Add holdings in bulk
Add many stock, mutual fund, or fixed deposit rows in one flow — manually or with Artha.
Last reviewed 2026-07-15
Use bulk entry when you need to enter many rows under one account. Stocks, Mutual Funds, and Fixed Deposit all support Bulk Entry from the Add menu. Bank snapshots can also stage multiple rows in the same form — see Add a bank account snapshot (overview: Add a snapshot or holding).
Prerequisites: permission to create holdings, and an account for that type.
Open the app as you go
Prefer Add Holding / Add Deposit → Bulk Entry, or Artha’s bulk holdings flow in the Invesh app.
Create-only, all-or-nothing
Bulk is for creating new rows (unique constraints apply — duplicates fail). If any row fails validation, nothing is saved. A successful save writes all rows together. There is no documented maximum row count in the product.
Stocks — bulk holdings
Open Stocks
Select the broker account that should receive the rows.
Start Bulk Entry
Open Add Holding on the dashboard, then choose Bulk Entry. Or open Artha and follow the bulk holdings flow for stocks.
Enter rows
For each line, provide symbol, quantity, average buy price, and current price (same fields as a single holding). Fix validation errors before submit — invalid rows block the whole save.
Review and save
Confirm the preview, then save. Check the holdings table on the Stocks dashboard.
Mutual Funds — bulk holdings
Open Mutual Funds
Select the platform account.
Start Bulk Entry
Open Add Holding on the dashboard, then choose Bulk Entry. Or open Artha and follow the bulk holdings flow for mutual funds.
Enter rows
For each line, provide scheme name, units, average buy NAV, and current NAV. Folio is optional per row when the form allows it.
Review and save
Confirm the preview, then save. Spot-check a few schemes on the Mutual Funds dashboard.
Fixed Deposit — bulk deposits
Open Fixed Deposit
Select the organization account.
Start Bulk Entry
Open Add Deposit on the dashboard, then choose Bulk Entry. Or use Artha’s assisted deposit flow for fixed deposits.
Enter rows
For each line, provide the same deposit terms as a single FD (type, principal, rate, start date, tenure). Fix validation errors before submit.
Review and save
Confirm the preview, then save. Spot-check deposits on the Fixed Deposit dashboard.
Tips
- Keep one broker, platform, or organization account per real-world sleeve — do not mix unrelated books in one bulk paste
- After SIPs or trades, edit individual holdings or re-run a smaller bulk create for new rows
- For statement PDFs, prefer Import a statement so Artha proposes rows for review
Related: Add a stock holding · Add a mutual fund holding · Add a fixed deposit · Importing investments · Artha