Your smart financial companion.

Monitor your wealth and leverage personalized AI insights for smarter investment decisions.

Intelligent Portfolio Advisor

MoneyPeak empowers you to make smarter investment decisions with AI-driven insights. Our platform combines easy-to-use portfolio tracking with intelligent wealth-building strategies.

Get a clear view of your investments, receive personalized advice, and access AI-powered insights to optimize your financial decisions. It’s like having a financial expert by your side, guiding you through every step of your investment journey

Core Features

Your AI-powered financial toolkit.

Your investments at a glance.

Our intuitive dashboard offers a comprehensive view of your current investments, blending historical data with real-time updates, and allows easy comparison with various indices and benchmarks, giving you instant insight into your financial standing.

Optimize your investment strategy with our AI-powered market and portfolio reports. Our adaptive system gets to know you better over time and delivers increasingly personalized recommendations for your investment success.

Effortless data import.

Our AI-powered import process for documents, or finAPI integration, effortlessly handles all formats, saving you time.

Market Analysis

Our Market Analysis section provides reports on macroeconomic trends, market sentiments, and soon your portfolio’s performance in context.

Virtual Portfolios

Explore investment strategies risk-free in our virtual world. Test ideas without real money, with personalized portfolio recommendations coming soon.

Buy & Sell System

Our Buy & Sell System alerts you when positions hit custom thresholds, set per portfolio or stock for hands-off monitoring.

Philosophy

Simplicity, trust, and your success.

Affordable simplicity

We’re tired of overpriced portfolio tracking solutions and limited access to personalized wealth advice.

As private investors, we’ve created an affordable, community-driven product. We believe personalized wealth management should be accessible to everyone, not just the wealthy. Without unnecessary frills, we focus on delivering a practical financial tool that democratizes intelligent investment guidance. Our mission is to make sophisticated wealth management accessible to all. We’re constantly improving our product based on our vibrant community’s feedback, ensuring Money Peak evolves to meet real user needs and expectations.

Your personal data, our priority.

Your information is safe with Money Peak. Despite offering free portfolio functions, we never sell or share your data. Instead, we employ multiple, sophisticated security measures to protect your information.

100% anonymized portfolio data
No personal information stored
Zero data sharing or trading
AES-256 encryption for all portfolio data

Advanced security measures.

Money Peak employs state-of-the-art technology to ensure the highest level of security for your financial data.

Extra-strong firewall with Stateful Packet Inspection (SPI)
SSL encryption for all internal communications
Immediate deletion of imported files after processing
No temporary storage of PDF/CSV files

Unlock your potential.

Additional features to boost your wealth.

Portfolio Allocation

Custom Assets

Clearing Account

Dark & Light Mode

Multilanguage

Privacy Mode

Stock Split Recognition

Performance Comparison

Portfolio Sharing

Two-Factor Authentication

Our community: the ♥ of Money Peak

Money Peak’s success is powered by our vibrant community. Your insights, feedback, and enthusiasm have shaped our platform into what it is today. As we continue to evolve and improve, your input remains invaluable. Together, we’re building a financial tool that truly serves your needs and aspirations.

Our journey has just begun: Accelerating towards smarter solutions.

We’re only scratching the surface of our potential. Our commitment to innovation drives us to continuously enhance our tools, making them more intelligent and powerful. The best is yet to come.