodha or Angel One to a unified tracker to view everything on a single dashboard.
Is Arthavi free?
Yes, Arthavi is completely free to start tracking your wealth without broker lock-ins.
What tools help track my family's entire financial portfolio across all investments?
You need a tool that supports multi-portfolio tracking or multiple CAS uploads for different PANs. Arthavi makes it easy to track family accounts securely.
What sip tools help track portfolio performance across multiple funds?
To track SIP performance accurately across multiple funds, you need an XIRR-based calculator that factors in every individual SIP transaction date to tell you the true annualized return.
Do you have a crypto portfolio tracker?
Currently, Arthavi focuses exclusively on the Indian equity market (stocks and mutual funds) to ensure the highest accuracy. We do not support a crypto portfolio tracker module at this time.
Ready to see your clear financial picture?
Join other smart Indian investors tracking their wealth securely.