Track your portfolio evolution weekly, analyze your returns with visual charts, and stay in control of your investments.
Elegant and easy-to-understand charts that tell the story of your investments
52,840 €
Invested: 42,000 €
+10,840 €
+25.81%
11.87%
104 records
Get started in minutes
Define the assets you want to track. Organize all your investments in one place.
Update the value of your assets every week. Maintain conscious control of your wealth.
Analyze your returns with attractive charts. Make informed decisions.
Recording your portfolio weekly helps you stay focused, detect opportunities, and make informed decisions.
Record your portfolio weekly to maintain active control of your investments. Choose your pace: daily, weekly, or monthly. You decide the frequency.
Unify all your investments: stocks, cryptocurrencies, funds, real estate. Manage multiple portfolios and assets from a single centralized platform.
Visualize your evolution with interactive and elegant charts. Profitability, ROI, volatility, and annualized returns presented clearly and professionally.
Generate links to share your portfolio. Choose whether to show monetary values or only percentages. Your privacy, your rules.
Your data is yours alone. Robust authentication, end-to-end encryption, and no third-party access.
No premium versions, no hidden limits. All features available for free for all users.
Everything you need to know
Yes, Moneyz is completely free and will remain so. We believe everyone should have access to quality tools for managing their investments, without barriers to entry.
There are no hidden premium plans, no artificial limits, no locked features. All features are available to all users from day one.
The system is simple: first you create the assets you want to track (stocks, funds, cryptocurrencies, etc.) with the level of detail you prefer. Then, periodically you record the current value of each asset and how much money you've added since the last record.
With this data, Moneyz automatically calculates your real profitability, separating gains from appreciation from new contributions you've made.
You decide the frequency. Many users prefer to do it weekly (for example, every Sunday), but you can do it daily, biweekly, or monthly. The important thing is to maintain some consistency to get useful evolution charts.
Weekly recording is especially recommended because it keeps you connected with your investments without being too laborious.
Yes, you can generate public links to share your portfolio. You have two options: share with all monetary values visible, or share only the structure and percentages without revealing the exact amounts.
This is useful if you want to show your investment strategy to friends or family without necessarily revealing how much money you have invested.
Moneyz offers you several key metrics: total portfolio value evolution, cumulative profitability (differentiating between real gains and contributions), annualized return (XIRR), volatility between periods, and individual evolution of each asset.
You can also see statistics like your best and worst period, positive and negative streaks, and comparisons between different time points.
Absolutely. Your financial data is private and only you have access to it. We use Supabase with Row Level Security policies, which means each user can only view and modify their own data.
Additionally, we do not share information with third parties or use your data for any purpose other than providing you with the service.
Join investors who maintain conscious control of their portfolios. No limits, no tricks.
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