What's included
A detailed breakdown of every feature available in the preview.
Investment tracking
- PPF, NPS T1/T2, Stocks, MF, US Stocks, EPF
- FD, Gold, Silver, Land, Savings (coming soon)
- Multi-account per type (one per broker)
- Manual entry, bulk add, AI import
Artha AI
- Document import (PDF, image, CSV, XLSX)
- Portfolio Q&A in natural language
- Context-aware suggestions
- Streaming responses with tool steps
Analytics
- Portfolio composition pie chart
- Performance trends (1M / 6M / 1Y / All)
- Cash-flow analysis and net flow
- Risk exposure and concentration warnings
Account management
- Guided setup wizard per type
- Year-wise charts and FY summaries
- Edit current value from account cards
- In-app notifications for activity
Pricing FAQ
Will Invesh always be free?
Invesh is free during the preview period. We'll announce pricing details before any paid plans are introduced — current users will be notified well in advance.
Is there a limit on investment types or accounts?
No. All 7 available types and multi-account support are fully included with no limits during preview.
Do I need a credit card to sign up?
No. Just an email address to create your account and start tracking.
What happens to my data if paid plans are introduced?
Your data is always yours. If we introduce paid plans, you'll have options — and we'll never delete your data without notice.