Desktop navigation
Use the top bar on desktop and tablet — pill links, Investments menu, workspace switcher, Search, notifications, and account.
Last reviewed 2026-10-11
On desktop and tablet (about 768px wide and up), Invesh uses a top navigation bar instead of a sidebar. Phones keep the bottom bar and More page.
What is in the bar
From left to right:
- Brand and workspace switcher — open another workspace, workspace settings, all workspaces, or create a workspace. The workspace name can hide on tighter widths so it does not crowd the centre pill.
- Centre pill — primary destinations (see below). A highlight slides as you hover; the current page stays bold.
- Search — opens the command palette (⌘K / Ctrl+K). On wide screens the control shows the shortcut keys.
- Notifications — opens Notifications, with an unread badge when needed.
- Account — avatar menu for profile, theme, help links, and log out.
Centre pill
| Item | Opens |
|---|---|
| Dashboard | Wealth Dashboard |
| Artha | The AI assistant |
| Goals | Goals |
| Investments | Hover (or open) menu of investment types — see below |
| Activity | Activity Feed |
| Files | Files |
Investments menu
Hover Investments to open the menu (it also opens on click or tap). Types you already track show a Tracking badge and open that type’s dashboard. Types that are not available yet show Coming soon. Types you can track but have not started yet open the setup flow for that type.
If your role cannot create accounts, the menu lists only types you already track.
When you can create accounts, a footer link Explore investments opens Explore Investment. Search in the top bar is separate — it opens the command palette, not Explore Investment.
Public docs only describe types that are enabled for tracking today. See Explore Investment and Investment types.
Account menu
Open your avatar for:
- Your name and email (verified badge when your email is verified)
- Profile (and Admin when that applies to your account)
- Theme — cycles light, system, and dark (same choices as Appearance)
- Help links: Support, Feedback, and Documentation (Documentation opens docs.invesh.io in a new tab; Support inbox when that applies)
- Log out