Explore Investment

Discover and start tracking Bank Account, Stocks, US Stocks, Mutual Funds, Fixed Deposit, Public Provident Fund, and Employee Provident Fund in your workspace.

Last reviewed 2026-07-28

Explore Investment is where you discover and start tracking the investment types Invesh supports in your workspace today.

Open it from Explore Investment in the sidebar (or Explore in the mobile bottom bar). Sidebar Search is separate — it opens the command palette, not this page.

What you can track

Explore Investment is built around the enabled types:

  1. Bank Account
  2. Stocks
  3. US Stocks
  4. Mutual Funds
  5. Fixed Deposit
  6. Public Provident Fund
  7. Employee Provident Fund

For each, you can search, review a short description, and choose Track now (or View dashboard if you already track that type). The page also shows which of these types you are already tracking.

Finding a type

  • Type in the search box to match names and descriptions
  • Use category chips and the filter bar (risk, tax profile, horizon, liquidity, and similar facets) to narrow results
  • Open a supported type to start the create / onboarding flow for that instrument

After you track a type, its dashboard appears under Investments in the sidebar.

Scope note

This page covers only types you can track today. Explore Investment may show other instrument ideas for interest or feedback; public docs do not catalogue types that are not enabled for tracking yet. When a new type ships, it gets its own product and how-to pages.

If you open a type that is not available yet, Invesh shows a coming soon status screen with Go back, Explore Investments, and Request sooner. Details: Loading, empty, and error states.

PreviousFilesWorkspace library for PDFs, images, and spreadsheets used with Artha and imports — list or grid view, search, and filters.NextMobile navigationUse the bottom bar and the More page on phones to reach Profile, Support, Workspaces, and the rest of the app.