See your entire portfolio at a glance.
A unified view of everything you've invested — across all types, all accounts, all in one place.
Portfolio overview
Total portfolio value, invested amount, and overall gain/loss percentage — updated with every transaction you add.
Composition breakdown
See how your wealth is distributed across investment types with an interactive pie chart and allocation table.
Performance trends
Track portfolio growth over 1 month, 6 months, 1 year, or all time with clear visual charts.
Cash-flow analysis
Total invested, total withdrawn, and net flow — understand the money moving in and out of your portfolio.
Risk exposure
Portfolio concentration warnings and risk-bucket breakdowns so you can spot over-allocation early.
Category & tax breakdowns
Group investments by tax treatment (EEE, EET, etc.) and category for a clearer picture at tax time.
Independent dashboards for every investment type.
Each type gets its own dedicated space — no cramming everything into one view.
KPI cards per type
Invested amount, current value, and P&L — each investment type shows its own performance metrics at a glance.
Year-wise charts & FY summaries
Visual growth charts broken down by financial year, with transaction history tables for every account.
Multi-account support
One account per broker or platform — track your Zerodha stocks separately from Groww, or HDFC PPF from SBI.
Quick-edit current value
Update the current value of any account directly from the dashboard card — no digging through settings.
Your AI wealth assistant.
Import documents, ask portfolio questions, get instant insights — all in natural language.
Smart document import
Upload PDFs, images, CSVs, or spreadsheets — Artha extracts and maps transactions automatically.
Portfolio Q&A
Ask about your portfolio, P&L, performance, or any investment — Artha understands context.
Context-aware suggestions
Artha knows which page you're on and suggests relevant actions based on your current view.
3 ways to add transactions
Choose the method that works best for you.
Import with Artha
Upload a PDF, image, or spreadsheet to Artha — it extracts and maps transactions for you. Review before adding.
Manual entry
Add transactions one at a time with a guided form — date, amount, type, and details.
Bulk add
Add multiple transactions at once in a spreadsheet-style interface.
And more
Notifications
In-app notifications for account activity. Mark as read, manage alerts, and stay on top of your portfolio.
Exchange rate tracking
US Stocks tracked in USD with live USD/INR exchange rate conversion on your dashboard.
Investment explorer
Browse all investment types with filters for risk, tax benefits, horizon, and liquidity. Discover what fits.
7 types live. 5 more coming.
Track every Indian investment type from a single platform.