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Best and free online portfolio management tools in India

In India there are many online portfolio management tools available, almost all run on similar lines but with some uniqueness. Here I have done a small comparative analysis on 4 free online portfolio management tools in India.

Things to look out for, while searching for a best portfolio management tool:

  • Can you track your Equity investment
  • Can you track your Mutual Funds investment
  • If you can track your other investments like – gold, real estate, FD’s etc.

Most of the free tools available in India will offer Equity and Mutual Fund tracker but not others. Here is a detailed comparison of a few portfolio tracking tools.

MoneyControl One of the oldest portfolio tracking tools:

One of the best and oldest free portfolio management tool in India.

It offers you to track all your investments like – equity, gold, mutual funds, real estates, FD’s, etc.

Moreover there is a mobile app by MoneyControl available on – blackberry, iOS and android phones. You can access your portfolio on your smart phone isn’t that awesome!

MoneyControl also offers snapshot of your portfolio via. email.

moneycontrol mobile appEconomic Times:

It offers almost every thing what MoneyControl offers and also has a mobile app which is quite fast. Infact for me ET mobile app is faster than MoneyControl mobile app.

In addition to this it offers “Tax Wizard”  where it will automatically calculate and export your interest income, dividend income, long term and short term capital gains to the Tax Wizard which makes filling returns a breeze.

StockEzy.com portfolio management tool:

It offers you to track your equity investments and offers a value added service in the same – portfolio health checkup. Though its a paid service it looks interesting.

The equity portfolio offers you a snapshot of your investments/current holdings, equity allocation and sector allocation. It also offers you a profit and loss statement i.e. you get a P&L statement in email when you sell a stock.

On a weekly basis you will get a snapshot of your portfolio via email and also a few technical indicators related to your holdings. They also help you with buy or sell or hold decision.

Rediff Money:

I tried to sign up but there is an error in the SQL database which restricts me from moving ahead so I gave up on this.

There are many more free portfolio management tools – like Business Standard’s, MProfit, etc.

Do let us know in case you come across some awesome portfolio management tool by commenting below…

{ 11 comments… add one }
  • PP February 14, 2014, 2:54 am

    Have you tried the “ValueResearchOnline” portfolio manager?
    It has option to have upto 5 separate portfolios that you can allign to 5 different goals. I found it very useful.

    • chirag February 14, 2014, 3:27 pm

      Thanks for sharing this.
      Will take look at it and would add it in the article’s list.
      I have never tried value research online tool thinking it is a Mutual Fund website. Does it allow you to track equity?

      • Kshama Jain March 5, 2014, 5:11 pm

        Askkuber Free Portfolio Tracker:-I came across to track my stock investments with a very good website http://www.askkuber.com which is free, allows you to create multiple portfolios, calculate long/short term capital gains, manage realized/unrealized profit/loss, comprare portfolio annualized return against benchmark nifty annualized return for various time periods, help users to evaluate their holding with other stocks with its industry,index and sector and much more……..

        • chirag March 6, 2014, 2:18 am

          @kshama thanks for sharing with us this tool. Wish if this tool had features of tracking other financial assets like MF’s, Real Estate, Fd’s, etc.

  • k thomas saju June 15, 2016, 7:10 am

    I am an individual interested in this free software

  • Shuchi May 17, 2018, 6:58 am

    I am looking for a software which along with the above mentioned features also lets me track my bond portfolio. Please let me know if you know of any

  • showbox October 8, 2018, 10:31 am

    Thank you, I have recently been searching for information about this
    topic for ages and yours is the greatest I’ve discovered so far.
    But, what about the bottom line? Are you certain about the source?

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