Investment types
The investment types you can track in Invesh — bank accounts, stocks, US stocks, mutual funds, fixed deposits, Public Provident Fund, and Employee Provident Fund.
Last reviewed 2026-07-25
Invesh models wealth as investment types. Each type has its own accounts, dashboard, and update pattern, then rolls up into the Wealth Dashboard.
Today you can track these types:
| Type | What you track | How you update |
|---|---|---|
| Bank Account | Savings / current balances | Dated balance snapshots |
| Stocks | Shares across brokers | Holdings (qty, avg buy, current price) |
| US Stocks | US shares across brokers | Holdings (qty, avg buy, current price in USD) |
| Mutual Funds | Scheme units across platforms | Holdings (units, avg buy NAV, current NAV) |
| Fixed Deposit | Deposits at banks, corporates, post office | Deposit terms; value accrues automatically |
| Public Provident Fund | PPF at banks or Post Office | Transactions (deposit, lump sum, interest, withdrawal) |
| Employee Provident Fund | EPF across companies | Transactions (monthly contribution, interest, withdrawal, lump sum with employee / employer / pension amounts) |
How types show up in the app
- Explore Investment — search and start tracking a type (Explore Investment in the sidebar, or Explore on mobile)
- Account setup — create one or more accounts per type (bank nickname, broker, US broker, MF platform, FD organization, PPF account, or EPF company)
- Type dashboard — KPIs, charts, and holdings, snapshots, or transactions for that type
- Wealth Dashboard — combined view across all types you track