Every tool you need to track your wealth.
From Artha AI assistant to clear wealth analytics — detailed breakdowns of every feature.
- Free while in preview
- No credit card required
- Set up in 2 minutes
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 total wealth is split across the investment types you track.
Money added over time
The performance card shows money you have added over 1 month, 6 months, 1 year, or all time. Today’s value matches total wealth.
Money in and out
See money in, money out, and net flow for the portfolio.
Allocation by type
See how total wealth is split across Bank Account, Stocks, US Stocks, Mutual Funds, Fixed Deposit, PPF and EPF.
Type rollups
Each tracked type shows invested, current value, and gain. Bank rows show balance.
Independent dashboards for every investment type.
Each type gets its own dedicated space — no cramming everything into one view.
KPI cards per type
Stocks, US Stocks, Mutual Funds, Fixed Deposit, PPF and EPF show invested amount, current value, and P&L. Bank rows show balance.
Charts that match the type
PPF and EPF show a financial-year summary from the rows you log. Stock, mutual fund, and US stock accounts show invested value against current value.
Multi-account support
One account per broker or platform — track your Zerodha stocks separately from Groww, or HDFC FDs from SBI.
Update a value where that type allows it
Edit a holding’s price or NAV, add a bank balance snapshot, or log a PPF/EPF transaction. FD values accrue automatically from your deposit terms.
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 are tracked in USD. Switch the US Stocks dashboard to INR using the latest available USD/INR rate.
Investment explorer
Browse all investment types with filters for risk, tax benefits, horizon, and liquidity. Discover what fits.
7 types live. 6 more coming.
Track the 7 investment types that are live today — Bank Account, Stocks, US Stocks, Mutual Funds, Fixed Deposit, PPF, EPF.
Start tracking your investments today
Set up takes under 2 minutes. Free during preview.
- Free while in preview
- No credit card required
- Set up in 2 minutes