Add a snapshot or holding
When and how to enter data by hand — balance snapshots, holdings, or PPF / EPF transactions — with links to each live type.
Last reviewed 2026-10-17
Use manual entry when you have a small set of updates, need a quick correction, or are finishing first-time setup for a live type: Bank Account, Stocks, US Stocks, Mutual Funds, Fixed Deposit, Public Provident Fund, or Employee Provident Fund.
Prerequisites: a workspace where you can create data, and an account for that type.
Open the app as you go
Labels match forms in the Invesh app for the live types.
Where to find Add
- Open the type dashboard (Bank Account, Stocks, US Stocks, Mutual Funds, Fixed Deposit, Public Provident Fund, or Employee Provident Fund).
- Select the account (or create one first).
- Choose the Add control for that type:
- Bank Account — Add Snapshot (opens the guided balance flow for one snapshot)
- Stocks / US Stocks / Mutual Funds — Add Holding → Add one transaction (or Add several (Bulk Add) / AI Import)
- Fixed Deposit — Add Deposit → Add one transaction (or Add several (Bulk Add) / AI Import)
- Public Provident Fund — Add Transaction → Add one transaction (or Add several (Bulk Add) / AI Import)
- Employee Provident Fund — Add Transaction → Add one transaction (or Add several (Bulk Add) / AI Import)
Add one transaction opens the same full-screen guided workspace used during first-time setup. One submit saves one record — there is no staged list on that path. After save, a finish summary shows what was recorded; most types offer Add another before Done.
Add several (Bulk Add) opens the multi-row spreadsheet when you need many holdings or deposits at once. See Add holdings in bulk.
AI Import opens Artha with a prefilled prompt for that product; the message is not sent until you attach a file or send it. You can also start from Artha’s assisted create flows when you prefer a blank chat.
Snapshot vs holding vs transaction (brief)
| Model | Used by | What you enter |
|---|---|---|
| Snapshot-based | Bank Account | Available balance as of a date |
| Holdings-based | Stocks, US Stocks, Mutual Funds, Fixed Deposit | A position or deposit (qty/units/terms); values update from those fields |
| Transaction-based | Public Provident Fund, Employee Provident Fund | A ledger entry; balance follows contributions, lump sums, interest, and withdrawals |
Full detail: Tracker behaviors — Bank Account, Stocks, US Stocks, Mutual Funds, Fixed Deposit, Public Provident Fund, Employee Provident Fund.
Per-type guides
| Type | How-to |
|---|---|
| Bank Account | Add a bank account snapshot |
| Stocks | Add a stock holding |
| US Stocks | Add a US stock holding |
| Mutual Funds | Add a mutual fund holding |
| Fixed Deposit | Add a fixed deposit |
| Public Provident Fund | Add a PPF transaction |
| Employee Provident Fund | Add an EPF transaction |
Related
- Guided investment forms
- Add holdings in bulk (stocks, US stocks, mutual funds, and fixed deposits)
- Import a statement
- Investment types