2026.07.24.3 — Artha bulk holdings review splits per broker

When Artha stages holdings for more than one broker or platform, each account gets its own Review & approve summary and sheet.

Version 2026.07.24.3 · Last reviewed 2026-07-24

Summary

  • Artha groups staged holdings by broker or platform account — two brokers mean two Review & approve rows, not one mixed grid
  • Each summary label includes the account name (for example, “Add 2 stock holdings · My Zerodha”)
  • The holdings review sheet uses the same account selector as Bulk Entry, preselected to that account
  • Account creates, balance snapshots, and PPF / EPF transaction batches still group by kind; a single staged holding stays a one-step review

Who it affects

  • Anyone approving multi-broker or multi-platform holdings that Artha staged in one chat

Action required

None. Open each account’s Review & approve row in order when holdings span more than one sleeve.

Previous2026.07.24.4 — Mobile More is a full-screen pageOn phones, More opens a dedicated page for Profile, Support, Workspaces, and the rest of the app — not a sidebar drawer.Next2026.07.24.2 — Bulk entry spreadsheet paginates large batchesBulk Entry and Artha bulk holdings review show 50 rows per page by default, with a footer total and Save All for the full batch.