Wealth Dashboard

Your cross-type net worth, allocation, and performance trend for live investment types including US Stocks, PPF, and EPF.

Last reviewed 2026-07-29

The Wealth Dashboard is the home view of your tracked wealth. It combines every live investment type you use — bank accounts, stocks, US stocks, mutual funds, fixed deposits, Public Provident Fund, and Employee Provident Fund — 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 (Explore Investment, open Artha, notifications)
Activity previewRecent activity entries
Goals railShortcut into goals from the same surface

Exact chart labels evolve with releases; see Releases.

When data is loading, incomplete, or stale

  • If the portfolio cannot load at all, you see a full-page Artha status screen titled We could not load your portfolio with Retry
  • If some feeds fail while others succeed (portfolio sync, USD/INR rate, performance trend, or recent activity), a notice explains what could not update; available figures stay on screen
  • Next to Total Wealth, Invesh shows how recent the last successful update is and offers Refresh
  • Missing totals show Data unavailable (or similar) instead of a silent ₹0

Shared patterns across the app are explained in Loading, empty, and error states.

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, holdings, or transactions). See Tracker behaviors.

Getting a useful picture

  1. Add a bank account if you want cash in the rollup
  2. Add stocks, US stocks, mutual funds, fixed deposits, Public Provident Fund, and Employee Provident Fund you actually hold
  3. Keep balances, prices / NAVs, and PPF / EPF transactions 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.NextLoading, empty, and error statesHow Invesh shows empty lists, load failures, offline mode, full-page status screens, and unavailable amounts so you always know what is happening.