The AI-powered portfolio tracker for Indian investors
Stocks, mutual funds, US stocks, PPF, EPF, fixed deposits and bank balances — your wealth in one dashboard. Artha, the built-in AI assistant, reads your statements and answers questions about your money.
- Free while in preview
- No credit card required
- Set up in 2 minutes
- Zerodha – Stock BuyStocks₹ 25,000
- HDFC – FD BookedFixed Deposit₹ 2,00,000
- Groww – MF SIPMutual Funds₹ 15,000
- SBI – Balance SnapshotBank Account₹ 1,25,000
Add your investments, import with Artha, and see your complete wealth picture.
The all-in-one portfolio tracker built for Indian investors
Live today: Bank Account, Stocks, US Stocks, Mutual Funds, Fixed Deposit, PPF and EPF. Coming soon: NPS, Gold, Silver, Property, RD and SSY.
Invesh is a modern portfolio tracking platform built for Indian investors who juggle multiple brokers, bank accounts, and deposits. Instead of logging into Zerodha, Groww, and net banking separately, you get a single wealth dashboard with P&L and allocation across the investment types you track.
Live today: Bank Account, Stocks, US Stocks, Mutual Funds, Fixed Deposit, PPF and EPF. Each gets a purpose-built dashboard with KPI cards, charts, and transaction history. Multi-account support means you can track the same investment type across multiple brokers or banks independently. Coming soon: NPS, Gold, Silver, Property, RD and SSY.
Artha, the built-in AI wealth assistant, turns document import into a one-step workflow: upload a contract note PDF, a broker statement, or a CSV and Artha parses, de-duplicates, and previews transactions before they hit your portfolio. You can also ask Artha natural-language questions such as "What's my stock gain?" or "How are my Fixed Deposits performing?" and get answers grounded in your own data.
You've outgrown the spreadsheet
Most investors track their wealth across half a dozen apps and one fragile Excel file. Here's what changes with Invesh.
Spreadsheets
High effort, always stale
- Every transaction typed in by hand
- Formulas break, prices go stale
- No risk, allocation, or P&L analysis
- You are the maintainer, forever
Broker & AMC apps
Each shows only its slice
- One app per broker, fund house, or scheme
- PPF, EPF, and NPS live on separate portals
- No combined net worth or total P&L
- No view across your family of accounts
Invesh
One dashboard, updated in seconds with Artha
- The live investment types in one view
- Artha imports statements in seconds
- Combined P&L and allocation by investment type
- Multi-account support per investment type
Everything you need to track your investment portfolio
From clear wealth analytics to AI-powered document import — all the tools you need in one place.
Wealth analytics
Total wealth, allocation across investment types, money added over time, and money in, money out, and net flow — on one dashboard.
Multi-account support
Track multiple brokers and platforms per investment type — Zerodha, Groww, Kuvera, and more — with independent dashboards for each.
Artha AI assistant
Chat with Artha to import transactions from documents, ask portfolio questions, and get instant insights — all in natural language.
Investment explorer
Browse all investment types with filters for risk, tax benefits, horizon, and liquidity. Discover what fits your goals.
Start tracking your investments in 3 steps
From zero to a complete portfolio view in under 2 minutes.
Set up your investments
Pick an investment type and create your account with a guided setup wizard.
Import with Artha
Upload a PDF, image, or spreadsheet — Artha parses your transactions and presents them for review.
See your wealth
Dashboards, P&L cards, charts, risk analysis, and a unified portfolio view — all instant.
Artha — Your AI wealth assistant for portfolio tracking
Import transactions from documents, ask questions about your investments, and get portfolio insights — all through a natural conversation.
Import my Zerodha trades from this PDF
Found 24 transactions from your Zerodha statement. I detected 18 buy orders and 6 sell orders between Jan–Mar 2025. Ready for your review.
| Date | Stock | Type | Qty | Price |
|---|---|---|---|---|
| 15 Jan 2025 | RELIANCE | Buy | 10 | ₹2,480 |
| 22 Jan 2025 | TCS | Buy | 5 | ₹3,850 |
| 03 Feb 2025 | INFY | Sell | 15 | ₹1,620 |
What's my portfolio worth, and what's the gain?
Your portfolio is worth ₹42,85,000, with an overall gain of +₹3,24,500. Stocks and mutual funds are ₹18,50,000. Bank accounts show balances, and fixed deposits, PPF and EPF are included in the total.
Smart document import
Upload PDFs, images, CSVs, or spreadsheets — Artha extracts and maps transactions automatically.
Natural conversation
Ask questions like "How's my portfolio doing?" or "Show my stock P&L" — Artha understands context.
Review before adding
Every import is shown in a preview table. Edit, filter, or remove transactions before they hit your portfolio.
7 Indian investment types supported today, 6 more coming soon
Track the 7 investment types that are live today — Bank Account, Stocks, US Stocks, Mutual Funds, Fixed Deposit, PPF, EPF.
Secure, privacy-first investment tracking
Your financial data is sensitive. We treat it that way.
Privacy-first
Your investment data is yours. We collect only what's needed and give you full control. No dark patterns, ever.
Secure data handling
Your data is transmitted securely, stored with encryption, and never sold or used for advertising. We use trusted LLM providers to power Artha.
Your data, your control
Add, edit, or delete any data anytime. Request full account deletion via email — no hoops to jump through.
Frequently asked questions
What does it cost?
Invesh is free while in preview. All available investment types, Artha AI assistant, dashboards, and multi-account features are included.
What investment types are supported?
Live today: Bank Account, Stocks, US Stocks, Mutual Funds, Fixed Deposit, PPF and EPF. Coming soon: NPS, Gold, Silver, Property, RD and SSY.
What is Artha?
Artha is the AI wealth assistant built into Invesh. Upload documents and Artha parses transactions, or ask portfolio questions and get instant insights — all through a conversational interface.
Is my data secure?
Your investment data is encrypted, transmitted securely, and never sold or shared for advertising. Artha uses trusted LLM providers to process your queries — your data is handled with care.
How does Artha import transactions?
Upload a PDF, image, CSV, or spreadsheet to Artha. It parses the document, extracts transaction data, and shows you a preview to review before adding to your portfolio.
Can I track multiple broker accounts?
Yes. Stocks and Mutual Funds support multiple accounts per type — one per broker or platform. Bank Account and Fixed Deposit also support multiple accounts.
Does it support US Stocks and foreign currencies?
Yes. US Stocks is live. You record quantity, average buy price and current price in USD, and can switch the US Stocks dashboard between USD and INR. INR uses the latest available USD/INR rate; if no rate is available, amounts stay in USD. Your Wealth Dashboard counts US stocks in INR.
What does the wealth dashboard show?
Total wealth (including bank balances), invested and gain on non-bank types, allocation across the investment types you track, money added over 1 month, 6 months, 1 year or all time, and money in, money out, and net flow.
Your entire portfolio, finally in one place.
Join Indian investors who replaced scattered apps and spreadsheets with a single clear view.
- Free while in preview
- No credit card required
- Set up in 2 minutes