Portfolio Tracking6 min read
What is portfolio tracking for Indian investors?
Portfolio tracking explained for India—one view across brokers, MFs, PPF, NPS, EPF, and US stocks, the metrics that matter, and a calmer review cadence.
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The Invesh blog
Practical guides for Indian investors who want a calmer, data-backed view across brokers, tax wrappers, and global listings.
AI and Finance4 min read
Importing broker and CAS PDFs: why AI helps but still needs you
What really happens when you upload a contract note, CAS, or CSV: table extraction, a review step, and why a wealth app is not a bank API yet.
Read articlePortfolio Tracking5 min read
Risk, exposure, and concentration: what a portfolio should actually track
Beyond daily P and L: how to think about equity share, name concentration, and geography in one Indian household portfolio, with a light review habit.
Read articleIndian Investments4 min read
EPF passbook: how to track your balance and what the lines mean
A practical EPF balance tracking guide: UAN passbook, employee vs employer lines, interest credit, and when to go beyond a once-a-year download.
Read articleIndian Investments4 min read
SIP vs lumpsum in a mutual fund tracker: cash flows, not bragging rights
SIP and lumpsum in a real MF ledger: cash-flow dates, XIRR, and review—without a single one-chart winner of which pattern always beats the other one.
Read articlePortfolio Tracking5 min read
Stock P and L explained: realised, unrealised, and broker math
What P and L means in Indian direct equity: unrealised vs realised gain, broker average price, and why two apps disagree on the same book.
Read articleAI and Finance5 min read
What an AI portfolio assistant actually does (and does not)
A plain-English look at AI wealth helpers: document import, Q and A on your own ledger, and where they sit next to robo-advisors and broker chatbots.
Read articleIndian Investments6 min read
How to track US stocks from India: USD, INR, and the full picture
Track US stocks from India: what to log in dollars vs rupees, how FX alters the story, and how to see one portfolio across US broker apps.
Read articleIndian Investments5 min read
NPS Tier 1 vs Tier 2: what to track in each
A clear NPS tracking guide: how Tier 1 and Tier 2 differ, what to log for each, and how 80CCD fits in—without conflating two different accounts in one.
Read articleIndian Investments7 min read
PPF tracking in India: balance, interest, and your annual limit
A practical PPF tracking guide for Indian savers - what to actually monitor across years (limit, interest, maturity) without re-checking the passbook every week.
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