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Invest smarter, with less effort.
Thousands of investors use Money Peak to stay on top of their portfolios and make better decisions.
Maximize your investment potential
Money Peak helps you discover opportunities, save time and build wealth. All in one platform.
Wealth Overview
Stocks, ETFs, crypto, real estate, loans and more: all united in one clear view. Track gains, losses and the evolution of your total wealth in real time across all asset classes.
Learn morefinAPI & AI Import
Our AI importer automatically recognizes holdings and transactions from any format, whether CSV, PDF or screenshot. Alternatively, sync directly with your bank via finAPI.
Learn moreAI Market Reports
Receive a tailored overview of relevant market and sector events every morning, clearly presented and aligned with your portfolio. Also available as a podcast.
Learn morePersonal Portfolio Report
Your daily report explains which positions have moved and why. Read or listen to the summary and make informed decisions based on clear, contextual analysis.
Learn morefinAgent
Ask any question about markets, stocks or your portfolio. The finAgent responds with real-time data in the context of your individual wealth situation.
Learn moreAcademy
Train with a sample portfolio and an AI Companion that matches your investment strategy. Understand portfolio structure, allocation and individual positions.
Learn moreAI Research Assistant
Define questions or topics and receive personalized updates automatically at your chosen interval via email, push or in-app. Never miss a relevant development.
Learn moreUnlock your financial potential.
Even more features to grow your wealth.
Your data. Always secure.
Advanced security measures.
Money Peak employs state-of-the-art technology to ensure the highest level of security for your data.
- Enterprise-grade firewall with Stateful Packet Inspection (SPI)
- SSL encryption for all internal communication
- Immediate deletion of imported files after processing
- No temporary storage of uploaded files
Your personal data, our priority.
Your data is safe with Money Peak. Although we're largely free, we will never sell or share your data.
- 100% anonymized portfolio data
- No personal information stored
- No data exchange or trading
- AES-256 encryption for all portfolio data
All core features are and will remain free.
Comprehensive AI features at a price you won't find anywhere else.













