Wealth Dashboard

Your cross-type net worth, allocation, and performance trend for bank accounts, stocks, mutual funds, and fixed deposits.

Last reviewed 2026-07-15

The Wealth Dashboard is the home view of your tracked wealth. It combines every live investment type you use — bank accounts, stocks, mutual funds, and fixed deposits — into one net-worth picture.

Open it from Dashboard in the sidebar.

What you see

AreaPurpose
Overview KPIsCombined invested / current value and gain across types you track. For bank accounts, the rollup is driven by latest balance (snapshots) — banks do not use a separate “invested” figure the way stocks and mutual funds do
Performance rangesTrend windows such as 1M, 6M, 1Y, and All
Type rollupsCards per tracked type with invested, current, and gain (bank cards emphasize balance)
Trend chartPortfolio value over time with event markers where available
Attention stripQuick actions (add investments, open Artha, notifications)
Activity previewRecent activity entries
Goals railShortcut into goals from the same surface

Exact chart labels evolve with releases; see Releases.

How it relates to type dashboards

  • Wealth Dashboard — “how am I doing overall?”
  • Type dashboards — deep dive for one type (for example bank balance history or stock holdings table)

Each type updates differently (snapshots vs holdings). See Tracker behaviors.

Getting a useful picture

  1. Add a bank account if you want cash in the rollup
  2. Add stocks, mutual funds, and fixed deposits you actually hold
  3. Keep balances and prices / NAVs reasonably current (or rely on FD auto-accrual)
PreviousWhat is Invesh?Invesh is a portfolio tracker for Indian investors — one place for accounts, performance, and Artha-assisted imports.NextPortfolio trackingHow Invesh turns scattered investment apps into one portfolio view — see the Wealth Dashboard for the full product surface.