Track All Your Assets and Portfolios
in One Local Application
With Ease and Maximum Discretion
All In One Place
• Track any asset or liability.
• Direct access to global market data.
• Interactive Brokers® connectivity.*
• Advanced portfolio management and rebalancing tools.
Maximum Discretion
• Installs and runs on your PC or Mac.
• Your data is shared with no one.
• From an independent Swiss company.
• Your data, your rules—full control at all times.
Self Directed Trading
• Tailored for independent investors.
• Organize and structure your portfolios.
• Prioritize with custom watchlists.
• Diversify with greater clarity and ease.
Comes With a Free Plan
You can use InvMon completely free for an unlimited time with a feature set that covers basic use cases. If you choose to upgrade, enjoy a paid plan free for the first month.
Own Your Data
Download and install InvMon locally on your PC or Mac. That’s right—your data stays on your hardware and is never shared with anyone, not even us. Verifiably secure! **
Easy Yet Powerful
Download, install, and get started in minutes. Add your main account balances with just a few clicks. Then, dive deeper by adding portfolios and positions as needed.
InvMon is a tool that empowers independent investors to diversify confidently, react swiftly to market changes, and maintain full control over their data—all with minimal time investment.
InvMon for Your Complete Asset and Investment Tracking
Monitor all your assets effortlessly. Set up and track account balances with ease, and organize your holdings with customizable structures and sub-totals. Generate instant charts, view changes over time, and seamlessly handle foreign currencies with automatic conversion rate lookups, both current and historical.
InvMon for Portfolio Management and Performance Tracking
Integrate broker accounts into your asset overview and manage multiple portfolios. Group portfolios, run parallel simulations, and set investment targets to compare actual vs. target values at a glance. Access instant performance reports at every level, and act quickly with auto-generated rebalancing orders.
Missing a Feature? Share Your Ideas!
InvMon is a fresh and intuitive tool from a passionate Swiss software company that values your input.
If there’s a feature you’d like to see, or if you want to weigh in on planned updates, visit our feature board to up-vote, down-vote, or add your own suggestions.
* We’re not affiliated with Interactive Brokers®. You don’t need an IB account to use InvMon.
** You can verify (and enforce) that none of your data is shared by using an application firewall product of your choice (this is optional and only needed if you don’t trust us and want to be extra sure).