The all-in-one portfolio tracker for Indian investors
Live today: Bank Account, Stocks, US Stocks, Mutual Funds, Fixed Deposit, PPF and EPF. Coming soon: NPS, Gold, Silver, Property, RD and SSY.
Invesh gives you a single dashboard for the investment types available today, with P&L, allocation across those types, and document import via Artha.
- Free while in preview
- No credit card required
- Set up in 2 minutes
A modern portfolio tracker should do more than list holdings. Invesh unifies the investment types that are live today — Bank Account, Stocks, US Stocks, Mutual Funds, Fixed Deposit, PPF and EPF — into one dashboard with P&L, allocation across those types, and money in, money out, and net flow. Instead of switching between broker apps and bank statements, you see a clear net-worth picture in a single tab.
Because most Indians use more than one broker, Invesh supports multiple accounts per investment type. Track Zerodha alongside Groww, or your spouse's demat beside your own, without losing the unified view. Every account gets its own KPI cards, transaction history, and P&L so you can compare brokers side by side or drill into a single folio.
Artha, the built-in AI wealth assistant, removes manual data entry: upload a broker contract note, a CAMS consolidated statement, a PDF, or a CSV, and Artha parses, maps, de-duplicates, and previews transactions before they land in your portfolio. Coming soon: NPS, Gold, Silver, Property, RD and SSY.
What you get with Invesh
Everything you need to understand and grow your investment portfolio, in one place.
P&L across every account
Invested, current value and gain for every live type, recalculated the moment you update a price, NAV or transaction.
Multi-broker, multi-account
Track Zerodha, Groww, Kuvera, ICICI Direct, and more — independently per account, with a unified roll-up view.
Artha AI imports
Upload a PDF, CSV, or image and Artha extracts, de-duplicates, and previews transactions automatically — no manual entry.
Unified net-worth view
See total wealth and how it is split across Bank Account, Stocks, US Stocks, Mutual Funds, Fixed Deposit, PPF and EPF. NPS, Gold, Silver, Property, RD and SSY are coming soon.
INR and USD
Indian investments in INR; US Stocks in USD with an INR view.
Private by default
Your data is encrypted in transit and at rest, never sold for ads, and fully deletable on demand.
Frequently asked questions
Is Invesh really free?
Yes — Invesh is free while in preview. Every live investment type, Artha AI, dashboards, and multi-account features are included at no cost.
Which investment types are live today?
Live today: Bank Account, Stocks, US Stocks, Mutual Funds, Fixed Deposit, PPF and EPF. Coming soon: NPS, Gold, Silver, Property, RD and SSY.
Which brokers does the portfolio tracker support?
Any broker — Invesh is not a broker-integration product, so you import data via document upload (PDF, CSV, image) or manual entry. This means Zerodha, Groww, Kuvera, ICICI Direct, HDFC Securities, and any other broker work out of the box.
Can I track multiple brokers at once?
Yes. Stocks and Mutual Funds each support multiple accounts per type — one per broker or platform — and you can still see a unified roll-up.
Does the portfolio tracker support US stocks?
Yes. US Stocks is live. You record quantity, average buy price and current price in USD, and can switch the US Stocks dashboard between USD and INR. INR uses the latest available USD/INR rate; if no rate is available, amounts stay in USD. Your Wealth Dashboard counts US stocks in INR.
How does Artha import transactions?
Upload a PDF, image, CSV, or spreadsheet to Artha. It parses the document, extracts transaction data, and shows a preview for you to review before anything touches your portfolio.
Is my data secure?
Data is encrypted at rest and in transit, never sold or shared for advertising, and can be deleted in full on request.
Start tracking your investments today
Set up takes under 2 minutes. No credit card required.
- Free while in preview
- No credit card required
- Set up in 2 minutes