Explore Investment

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

Last reviewed 2026-11-02

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

Open it by clicking Investments in the top navigation, from Explore investments in the Investments hover menu, or Explore in the mobile bottom bar. Top-bar 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

The page lists the full catalog in one scroll (no search box or filter bar). Types you already track appear under You're tracking; the rest under Set up next. For each type you can review a short description and choose Track now (or View dashboard if you already track that type).

Starting a type

Choose Track now on a supported type to open the create / onboarding flow for that instrument.

If you open a live type dashboard that has no accounts yet, you stay on the dashboard and see an empty state with Add your first account — see Loading, empty, and error states.

After you track a type, its dashboard appears under Investments in the top navigation (and under More → Investments on a phone).

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 planned but not trackable yet, Invesh shows a coming soon status screen with Go back, Explore Investments, and Request sooner. If you open a type that is not offered at all (including an old bookmark), you get the same Oops! Page not found screen as any other missing URL — not coming soon. Details: Loading, empty, and error states.