Wealth Dashboard
Anonymized command surface for net worth, liquidity, allocation, and daily finance priorities.
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Loading…Portfolio Management
Artha
A personal wealth management app for tracking net worth, liquidity, holdings, trades, accounts, goals, and AI-assisted financial intelligence.
Software InterfacesFinance / OpsPersonal WealthPortfolio ManagementTradingAI Workflows
Screenshots
Portfolio Holdings
Portfolio management table for holdings, quantities, cost basis, current price, and P&L review.
Trades and P&L
Trading log for reviewing instrument history, segment, trade type, brokerage, and realized P&L.
Capabilities
Net-worth and liquidity dashboard with allocation visibility
Portfolio holdings, asset classes, and broker-connected investment views
Trade tracking, options workflows, and P&L review surfaces
Accounts, transactions, goals, taxes, loans, and planning workflows
Route Context
/dashboard
Dashboard
Personal finance command center for net worth, liquidity, allocation, briefings, and household financial activity.
Net worthLiquidityAllocation
/portfolio
Portfolio
Holdings workspace for reviewing assets, quantities, average price, current value, and P&L across the portfolio.
HoldingsBroker connectionP&L
/trades
Trades
Trading review surface for options, brokerage, realized P&L, and historical trade analysis.
Trade logOptionsBrokerage