Investment types
The four investment types you can track in Invesh — bank accounts, stocks, mutual funds, and fixed deposits.
Last reviewed 2026-07-14
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 four 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) |
| 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 |
How types show up in the app
- Investment Explorer — search and start tracking a type (Add Investment in the sidebar)
- Account setup — create one or more accounts per type (bank nickname, broker, MF platform, or FD organization)
- Type dashboard — KPIs, charts, and holdings or balance history for that type
- Wealth Dashboard — combined view across all types you track