Managing your financial life shouldn’t require juggling multiple tools. With InvMon, you can track all your assets and liabilities, access global market data, and even integrate broker accounts—all in one seamless platform. Organize your portfolios, monitor performance, and utilize advanced rebalancing tools with ease. Whether you’re keeping tabs on investments, real estate, or personal accounts, InvMon brings everything together in a single, intuitive dashboard.

Your financial data is personal, and with InvMon, it stays that way. Installed and run locally on your PC or Mac, InvMon ensures that your information is never shared with anyone. As a fully independent Swiss software company, we prioritize your privacy and security above all else, giving you complete control over your data and peace of mind knowing that your sensitive information remains truly private.

Empower your investment journey with tools designed for the independent trader. InvMon lets you structure and organize your portfolios according to your strategy, create custom watchlists, and implement advanced rebalancing techniques to maintain your desired asset allocation. Focus on your long-term goals and make informed decisions, all while having a clear overview of your investments and the flexibility to act swiftly on new opportunities.

Understanding your investments is easier when you can see the whole picture. InvMon provides instant charts and summaries for all your assets, from top-level overviews to detailed insights. With just one click, drill down into specific data points to uncover trends and performance details.

Traditional investing can often be driven by impulses, leading to irrational decisions. InvMon helps you take a structured approach by setting clear targets for diversification, exposure and focus before selecting individual investments. This “inverted” method ensures every choice is aligned with your overall strategy.

With InvMon’s qualitative weighting model, you can define your portfolio’s structure using intuitive categories like small, medium, or large. This approach simplifies calculations and makes it easier to maintain the balance you’ve envisioned, reducing emotional biases and helping you stay on track. A classic weighting model using percentages is also available.

Navigating a multi-currency portfolio has never been easier. InvMon supports separate currencies across up to three levels, giving you full flexibility to manage totals, accounts, and positions independently. Choose your base currency from 27 global options and let InvMon handle the rest with automatic historical currency lookups and seamless conversions. Whether you’re tracking international investments or managing complex asset allocations, InvMon ensures you have a clear, accurate view of your portfolio across all currencies.