The all-in-one portfolio tracker for Indian investors
Bank Account, Stocks, Mutual Funds, and Fixed Deposit — live today. More types coming soon.
Invesh gives you a single dashboard for the investment types available today, with live P&L, risk exposure, and AI-powered document import via Artha — plus PPF, NPS, EPF, US Stocks, and more on the way.
- 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, Mutual Funds, and Fixed Deposit — into one dashboard with real-time P&L, asset allocation, cash-flow analysis, and concentration warnings. 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 types — PPF, NPS, EPF, US Stocks, Gold, Silver, Property, RD, and SSY — will join the same dashboard when they launch.
What you get with Invesh
Everything you need to understand and grow your investment portfolio, in one place.
Real-time P&L
Live profit and loss across every account and every live asset class, refreshed so your dashboard reflects today.
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 your total wealth, allocation by asset class, and performance trends across Bank Account, Stocks, Mutual Funds, and Fixed Deposit — with more types coming soon.
INR today, USD coming soon
Live types are tracked in INR. US Stocks with live exchange-rate conversion to INR is Coming soon.
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?
Bank Account, Stocks, Mutual Funds, and Fixed Deposit. PPF, NPS, EPF, US Stocks, Gold, Silver, Property, RD, and SSY are Coming soon.
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?
US Stocks tracking is Coming soon. When it launches, holdings will be tracked in USD with live exchange-rate conversion to INR on your dashboard.
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