Importing investments

Ways to get holdings and balances into Invesh — manual entry, bulk holdings, and Artha document import for the four live types.

Last reviewed 2026-07-14

Invesh supports several ways to get data into the tracker for bank accounts, stocks, mutual funds, and fixed deposits. You can mix them: start with a statement import, then fix leftovers or mismatches manually.

Paths into the product

PathWhen to use it
Manual account + snapshot / holding formsSmall sets, corrections, or first-time setup
Bulk holdingsMany stock, mutual fund, or fixed deposit rows in one flow
Artha document importPDFs, images, or spreadsheets that Artha parses into proposed writes for your review
Artha assisted createChat-led create account, add snapshot, or add holding for a live type

Human review on AI imports

When Artha proposes changes, you confirm before data is applied. That keeps assisted import fast without silently inventing holdings.

See Artha.

After import

  • Open the relevant type dashboard (or the Wealth Dashboard) to verify balances and history
  • Use edit / delete / bulk tools for corrections
  • Continue imports as new statements arrive
PreviousPortfolio trackingHow Invesh turns scattered investment apps into one portfolio view — see the Wealth Dashboard for the full product surface.NextInvestment typesThe four investment types you can track in Invesh — bank accounts, stocks, mutual funds, and fixed deposits.