Invesh review
A free, manual-entry wealth dashboard for Indian investors who want broad portfolio visibility.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Invesh is a personal portfolio tracker for Indian investors who want one view across supported bank accounts, stocks, mutual funds, and fixed deposits. Its unified wealth dashboard brings together portfolio value, gains, allocation, performance trends, and cash-flow analysis. Separate dashboards and multiple accounts help organize different investment types. Invesh is designed for tracking rather than trade execution or investment advice, making it a fit for solo investors and small households seeking a consolidated record of their holdings.
The Preview plan costs $0 and includes all features during the preview, with no credit card required. Setup centers on manual entry or bulk addition of investment data, so the product suits investors willing to maintain their records. Artha, the built-in AI assistant, can import statements and other documents, but proposed changes go through a review step before they are applied. Natural-language questions about holdings and performance add a conversational way to inspect the dashboard, while cash-flow analysis, risk exposure, and concentration warnings provide context beyond basic valuation.
Invesh runs on the web and does not synchronize accounts, which limits automation and access choices for investors who expect connected brokerage or banking updates. Its investment explorer can filter opportunities by risk, tax benefits, horizon, and liquidity, but the product is focused on monitoring rather than investment research or screening. Choose Invesh if you want a free, multi-asset record with AI-assisted document entry and manual control. Consider another tool if automatic account feeds, mobile or desktop deployment, trade execution, or research workflows are central to your process.
Invesh pros and cons
- Where it wins
- Unified dashboard covers value, gains, allocation, trends, and cash flow.
- AI document import proposes changes for review before applying.
- Separate account views, risk warnings, and natural-language portfolio questions.
- Where it doesn't
- Manual entry is required; there is no account synchronization.
- Web-only deployment limits access options outside a browser.
- Tracking only: no trade execution, investment research, or advice.
Invesh fact sheet, pricing and score →
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