The all-in-one portfolio tracker for Indian investors
Stocks, mutual funds, PPF, NPS, EPF, and US stocks — all in one view.
Invesh gives you a single dashboard for every rupee of your net worth, with live P&L, risk exposure, and AI-powered 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 every major Indian investment type — stocks, mutual funds, PPF, NPS Tier 1 and Tier 2, EPF, and US stocks — into one live dashboard with real-time P&L, asset allocation, cash-flow analysis, and concentration warnings. Instead of switching between Zerodha, Groww, Kuvera, the NPS CRA, and the EPFO portal, you see your full net worth 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. You can also ask Artha natural-language questions such as "How's my stock P&L this quarter?" or "What's my exposure to IT stocks?" and get instant answers grounded in your own data.
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 asset class, refreshed automatically so your dashboard always reflects today.
Multi-broker, multi-account
Track Zerodha, Groww, Kuvera, Vested, 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 stocks, mutual funds, PPF, NPS, EPF, and US stocks.
INR + USD support
US stocks are tracked in USD with live exchange-rate conversion to INR so your consolidated net worth is always accurate.
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 investment type, Artha AI, dashboards, and multi-account features are included at no cost.
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, Vested, ICICI Direct, HDFC Securities, and any other broker work out of the box.
Can I track multiple brokers at once?
Yes. Stocks, Mutual Funds, and US Stocks 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 are tracked in USD with live exchange-rate conversion to INR on your dashboard, so you always see your consolidated Indian-rupee net worth.
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