Portfolio tracking

How Invesh turns scattered investment apps into one portfolio view — see the Wealth Dashboard for the full product surface.

Last reviewed 2026-07-14

Portfolio tracking in Invesh means recording and reviewing investments in one place so you can see total value, allocation, and performance — instead of summing balances across apps in your head.

The primary product surface for that combined view is the Wealth Dashboard.

Portfolio tracking vs opening broker apps

A broker or fund house app only shows what lives in that silo. Invesh stitches together the accounts you track so decisions reflect your combined picture for the types you track today:

  • Bank account balances (snapshots)
  • Stocks and mutual fund holdings
  • Fixed deposits (auto-computed from terms)

What the product surfaces

  1. Wealth Dashboard — cross-type net worth, allocation, and trend
  2. Per-type areas — each of the four investment types has its own account model and dashboard
  3. Update patterns — snapshots for bank; holdings for stocks, mutual funds, and FDs (tracker behaviors)
  4. Multi-account support — multiple banks, brokers, platforms, or FD organizations
PreviousWealth DashboardYour cross-type net worth, allocation, and performance trend for bank accounts, stocks, mutual funds, and fixed deposits.NextImporting investmentsWays to get holdings and balances into Invesh — manual entry, bulk holdings, and Artha document import for the four live types.