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
