Loading, empty, and error states

Across Wealth Dashboard, investment dashboards, Activity, Goals, Notifications, Support, Files, Explorer, Workspaces, and Artha, Invesh uses the same patterns so you never stare at a blank screen or mistake missing data for ₹0.

Full-page problems (missing routes, crashes, coming-soon types, types that are not offered, support outages, invite issues, and other dead ends) use a shared Artha illustration layout with a clear title, short explanation, and actions.

Empty lists

When a section has no data yet, you see a short title, a brief explanation, and a clear next step when one applies (for example Add on an investment dashboard). Empty prompts appear only after that section has loaded successfully — a failed load shows an error instead of a fake “add something” empty state.

On a live investment type dashboard (Bank Account, Stocks, US Stocks, Mutual Funds, Fixed Deposit, Public Provident Fund, or Employee Provident Fund) with no accounts yet, Invesh stays on that dashboard. You see the type’s empty state with Add your first account — not a warning toast and not an automatic jump to the create flow.

An empty Workspaces list is treated as unexpected (a personal workspace should always exist). You see a full-page status screen instead of a “create your first workspace” empty state — see below.

Missing investment account

If a type still has accounts but the link points at an account that is gone (for example a deleted account id), Invesh shows an error toast titled with the type name and not found (for example Bank Account not found) and the description That account could not be found. You stay on the type dashboard.

Load failures and Retry

If a section cannot load, Invesh shows a friendly message such as Something went wrong or We could not load this, not a raw status code. Use Retry to try again. Previously synced information stays available when it is still on screen.

When an entire page fails to load, you get a full-page status screen titled We could not load this, with Retry and a Contact support hint.

Full-page status screens

These replace older icon-only fallbacks with the same Artha-illustrated layout:

Most of these screens also show Still can’t find what you need? Contact support →, which opens in-app Support. The Support-unavailable screen hides that hint and offers Contact us (invesh.io/contact) and Email us (hello@invesh.io) instead — Email us copies the address and opens your mail app.

Offline

When your device loses internet, a banner at the top of the app says You are offline. Saved information stays visible where available; actions that need the network pause until you reconnect. Sections that cannot refresh while offline say so explicitly.

Partial data

If some feeds fail while others succeed (for example portfolio sync, performance trend, or recent activity), a notice explains what could not update. Available figures stay on screen. When amounts depend on the missing feed, totals exclude that unavailable data.

US stocks without a usable USD/INR rate

When you hold US stocks but Invesh does not have a usable USD/INR rate (missing, zero or negative, or not a real number such as NaN or Infinity):

A usable rate (a finite number greater than 0) brings US stocks back into the INR rollups and clears these notices. An older quote or a future fetch time still counts when the number itself is usable.

Charts that cannot be shown

In Artha, if a chart in a reply cannot be drawn, you see This chart could not be shown. instead of a blank or broken card. Your conversation continues; ask Artha again or use the type dashboards for the underlying numbers.

Password-protected PDFs in Artha

If you attach a PDF that still has a password, Artha rejects it with a toast that explains how to save an unlocked copy. There is no password field — Invesh never asks for or stores the PDF password. See Artha → Password-protected PDFs.

Unavailable amounts

Missing or unconfirmed money and percentage values show labels such as Data unavailable, Not calculated yet, Awaiting sync, or No activity in this period — not a silent ₹0. A confirmed zero still displays as zero.

Stale or outdated data

Where a last-successful update time is known (for example Total Wealth on the Wealth Dashboard), Invesh shows how recent that update is and offers Refresh. If data is older than the freshness window, a warning notes that totals reflect the last successful update.

No access

If your role, plan, or workspace permissions block a section that still uses an in-page access message, you see You do not have access with guidance to ask a workspace owner or admin, plus a way back home.

For a missing goal detail or workspace settings you cannot open, Invesh shows the shared Oops! Page not found screen instead.

Related

• Investment accounts
• Support and feedback
• Workspaces and collaboration
• Explore Investment
• Wealth Dashboard
• Goals
• Activity Feed
• Artha
• Workspace roles