Add a snapshot or holding

When and how to enter data by hand — balance snapshots vs holdings — with links to each live type.

Last reviewed 2026-07-15

Use manual entry when you have a small set of updates, need a quick correction, or are finishing first-time setup for one of the four live types: Bank Account, Stocks, Mutual Funds, or Fixed Deposit.

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 four live types.

Where to find Add

  1. Open the type dashboard (Bank Account, Stocks, Mutual Funds, or Fixed Deposit).
  2. Select the account (or create one first).
  3. Choose the Add control for that type:
    • Bank Account — Add Snapshot (opens the balance form directly)
    • Stocks / Mutual Funds — Add Holding → Manual Entry (or Bulk Entry / AI Import)
    • Fixed Deposit — Add Deposit → Manual Entry (or Bulk Entry / AI Import)

You can also start from Artha’s assisted create flows when you prefer chat-led entry.

Snapshot vs holding (brief)

ModelUsed byWhat you enter
Snapshot-basedBank AccountAvailable balance as of a date
Holdings-basedStocks, Mutual Funds, Fixed DepositA position or deposit (qty/units/terms); values update from those fields

Full detail: Tracker behaviors — Bank Account, Stocks, Mutual Funds, Fixed Deposit.

Per-type guides

TypeHow-to
Bank AccountAdd a bank account snapshot
StocksAdd a stock holding
Mutual FundsAdd a mutual fund holding
Fixed DepositAdd a fixed deposit
PreviousAdd an investment accountCreate a bank, broker, mutual fund platform, or FD organization account for one of the four live types.NextAdd a bank account snapshotRecord an available balance snapshot for a Bank Account tracker.