Best Apps to Track Your Investments in 2025
Table of Contents
Finding the best investment tracking apps in 2025 has become essential as more people diversify their portfolios across stocks, mutual funds, crypto, and alternative investments. With the global surge in retail investors—over 30% growth since 2023—having a reliable portfolio tracker app has never been more important. Today’s investors need comprehensive tools that can handle multiple asset classes while providing insightful analytics and tax reporting capabilities.
This guide examines the top investment tracking apps of 2025, comparing their features, pricing, and suitability for different investor types. Whether you’re managing a complex portfolio of global assets or just starting your investment journey, we’ll help you find the perfect app to track your financial growth.
Why You Need an Investment Tracking App in 2025
As investment options continue to multiply and markets become increasingly interconnected, manual tracking through spreadsheets is no longer practical. Here’s why dedicated investment tracking apps have become essential tools:
Time-Saving Automation
Modern apps automatically sync with brokerages, banks, and crypto exchanges, eliminating manual data entry and reducing errors.
Multi-Asset Visibility
Track diverse investments—from traditional stocks and mutual funds to cryptocurrency and alternative assets—in one unified dashboard.
Performance Analytics
Gain insights through advanced analytics that help identify winning investments and underperforming assets.
Tax Documentation
Generate tax reports and capital gains statements automatically, simplifying tax filing and planning.
Goal Tracking
Set financial goals and monitor progress with visual indicators and projected growth calculations.
Alerts & Notifications
Receive customized alerts for price movements, dividend payments, and portfolio rebalancing opportunities.
Top Features to Look For in a Tracking App
Not all investment tracking apps are created equal. When evaluating the best portfolio tracker app for your needs, consider these essential features:
Real-Time Data Syncing
The app should automatically sync with your financial institutions to provide up-to-date portfolio information without manual updates. Look for apps that refresh data at least daily, with real-time options for active traders.
Multi-Asset Support
Modern portfolios are diverse. Ensure the app supports all your investment types: stocks, bonds, mutual funds, ETFs, cryptocurrencies, REITs, and alternative investments like gold or private equity.
Tax Reporting & Analysis
Look for apps that track cost basis, capital gains (short and long-term), dividend income, and can generate tax documents or export data for your accountant.
Performance Metrics
Advanced analytics should include time-weighted returns, benchmark comparisons, risk assessment (beta, standard deviation), and sector allocation analysis.
Security Features
Prioritize apps with bank-level encryption, two-factor authentication, and read-only access to your financial accounts. Check if the app follows SOC 2 compliance standards.
Cross-Platform Availability
The best apps offer seamless experiences across devices—mobile apps (iOS and Android), web interfaces, and sometimes desktop applications for comprehensive analysis.
Best Investment Tracking Apps
After extensive testing and user feedback analysis, we’ve identified the top investment tracking apps of 2025. Each offers unique strengths for different investor needs:
INDmoney
Best All-in-One Financial Platform for Indians
INDmoney has evolved into India’s most comprehensive financial tracking platform, allowing users to monitor investments across mutual funds, stocks (Indian and US), fixed deposits, EPF, PPF, and even digital gold. The 2025 version introduces AI-powered portfolio analysis that provides personalized recommendations based on your risk profile and financial goals.
Pros:
- Comprehensive coverage of Indian financial instruments
- Family accounts for managing household finances
- Advanced tax optimization suggestions
- Free core tracking features
Cons:
- Limited support for international assets beyond US stocks
- Premium subscription needed for advanced features
- Some users report occasional sync issues with certain banks
Groww
Best for Mutual Fund Investors
Groww has transformed from a mutual fund platform to a comprehensive investment tracker with exceptional analytics for fund performance. The 2025 version introduces “Portfolio X-Ray,” which analyzes your mutual fund holdings to identify sector overlaps, concentration risks, and fee inefficiencies. Its clean interface and educational content make it ideal for beginners.
Pros:
- Exceptional mutual fund analytics and comparisons
- Intuitive, beginner-friendly interface
- Integrated learning resources
- Free portfolio tracking
Cons:
- Limited support for fixed income investments
- No support for cryptocurrency tracking
- Advanced tax reporting requires premium subscription
Zerodha Coin
Best for Active Stock Traders
Zerodha Coin has expanded beyond direct mutual funds to offer comprehensive portfolio tracking for active traders. The 2025 version introduces advanced performance analytics, including drawdown analysis, volatility metrics, and correlation studies. Its integration with Zerodha’s trading platform provides a seamless experience for those who trade and invest.
Pros:
- Seamless integration with Zerodha trading account
- Zero commission on direct mutual funds
- Detailed tax P&L statements
- Advanced technical analysis tools
Cons:
- Requires Zerodha account for full functionality
- Limited support for international investments
- No cryptocurrency tracking
Delta
Best for Crypto & Global Assets
Delta has evolved into the premier solution for tracking diverse global investments, with exceptional support for cryptocurrencies. The 2025 version introduces AI-powered portfolio analysis that identifies risk factors and optimization opportunities across asset classes. Its ability to connect to over 300+ exchanges and wallets makes it ideal for investors with international holdings.
Pros:
- Unmatched cryptocurrency tracking capabilities
- Support for 9000+ cryptocurrencies and tokens
- Real-time portfolio valuation in 170+ fiat currencies
- Advanced charting and technical analysis
Cons:
- Premium features require subscription
- Limited support for Indian mutual funds
- Learning curve for crypto beginners
Personal Capital
Best for Comprehensive Financial Planning
Personal Capital offers the most comprehensive financial planning tools, combining investment tracking with retirement planning, net worth monitoring, and cash flow analysis. The 2025 version introduces enhanced retirement planning scenarios with Monte Carlo simulations and AI-driven recommendations for portfolio optimization.
Pros:
- Holistic financial planning tools
- Excellent retirement planning calculators
- Fee analyzer identifies hidden investment costs
- Free core tracking features
Cons:
- Limited support for non-US investments
- Minimal cryptocurrency tracking
- Wealth management services focus on high-net-worth clients
Fisdom
Best for Tax-Optimized Investing
Fisdom stands out for its tax-optimized investment tracking and recommendations. The 2025 version introduces an AI tax assistant that analyzes your portfolio for tax-saving opportunities and suggests tax-efficient investment strategies. Its integration with income tax filing makes it particularly valuable for Indian investors.
Pros:
- Excellent tax-optimization suggestions
- Integrated tax filing capabilities
- Personalized financial advisory
- Comprehensive insurance portfolio tracking
Cons:
- Limited international investment tracking
- No cryptocurrency support
- Advanced features require premium subscription
Kubera
Best for Net Worth Tracking
Kubera offers a unique approach to wealth tracking by focusing on net worth across all asset classes, including traditional investments, real estate, vehicles, collectibles, and digital assets. The 2025 version introduces enhanced valuation tools for alternative investments and legacy planning features.
Pros:
- Comprehensive net worth tracking
- Support for alternative investments
- Dead-man’s switch for estate planning
- Global account support
Cons:
- Subscription-only model (no free tier)
- Limited tax optimization features
- Less detailed investment analytics than specialized apps
Best Apps by Use-Case
Different investors have different needs. Here are our top recommendations based on specific use cases:
For Beginners
Best Choice: Groww
Groww’s intuitive interface, educational resources, and simplified analytics make it ideal for investment novices. The app guides users through the basics of portfolio construction and provides easy-to-understand performance metrics without overwhelming complexity.
Runner-up: INDmoney for its guided investment approach and goal-based tracking.
For Crypto & Global Assets
Best Choice: Delta
Delta’s comprehensive support for 9000+ cryptocurrencies, NFTs, and DeFi protocols, combined with its ability to track traditional investments across global markets, makes it the standout choice for diversified international portfolios.
Runner-up: Kubera for its ability to track both crypto and traditional assets in a net worth framework.
For Indian Mutual Funds
Best Choice: Zerodha Coin
Zerodha Coin’s zero-commission direct mutual fund platform, combined with its detailed analytics and tax reporting, makes it the top choice for serious mutual fund investors in India. Its SIP tracking and performance comparison tools are particularly valuable.
Runner-up: Groww for its mutual fund discovery and comparison features.
For Tax Planning
Best Choice: Fisdom
Fisdom’s integrated tax planning tools, ELSS fund recommendations, and tax-loss harvesting suggestions make it invaluable for tax-conscious investors. Its ability to generate tax reports and integrate with tax filing platforms streamlines year-end compliance.
Runner-up: INDmoney for its tax optimization suggestions and scenario planning.
Investment Tracker Comparison Table
| App | Best For | Platforms | Pricing | Key Features |
|---|---|---|---|---|
| INDmoney | All-in-One Financial Management | iOS, Android, Web | Free (Basic) ₹499/month (Premium) |
Indian & US Stocks Mutual Funds Fixed Income |
| Groww | Mutual Fund Investors | iOS, Android, Web | Free (Basic) ₹199/month (Gold) |
Mutual Funds Indian Stocks Educational Content |
| Zerodha Coin | Active Stock Traders | iOS, Android, Web | Free with Zerodha account | Direct Mutual Funds Indian Stocks Tax Reporting |
| Delta | Crypto & Global Assets | iOS, Android, Web | Free (Basic) $9.99/month (Pro) |
Cryptocurrency Global Stocks NFTs & DeFi |
| Personal Capital | Comprehensive Financial Planning | iOS, Android, Web | Free (Tracking) 0.89% AUM (Advisory) |
US Investments Retirement Planning Net Worth Tracking |
| Fisdom | Tax-Optimized Investing | iOS, Android | Free (Basic) ₹999/year (Premium) |
Mutual Funds Tax Planning Insurance Tracking |
| Kubera | Net Worth Tracking | Web (Mobile Responsive) | $150/year | Global Assets Alternative Investments Legacy Planning |
How to Choose the Right App for Your Portfolio
Selecting the best investment tracking app depends on your specific needs and portfolio composition. Follow these steps to make the right choice:
- Inventory your investments: List all your investment types (stocks, mutual funds, crypto, etc.) and where they’re held. Choose an app that supports all or most of your asset classes.
- Identify your primary goal: Are you focused on performance tracking, tax optimization, comprehensive financial planning, or something else? Prioritize apps that excel in your area of focus.
- Consider your technical comfort: Beginners should prioritize user-friendly interfaces and educational resources, while advanced investors might prefer detailed analytics and customization options.
- Evaluate security features: Ensure the app uses bank-level encryption, supports two-factor authentication, and has a strong privacy policy. Read reviews about their security track record.
- Assess connectivity needs: Check if the app can connect to your specific brokerages, banks, and investment platforms. Some apps have better integration with certain institutions than others.
- Try before you commit: Most apps offer free trials or free tiers. Test drive your top 2-3 choices before committing to a paid subscription.
Final Thoughts
The best investment tracking apps of 2025 offer unprecedented capabilities to monitor, analyze, and optimize your portfolio. As investment options continue to multiply and markets become increasingly complex, these tools have evolved from simple trackers to sophisticated financial companions that can significantly impact your investment outcomes.
When selecting from among the best investment tracking apps, prioritize those that align with your specific portfolio composition, financial goals, and technical preferences. Remember that the right app should save you time, provide actionable insights, and ultimately help you make better investment decisions.
Want better control over your finances? Choose your ideal tracking app and start today. The sooner you implement systematic portfolio tracking, the better positioned you’ll be to optimize your investments and achieve your financial goals.
Frequently Asked Questions
Rahul Sharma
Rahul is a financial technology analyst with over 8 years of experience reviewing investment platforms and fintech solutions. He specializes in portfolio management tools and investment analytics.
Ready to Take Control of Your Investments?
Use our interactive tool to find the perfect investment tracking app based on your specific portfolio needs and preferences.
Find Your Perfect App