Investment type matrix
The investment types you can track in Invesh today — update model, valuation, and bulk entry.
Last reviewed 2026-07-23
Live investment types in Invesh. All support multiple accounts, Artha import, and goal linking.
| Type | Tracker | How you update | Valuation | Bulk |
|---|---|---|---|---|
| Bank Account | Snapshot | Dated balance snapshots (latest by date, then created time) | Balance only — no invested / P&L | Multi-row snapshots |
| Stocks | Holdings | Qty, avg buy, current price | Manual current price | Create-only |
| US Stocks | Holdings | Qty, avg buy, current price (USD); dashboard USD/INR toggle | Manual current price (USD) | Create-only |
| Mutual Funds | Holdings | Units, avg buy NAV, current NAV | Manual current NAV | Create-only |
| Fixed Deposit | Holdings | Terms accrue; edit for corrections; reinvest when matured | From terms (automatic) | Create-only |
| Public Provident Fund | Transaction | Deposit, lump sum, interest, withdrawal ledger | Contributions + interest − withdrawals | Artha multi-create review |
| Employee Provident Fund | Transaction | Monthly / interest / withdrawal / lump sum with employee, employer, pension amounts | Current value includes employee + employer + pension; interest shown separately | Artha multi-create review |
Narrative detail: Investment types. How values update: Tracker behaviors.