Better Way To Manage Your Portfolio
Monebag tracks your entire portfolio of shares and cryptocurrencies. Visualize your portfolio performance, make informed investment decisions and build real wealth.
Insights That Help Your Portfolio Grow
Monebag provides comprehensive insights into your portfolio and investments performance over time. Get a summary of your portfolio at a glance or dig deeper using interactive graphs and charts.
Capital
GainsCurrency
GainsDividend
ReturnsWinners
Or Losers
Make Data Driven Investment Decisions
Become a confident investor by understanding the market trend. Analyze the data to proactively make better investment decisions.
Combined Dashboard
- Stats of all your Portfolios
- Total net worth vs actual cost
- Compare against the market performance
- Visualise everything in a glance
- Individual holding performance
Modern & Beautiful User Interface
Monebag is modern and easy to use portfolio tracking software. It provides seamless experience across all devices, is fully accessible and supports keyboard navigation. Importing existing portfolio is click of a button and takes less than a minute.
Powerful Tools & Integrations
Reports
You can generate tax and compliance reports with a click of a button. You can download those reports as Excel documents or upload them directly to Google Drive or Dropbox.
Portfolio Pie
Create a Portfolio Pie by selecting the investments you want to include in the pie and set a target for each slice. Monebag will automatically track your portfolio against the pie and make suggestions.
Goals and Targets
Set recurring investment goals or a target to reach by date. Monebag tracks your goals and targets then provides helpful insights and notifications as you progress.
Integrations
Monebag integrates with many popular brokers for seamless import of your trading activities. You can also forward trade confirmation emails from your broker to automatically import trades into your portfolio.
Calculators
An inbuilt calculator lets you do your maths without leaving the application. Easily distribute your funds to the percentage-based breakdown of selected investments.
Market Data
Stay up to date with the movement of the market. Create watchlists of your favorite stocks and cryptos and track daily price changes. View detailed company insights and receive corporate action updates.
What Our Amazing Users Are Saying
James Golden
I cannot think of using spreadsheets to track my investments anymore. Monebag has allowed me to manage my portfolio in ways that I had not even thought before.
Bruce Matthews
Monebag costs fraction of other similar portfolio tracking tools and has more functionalities to help me manage my portfolio. I am glad that I have been investing the saving on subscription.
Angela Tsakiris
Its fun to watch how my portfolio is performing over time. The data has been very helpful to help me truly understand how my investments are performing over time as compared to overall market.
Ali Samuel
I love how easy it is to use Monebag. As it directly integrates to my broker, I do not have to worry about importing my trades and my portfolio is always up to date.
