📈 Investment Mode

Your investment portfolio, next to the rest of your money

Stocks and ETFs with near real-time quotes, daily and total gain, all added automatically to your net worth — no separate spreadsheet needed.

Try it free for 7 days
⏱️

Near real-time quotes

Prices update every few minutes from market data — with the typical delay (15-20 minutes) of a standard data plan. It's for tracking your portfolio, not for trading on the exact tick.

AAPL
185,42 $
Actualizado hace 2 min
📈

Daily and total gain

Every position shows how much it's up or down today, and how much you've gained or lost since you bought it — per position and across your whole portfolio.

MSFT
Hoy+2,3%
Total+18,4%
🧭

Added to your net worth automatically

Your portfolio's value is included automatically in Net Worth and in your Summary balance — no need to track it separately or keep it updated by hand.

Patrimonio
🏦 Banco18.200 €
📈 Inversión12.400 €
Total30.600 €

AI analysis of your portfolio

The same AI analysis you already use for your spending can also look at your investment portfolio and explain, in plain language, how it's doing.

✨ AI analysis of your portfolio
"Tu cartera ha subido un 4,1% este mes, sobre todo por el tramo de tecnología. La exposición sigue concentrada en pocas posiciones."
📧

In your bi-weekly report

Every 14 days, the automatic summary that lands in your inbox also includes how your portfolio has moved — no need to open the app to check.

📧 Informe quincenal
"Tu cartera ha subido un 3,2% en las últimas 2 semanas."
🌍

Multi-currency, converted automatically

Buy stocks priced in dollars or other currencies: MonVault converts the value automatically so your total net worth actually adds up.

500,00 $462,30 €

Investment Mode — frequently asked questions

Are the prices really real-time?

Not exactly — like most apps on a standard market data plan, there's a typical 15-20 minute delay versus the live market price. It's meant for tracking your portfolio, not trading on the exact tick.

Do I need to connect my broker or investment account?

No. You log your buys and sells by hand (symbol, quantity, price and date), just like the rest of your transactions — you never share your broker credentials with MonVault.

What can I track with Investment Mode?

Stocks and ETFs on the exchanges covered by our market data provider. You can search by company name or ticker when logging a purchase.

Does it cost extra?

No, Investment Mode is included in every MonVault plan at no extra cost.

Try Investment Mode free

7-day free trial, on any of the three plans.

Create account
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