Artha

Artha is Invesh’s AI wealth assistant — ask in plain English, attach statements, and approve changes before they land.

Last reviewed 2026-07-15

Artha is Invesh’s in-product AI wealth assistant. Ask in plain English about your portfolio, request a change, or attach a statement — without giving up control over what gets written.

Open Artha from the sidebar.

Composer hints in the app: Attach files · Uses your Invesh data · Private & encrypted.

What Artha is for

  • Asking questions about holdings and portfolio context available to the assistant
  • Uploading PDFs, images, or spreadsheets so Artha can extract candidate data
  • Guided create flows for live types (create account, add snapshot, add holding, add holdings in bulk)
  • Proposing changes that you review before they are applied

What Artha is not

  • Not a licensed financial advisor and not a guarantee of investment outcomes
  • Not an unsupervised bot that silently edits your ledger — write paths require your approval
  • Not a substitute for type dashboards — it complements tracking

Document import loop

  1. Start a conversation or upload a file in Artha
  2. Artha extracts or proposes structured data (accounts, snapshots, holdings)
  3. You review what will be written
  4. When you Approve, Invesh applies the change and dashboards update

If something looks wrong, reject or edit rather than forcing a bad import through.

While Artha works, you may see Thinking, Awaiting approval, and Approve states in the chat.

Assisted create flows (live types)

From Artha you can start focused flows for the four enabled types:

IntentWhat you do
Create accountStart an account for bank, stocks, mutual funds, or fixed deposit
Add bank snapshotRecord a balance for a bank account
Add one holdingAdd a stock, mutual fund, or fixed deposit position
Add many holdingsAdd many stock or mutual fund rows at once

Uploaded files also appear in the workspace Files library for later download.

Privacy and trust

Treat uploads as sensitive financial documents. Prefer official Invesh app surfaces; do not paste secrets into untrusted channels.

PreviousFixed DepositTrack fixed deposits across banks, corporates, and the post office — value accrues from the deposit terms.NextInvestment accountsHow investment accounts sit under each live type — bank, broker, platform, or FD organization.