Moneyta is an AI-powered portfolio and wealth analytics platform designed to give investors a clearer view of their entire financial picture. Get a personalized Portfolio Health Score, AI-powered observations, risk insights, real-time alerts, and What-If portfolio analysis. Moneyta also helps track real estate equity, vehicles, valuables, insurance, and overall net worth in one place. Its unified activity feed records dividends, gains, fund fees, and expenses, while hedge-fund-grade financial books help keep records accurate and organized. Moneyta also offers AI-powered research, plus secure read-only connections with ChatGPT and Claude. Your financial data stays protected with encryption and a PIN-encrypted Vault, and Moneyta never sells your data.
Moneyta
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