InvMon
InvMon is a personal finance software that provides a secure, locally-installed platform for tracking portfolios, accounts and any other investments with free market data and advanced rebalancing tools.
Cost / License
- Freemium (Subscription)
- Proprietary
Application type
Platforms
- Mac
- Windows
Features
Properties
- Privacy focused
Features
- Bank integration
- Currency Conversion
- Support for multiple currencies
- Dark Mode
- Import CSV Data
- No registration required
- Ad-free
- Portfolio Management
- Performance Monitoring
- Portfolio Tracking
Tags
- asset-tracking
InvMon News & Activities
Recent activities
- TomStuder updated InvMon
TomStuder added InvMon as alternative to SharesMaster
TomStuder added InvMon as alternative to Sharesight
TomStuder added InvMon as alternative to AlphaTrackr- TomStuder reviewed InvMon
Yes, I’m biased, but believe me: InvMon is amazing if you’re an independent investor. Tracking more than 5 or 10 investments becomes a chore quickly. With InvMon that’s different! You’ll finally have a tool to diversify more and still keep an overview, to spot opportunities at one glance, and to trade easier and with more confidence.
- TomStuder liked InvMon
- TomStuder added InvMon
InvMon information
Developed by
nCubate Software GmbH Licensing
Proprietary and Freemium product.Pricing
Subscription ranging between $13 and $30 per month + free version with limited functionality.Alternatives
11 alternatives listedSupported Languages
- English
AlternativeTo Category
Business & Commerce
What is InvMon?
InvMon is a personal finance and portfolio management application designed for independent investors who want full control over their financial data. Unlike cloud-based solutions, InvMon is installed locally on your PC or Mac, ensuring that sensitive information about your assets, accounts, and transactions remains entirely private and secure.
The software provides powerful tools to track and analyze your investments across asset classes, accounts, and currencies. With features like portfolio performance tracking, historical data visualization, and customizable charts, InvMon helps you gain deeper insights into your financial situation and make more informed investment decisions.
Built by an independent Swiss company, InvMon emphasizes simplicity, transparency, and privacy. It is particularly well-suited for investors who prefer to manage their finances without relying on third-party servers or mobile apps, while still benefiting from sophisticated analysis and reporting tools.
Comments and Reviews
Yes, I’m biased, but believe me: InvMon is amazing if you’re an independent investor. Tracking more than 5 or 10 investments becomes a chore quickly. With InvMon that’s different! You’ll finally have a tool to diversify more and still keep an overview, to spot opportunities at one glance, and to trade easier and with more confidence.