Importing investments
Ways to get holdings, balances, and PPF / EPF transactions into Invesh — manual entry, bulk holdings, and Artha document import for live types.
Last reviewed 2026-07-24
Invesh supports several ways to get data into the tracker for bank accounts, stocks, US stocks, mutual funds, fixed deposits, Public Provident Fund, and Employee Provident Fund. You can mix them: start with a statement import, then fix leftovers or mismatches manually.
Paths into the product
| Path | When to use it |
|---|---|
| Manual account + snapshot / holding / transaction forms | Small sets, corrections, or first-time setup |
| Bulk holdings | Many stock, US stock, mutual fund, or fixed deposit rows in one spreadsheet — paginated after 50 rows; Save All still writes the full batch |
| Artha document import | PDFs, images, or spreadsheets that Artha parses into proposed writes for your review |
| Artha assisted create | Chat-led create account, add snapshot, holding, or PPF / EPF transaction for a live type |
From a type dashboard, Add → AI Import (or Import with Artha during setup) opens Artha with a product-scoped prompt already in the composer. Nothing is sent until you attach a file or send the message yourself.
Bulk Entry (and Artha’s bulk holdings review) uses the same spreadsheet: scroll within a page of up to 50 rows by default (or 100), then page; the footer shows X of Y showing, an ₹ total for the batch, and Save All. When Artha stages holdings for more than one broker or platform, each account gets its own Review & approve summary and sheet — holdings from different accounts are not mixed in one grid.
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