Portfolio tracking

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

Last reviewed 2026-07-22

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, US stocks, and mutual fund holdings
  • Fixed deposits (auto-computed from terms)
  • Public Provident Fund (transaction ledger)
  • Employee Provident Fund (company transaction ledger)

What the product surfaces

  1. Wealth Dashboard — cross-type net worth, allocation, and trend
  2. Per-type areas — each of the live investment types has its own account model and dashboard
  3. Update patterns — snapshots for bank; holdings for stocks, US stocks, mutual funds, and FDs; transactions for PPF and EPF (tracker behaviors)
  4. Multi-account support — multiple banks, brokers, US brokerages, platforms, FD organizations, PPF accounts, or EPF companies
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