How-to

Sign in, then complete onboarding.

Bank account, dashboards, and Artha tour.

Create a bank, broker, platform, or FD organization.

When to enter by hand — snapshot vs holding overview.

Record available balance for a bank account.

One equity position under a broker account.

One scheme under a platform account.

One FD with type, rate, and tenure.

Many stock, mutual fund, or FD rows at once.

Bring data in with Artha and approve changes.

Connect investments so goal progress updates.

Invite, roles, revoke, and remove.

Jump with ⌘/Ctrl + K.

In-app and Email toggles in Profile.

Bug, feature, or general feedback.

Ask for help with a tracked ticket.