Build a clear, fast view of your entire Indian investment portfolio — powered by Artha, your AI wealth assistant.
Track 7 investment types today — Bank Account, Stocks, US Stocks, Mutual Funds, Fixed Deposit, PPF and EPF — with NPS, Gold, Silver, Property, RD and SSY coming soon. All from a single dashboard with P&L insights.
What we're building
A clear, fast view of your entire investment portfolio — without the complexity.
One dashboard for everything
From PPF to Stocks to US equities — see total wealth, P&L, and allocation across the investment types you track.
Replace your spreadsheet with Artha
Stop managing investments in Excel. Upload documents to Artha, ask it questions about your portfolio, or bulk-enter — then let dashboards do the rest.
Built for you, personally
Designed for individual investors who want clarity over their portfolio without complex tools or linked bank accounts.
Our principles
The values that guide every decision we make.
Privacy by default
Your investment data is yours. Simple, no-nonsense data handling. No selling, no dark patterns.
Evolves with your needs
Each investment type has its own dashboard — independent, customizable, and ready for future features.
Clarity by design
KPI cards, charts, transaction tables, and account management — all designed to be intuitive from day one.
Roadmap
Where we've been, where we are, and where we're going.
- Done
7 investment types live + wealth dashboard
Bank Account, Stocks, US Stocks, Mutual Funds, Fixed Deposit, PPF and EPF — with per-type dashboards, KPIs, charts, multi-account support, and a unified wealth dashboard with total wealth, allocation, and gain.
- Done
Artha AI assistant + document import
Artha launched — upload PDFs, images, or spreadsheets and Artha parses transactions. Ask portfolio questions, get insights, and review imports before adding.
- Now
More types: NPS, Gold, Silver, Property, RD and SSY
NPS, Gold, Silver, Property, RD and SSY are coming soon.
- Next
Artha insights, health score & milestones
Deeper Artha intelligence — portfolio health score, net worth milestones, weekly wealth digest, proactive insights, and shareable portfolio cards.
- Done
7 investment types live + wealth dashboard
Bank Account, Stocks, US Stocks, Mutual Funds, Fixed Deposit, PPF and EPF — with per-type dashboards, KPIs, charts, multi-account support, and a unified wealth dashboard with total wealth, allocation, and gain.
- Done
Artha AI assistant + document import
Artha launched — upload PDFs, images, or spreadsheets and Artha parses transactions. Ask portfolio questions, get insights, and review imports before adding.
- Now
More types: NPS, Gold, Silver, Property, RD and SSY
NPS, Gold, Silver, Property, RD and SSY are coming soon.
- Next
Artha insights, health score & milestones
Deeper Artha intelligence — portfolio health score, net worth milestones, weekly wealth digest, proactive insights, and shareable portfolio cards.
Want a feature prioritized? Tell us what would help you most.
Start tracking your investments today
Track 7 investment types today (6 more coming soon) — set up, import with Artha, see your wealth.
- Free while in preview
- No credit card required
- Set up in 2 minutes