Build a clear, fast view of your entire Indian investment portfolio — powered by Artha, your AI wealth assistant.
Track 7 investment types today — PPF, NPS, Stocks, Mutual Funds, US Stocks, EPF — with 5 more 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 your entire wealth, P&L, risk exposure, and portfolio composition in a single view.
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
PPF, NPS T1/T2, Stocks, MF, US Stocks, EPF — with per-type dashboards, KPIs, charts, multi-account support, and a unified wealth dashboard with portfolio analytics.
- 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
5 more types: FD, Gold, Silver, Land, Savings
Backend and dashboards are built — finishing up onboarding flows and explorer integration for the remaining investment types.
- 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
PPF, NPS T1/T2, Stocks, MF, US Stocks, EPF — with per-type dashboards, KPIs, charts, multi-account support, and a unified wealth dashboard with portfolio analytics.
- 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
5 more types: FD, Gold, Silver, Land, Savings
Backend and dashboards are built — finishing up onboarding flows and explorer integration for the remaining investment types.
- Next
Artha insights, health score & milestones
Deeper Artha intelligence — portfolio health score, net worth milestones, weekly wealth digest, proactive insights, and shareable portfolio cards.