The Product
InvMon began in 2020 as a project focused on long-term investment tracking and portfolio rebalancing. Over several years of refinement, scope adjustments, and implementation, it has evolved into a powerful tool for managing investments and personal assets.
InvMon is designed for individuals with diverse and often complex financial portfolios. Typical users may hold brokerage accounts, invest in stocks and other financial instruments, or manage assets denominated in multiple currencies. The platform provides a streamlined way to consolidate these holdings into a single, coherent view.
With InvMon, users gain clarity across their financial landscape, enabling more informed and confident decisions—both today and in the future.
The Company
nCubate Software GmbH, the developer of InvMon, is based in Basel, Switzerland. As a boutique software firm, it is small by design—run directly by its founder with occasional input from trusted collaborators.
This lean structure is an advantage: decisions can be made quickly, features are developed efficiently, and the focus remains on quality rather than volume.
Support reflects the same approach. Messages to support@invmon.com are answered by the person who builds and maintains the product, ensuring responses that are both knowledgeable and definitive.
The History
InvMon’s roots go back to 2006, when I took a self-financed sabbatical to build an automated trading tool for personal use. The models initially performed well, but the 2008 financial crisis changed market dynamics and the project was set aside.
I then co-founded a software startup with three partners, developing the product ClubDesk, which continues to thrive today. Since 2021, I have returned to working independently.
What began as an experiment in long-term investment tracking gradually evolved into the vision for InvMon. In late 2022, I committed to transforming it into a professional end-user application. The journey has been challenging, but InvMon has now reached a point where the original vision has become reality.
The full development story is documented on the blog at ncubate.ch/blog.