Investment Explorer

Discover and start tracking Bank Account, Stocks, Mutual Funds, and Fixed Deposit in your workspace.

Last reviewed 2026-07-14

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

Open it from Add Investment in the sidebar. Sidebar Search is separate — it opens the command palette, not Explorer.

What you can track

Explorer is built around the four enabled types:

  1. Bank Account
  2. Stocks
  3. Mutual Funds
  4. Fixed Deposit

For each, you can search, review a short description, and choose Track now (or View dashboard if you already track that type). The explorer 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. Explorer 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.

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