2026.10.10.2 — Artha shows return vs invested, not a 6-month deposit trend

Artha home Net worth and Overall gain use % vs invested; bank balances stay in worth but out of the return.

Version 2026.10.10.2 · Last reviewed 2026-10-10

Summary

  • On the Artha home, the portfolio line and Net worth / Overall gain (or Overall loss) cards show performance as % vs invested — not an “up / down over 6 months” percent from the deposit trend
  • Portfolio worth still includes bank balances
  • Gain and % vs invested skip Bank Account, so cash is not treated as profit (same idea as the Wealth Dashboard hero)
  • The percent is hidden when there is no positive invested base (for example bank-only)
  • US Stocks join that return only when a usable USD/INR rate is available

Who it affects

  • Anyone who opens Artha with tracked investments, especially with bank balances next to FDs, stocks, mutual funds, PPF, or EPF

Action required

None. Open Artha to see the corrected portfolio summary.

Previous2026.10.10.3 — US stocks stay out of INR totals until a USD/INR rate is availableWealth Dashboard and Activity exclude US stocks from INR rollups when the rate is missing or stale, with a clear notice.Next2026.10.10.1 — Safer deletes on investment tablesDelete Selected and row Delete confirm the exact rows first on Bank, Stocks, US Stocks, Mutual Funds, FD, PPF, and EPF.