Track All Your Assets in One Place
Manage all assets and liabilities in a simple tree structure. Add entries for bank accounts and broker accounts, entries for pension money and possessions, and liabilities like mortgages and loans down to the level of detail you like.
The tree is two-way-linked to the dashboard chart. Navigate the chart via the tree or the tree via the chart, interactively.
Organize Assets in Hierarchies
Assets and liabilities can be organized in groups and sub-groups (requires plan MONITOR or higher).
Every group represents a sub-total value that updates automatically and links to the dashboard chart interactively: click on a segment of the chart to drill-down to that entry in the tree. Click on an entry of the tree to update the focus of the chart.
Powerful Charts and Data Break-Down Options
Instantly switch charts to show various variables of interest, like absolute value, asset value and liabilities value, as well as exposure and other performance variables related to broker accounts.
Charts can be grouped by value groups, portfolios, positions, asset type, liquidity, maturity and currency, to name just a few options.
Across Time and Currencies
Enter historical values for your assets (or just use InvMon for a while) and get powerful time-series charts showing changes over time.
InvMon automatically looks up currency conversion rates (past and present), allowing you to view asset value changes over time expressed in you chosen base currency, effortless and easy.
Automatic Currency Conversions
Choose your desired base currency (or the currency of any of your holdings) from a growing list of currently 48 global currencies (see FAQ for details).
Conversion rates are looked up behind the scenes whenever needed (including historical values), allowing to view monetary values in base currency, account currency or position currency.
Track Any Broker Account With as Much Detail as You Like
Add your broker accounts to the Accounts & Balances tree like any other value position at their current liquidation value (supporting live data updates for Interactive Brokers® accounts).
Immediately see how any account contributes to your overall mix of assets. For more detail, select a broker account and enter InvMon’s dedicated Portfolio View for powerful portfolio management features.
Easy Import and Update of Balances
InvMon makes it as easy as possible to update the current balance of your value positions.
For Interactive Brokers® accounts, this happens automatically via connecting to a locally running IB Trader Workstation.
For all other accounts, values are simply input manually in the application or read in from an import file (CSV).
