Comparing Indian Portfolio Trackers

There are many free portfolio tracking applications available for Indian investors. It could be hard for the investors to select the right application for tracking their portfolio.

A good portfolio tracking application should not only provide the current investment status but it should also provide host of other useful features. Some of the features are listed below:-

1. Allow multiple asset classes like Stocks, ETFs, Mutual Funds, Bonds, FDs etc

2. Automatic adjustments of stocks for corporate actions such as splits, bonuses, dividends and mergers.

3. Past performance of the portfolio and compare it with the benchmark

4. Short term and long term gains that help in tax computation

5. Email alerts on corporate actions, important announcements, sudden changes in market value

6. Weekly and monthly report on portfolio performance

In this post we are comparing the features of few the most popular portfolio tracking applications. This should help the investors in choosing the right application for tracking their investments.

Portfolio Feature	Moneycontrol	Askkuber	Etportfolio	Iwealth myiris	Ndtvprofit	Rediff
Subscription Price	Free	Free	Free	Free	Free	Free
Portfolio (Single/Multiple)	Multiple	Multiple	Multiple	Multiple	Multiple	Multiple
Corporate Action Adjustment (Splits/Bonus/Dividend)	Automatic	Automatic	Automatic	Automatic	No	No
Corporate Action Demerger Support	No	Yes	No	No	No	No
Securities/Assets Handled	Stocks Mutual Funds ULIP Bullion Fixed Income Loans Property Other assets	Stock ETF Mutual Fund Fixed Deposits	Stocks Mutual Funds Real Estate Gold Silver Fixed Income	Stocks Mutual Funds ULIP Bullion	Stocks Mutual funds	Stocks Mutual funds
Transactions Handled	Buy Sell Edit Delete	Buy Sell Edit Delete	Buy Sell Edit Delete	Buy Sell Edit Delete	Buy Sell Edit Delete	Buy Sell Edit Delete
Dividend Income	Yes	Yes	Yes	No	No	No
Tax Calculation (Long/Short Term Capital Gains)	Yes	Yes	Yes	Yes	No	No
Historical Performance	Yes	Yes	Yes	No	No	Yes
Benchmark Comparison	Yes	Yes	No	No	No	Yes
Bulk Upload/Import Transactions	Yes	Yes	Yes	No	No	No
Share Portfolio	No	Yes	No	No	No	No
Realized/Unrealized Profit/Loss Summary	Yes	Yes	Yes	Yes	Yes	No
Email Alerts on Triggered (Bonus/Dividends/Splits)	No	Yes	No	No	No	No
Sector Allocation	Yes	Yes	Yes	No	Yes	No
Alerts (News/Price Targets)	Yes	No	Yes	Yes	No	No
Alerts on Price Triggered	Yes	Yes	Yes	No	No	No
Email Reports (Portfolio Summary)	No	Yes (Weekly, Monthly & Yearly)	Yes (Weekly)	No	No	No
News on stock	Yes	Yes	Yes	Yes	No	No
Export/Import Data	Yes	Yes	Yes	Yes	No	No
Transactions History on Chart	No	Yes	No	No	No	No

Following are the links to the portfolio websites:-
www.moneycontrol.com
www.askkuber.com
etportfolio.economictimes.indiatimes.com
money.rediff.com
www.iwealth.myiris.com
profit.ndtv.com