Investment accounts
How investment accounts sit under each live type — bank, broker, US brokerage, platform, FD organization, PPF account, or EPF company.
Last reviewed 2026-10-17
Within each investment type, Invesh uses accounts as the container for snapshots, holdings, or transactions.
Examples for the live types:
- A bank nickname such as Salary Account at HDFC
- A broker sleeve such as Zerodha Long-term for stocks
- A US brokerage sleeve such as Vested Growth for US stocks
- A mutual fund platform such as My Groww
- An FD organization such as HDFC FDs or a post office nickname
- A PPF account such as My PPF at a bank or Dad's Post Office PPF
- An EPF company account such as Acme Technologies with an optional UAN
All live types support multiple accounts so multi-broker or multi-bank reality maps cleanly. Dashboards can scope to one account or roll up — KPIs, tables, and charts follow the selected scope.
If you open a live type dashboard with no accounts yet, the page stays on that dashboard and shows an empty state with Add your first account (no warning toast, no automatic redirect). A link to a deleted account while the type still has other accounts shows Bank Account not found-style toast copy — see Loading, empty, and error states.
Creating and managing accounts
- Open Explore Investment and choose a live type
- Work through the guided investment form: pick the institution, name the account, then finish on Account ready to track
- From an empty type dashboard, choose Add your first account to open the same create flow
- From that finish screen you can continue into the first snapshot, holding, deposit, or transaction — or choose Done and add data later from the type dashboard
- Artha may help create accounts when an import implies a new container — still with your approval before changes apply
See Add an investment account.
Deleting snapshots, holdings, and transactions
On every live type dashboard, removing rows is intentional:
- Tick rows to open a selection toolbar (768px and above) or bottom bar (narrower screens) with Clear, the count, and Delete — or use the row ⋮ Delete action for one row
- Select all N matching this view covers the current account and year (at most 500); Viewers see no checkboxes or Delete
- Delete opens one type-named review (for example Delete this holding?) with readable row labels, Selected, money lines such as Current value or FD Principal / Current value, Dates / Accounts when useful, an off-page note only when needed, and goal or account warnings
- Confirm with Delete N …; if nothing deletes, the dialog stays open with Try again or Close
- One request deletes the selection — a failed id deletes nothing; already-deleted ids are skipped in the success toast; partial failures keep the failed rows selected
- Ticks clear when you change financial year, account, or filters; offline disables Delete
Step-by-step: Delete investment rows safely.