Moneta is a complete solution for managing, tracking, and optimizing your financial portfolio. Moneta provides integrations with 200 banks, stock brokers and cryptocurrency exchanges connectors and full support for a wide array of financial products.

Features :

1. Investments Aggregation

• Get a whole view of all your investments in one place.
• Support for a diverse range of financial products: Cryptocurrency, PEA, PEE, Savings Account, Stocks, Bonds, Mutual Funds, ETFs, and many more.

2. Seamless Integration and Automatic Refresh

• Easily connect to your bank and financial accounts.
• Benefit from automatic updates to always have the most recent financial data at your fingertips.

3. Investment History Tracking

• Visualize the trajectory of your investments with clear and intuitive charts.
• Keep track of the amounts invested and their performance over time.

4. Insights (Coming Soon)

• As part of our roadmap, we expect to add personalized insights based on your portfolio in the near future.
• Stay tuned for advice on investment products and updates on tax-advantageous schemes.
• We also plan to make Moneta open-source soon.

Dashboard

The Monta dashboard is designed to offer you an optimal user experience. It includes:

• Investment Growth: Monitor the growth of your portfolio over time.
• Asset Allocation: See the distribution of your investments for a better allocation strategy.
• Top Growing Assets: Identify the assets that are performing the best recently.
• Top Value Assets: Identify the assets that are the most valuable in your portfolio.

Community

Join our Discord server !