To see all your investments in one place, pull every holding from a source that sees all your accounts, then read it in one tracker. In India the two complete sources are the RBI Account Aggregator network and the consolidated account statement (CAS) that the depositories send.
An online investment tracker is only as complete as the data it can reach. Most gaps come from accounts the tracker cannot see, not from the tracker itself.
This guide covers how to track stocks, mutual funds and bonds together, what a tracker for several accounts should do, and how to build one dashboard step by step. It compares the kinds of tool available, including where ours is not the right pick.
How can I track stocks, mutual funds and bonds in one place?
Link your accounts through an app built on the RBI Account Aggregator framework, or import your depository CAS, and the tracker will see stocks, bonds and mutual funds together. Either route reads official records, so you do not retype holdings.
The Account Aggregator framework is regulated by RBI. You give consent in an app, and banks, depositories and fund registrars on the network share your data with that app for the period you choose.
An Account Aggregator only carries the data. It cannot read it, and you can see and revoke every consent you have given.
The depository CAS comes from NSDL or CDSL. It lists the shares, bonds, ETFs and government securities in every demat account under your PAN, together with your mutual fund units.
For mutual funds on their own, CAMS and KFintech, the two fund registrars, issue a CAS across every fund house. MFCentral, which they run jointly, shows the same holdings online.
Fixed deposits sit in neither statement. They reach a tracker through the Account Aggregator link from your bank, or by hand.
Our free portfolio X-ray reads a CAS PDF in your browser and shows your mix, overlap and costs, without an account.
The ways to get one view, compared
No single source covers everything, so most people combine one live link with one statement. This is what each kind of tool sees.
| Way to get one view | What it covers | How it updates | Cost | Best for | Gaps |
|---|---|---|---|---|---|
| Account Aggregator app | Bank accounts and deposits, demat holdings and mutual funds from institutions that have joined the network | Refreshes with your consent, which you can revoke | Usually free to link | One view that keeps itself current | Only covers institutions on the network; EPF, property and physical gold are added by hand |
| Depository CAS (NSDL or CDSL) | Shares, bonds, ETFs and government securities in every demat account, plus mutual fund units under your PAN | A statement each month you transact | Free | A complete, official list of what you own | A statement, not a dashboard: no FDs, EPF or NPS, and no returns analysis |
| Fund registrar CAS (CAMS, KFintech, MFCentral) | Mutual funds across every fund house | On request | Free | Every fund folio in one file, with transactions | Mutual funds only |
| Broker dashboard | Holdings in that broker's demat account | Live during market hours | Free with the account | Trading and watching one account | Blind to other brokers, bank deposits and funds bought elsewhere |
| Mutual fund platform tracker | Funds bought on the platform, and sometimes others imported from a CAS | Daily NAV | Usually free | Fund investors who buy through one app | Little or no view of shares, bonds or deposits |
| Spreadsheet | Whatever you type in | When you update it | Free | Full control, and assets no app can read | Goes stale quickly; returns are easy to get wrong |
| Advisor review of the consolidated view | Everything above, read by a person | On a review schedule | An advisory fee | Deciding what to change, not just seeing totals | Costs money; you still need a source that sees every account |
What should a portfolio tracking app for multiple investment accounts do?
A good tracker for several accounts pulls holdings from every broker, fund house and bank you use, refreshes them without retyping, and shows your true return across all of them. If it only shows totals, it is a statement, not a tracker.
Check for these before you choose one:
- Coverage. Shares and ETFs, mutual funds, bonds, fixed deposits, and a way to add EPF, NPS, gold and property.
- Every account and every PAN. More than one broker, and your spouse's or parents' holdings if you manage them.
- How data arrives. Account Aggregator consent or a CAS import is better than sharing a login. Never give any app the password to your trading, demat or bank account.
- Returns as XIRR. Simple gain percentages mislead when you invest in instalments.
- Asset mix and overlap. Your split across equity, debt and gold, and how much your funds hold the same shares.
- Costs. Which funds are regular plans, and what their commissions cost you each year.
- Who runs it. Whether the app is regulated, and how it makes money if tracking is free.
How do I aggregate all my investments in one dashboard?
List every account, link what supports Account Aggregator, import a CAS for demat and mutual fund holdings, and add the rest by hand. It takes an evening the first time.
- Make the list. Every broker, bank, fund folio, EPF account, NPS account, insurance policy and loan, for each PAN in the family.
- Get the statements. Download your latest depository CAS and a fund registrar CAS. Together they are your official record.
- Link what can be linked. Use Account Aggregator consent for banks, deposits and investments on the network.
- Add the rest by hand. EPF, NPS, property, physical gold and anything held outside demat.
- Check the total once. Match the dashboard against your statements, and fix any holding counted twice or missed.
- Review on a schedule. Once a quarter is enough for most people: check your mix against your plan, not the day's prices.
The 9 best online investment tracker tools in India
The list below covers the trackers people in India use most, starting with ours. For each, check what it can read, how it gets your data and what it costs before you link an account.
1. Invsify
Invsify is a SEBI registered investment adviser (INA000020572). In the Invsify app you can bring in your holdings with your PAN, a bank account or Account Aggregator, and see stocks and ETFs, mutual funds, fixed deposits, bonds, commodities and REITs in one place.
The view is there so an advisor can work from it. With Invsify Private, at ₹8,999 a year, fixed, your advisor reviews your portfolio with your goals, tax and insurance, and we take no commissions.
We are not the best pick for everyone. If you only want to see your totals, a depository CAS each month or a free tracking app does that at no cost. If you trade actively and want live charts, your broker's dashboard is built for that. If you only hold mutual funds, a fund registrar CAS covers you.
Invsify is worth it when seeing everything is not enough and you want someone to tell you what to change.
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.
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.
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.
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.
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.
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.
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 advisor-reviewed 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, portfolio diagnostics, 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.