Glossary
Shared terms used across Invesh product documentation.
Last reviewed 2026-07-28
| Term | Meaning in Invesh docs |
|---|---|
| Account | Container under an investment type that holds snapshots, holdings, or transactions (not the same as the Bank Account type) |
| Allocation | How portfolio value is split across the types you track |
| Artha | Invesh AI assistant for chat and document-assisted imports |
| Bulk holdings | Add or edit many stock, US stock, mutual fund, or fixed deposit rows in one flow |
| Clear states | Shared empty, error, full-page status, offline, partial-data, and unavailable-value patterns — see Loading, empty, and error states |
| Data unavailable | Label shown instead of a silent ₹0 when a money or percent value is missing or unconfirmed |
| Goal | A named money target (amount in ₹ and a target date) whose progress comes from linked investments — see Goals |
| Holding | A position under stocks, US stocks, mutual funds, or fixed deposit (shares, units, or a deposit) |
| Investment type | Instrument family you can track today: bank account, stocks, US stocks, mutual funds, fixed deposit, Public Provident Fund, or Employee Provident Fund |
| Approve | Confirm a change Artha proposed so it is applied to your portfolio |
| Snapshot | Point-in-time available balance for a bank account |
| Snapshot-based | Tracker that updates from dated balance snapshots (Bank Account) |
| Holdings-based | Tracker that updates from positions or deposit terms (Stocks, US Stocks, Mutual Funds, Fixed Deposit) |
| Transaction-based | Tracker that updates from a ledger of contributions, lump sums, interest, and withdrawals (Public Provident Fund, Employee Provident Fund) |
| Wealth Dashboard | Cross-type view of net worth, allocation, and performance |
| Workspace | Shared or personal space that holds your investments, members, and settings |
| XIRR | A money-weighted return metric, useful when cash flows are irregular |