Dedicated Portfolio View
InvMon features a dedicated view for broker accounts to facilitate a rational, goal oriented approach to portfolio management.
Every broker account that is added to the Accounts & Balances panel adds a new portfolio management entry to the top navigation menu. Select it and enter a specialized and customizable view layout to track and manage the account’s watchlist entries and positions.
Web & Mobile Access
Keep an eye on your portfolios wherever you are. In a single click, InvMon publishes a private, read-only snapshot of your holdings that opens in any web browser — on your phone, tablet or another computer — with no companion app to install and nothing to sign in to.
Just scan the QR code InvMon shows in the app, and your portfolio view opens instantly on your mobile device. The link carries a random key that only you hold, so your data stays private.
The snapshot is fully anonymized with no personally identifying information, and you stay in control: disable access anytime and the link is instantly invalidated.
Structured Portfolios
Keep it simple and view a broker account as one portfolio, or organize your holdings in InvMon with more structure by organizing your positions and watchlist entries across multiple portfolio groups and sub-portfolios.
Take advantage of InvMon’s live data break-down features and view charts and performance sheets on any level – on single positions or gradually consolidated up to the portfolio, the portfolio group, the account and across accounts.
2-Level Watchlists
InvMon offers distinct watchlists on the level of the portfolio and portfolio group. But not only that: you can prioritize your watchlist into “candidates” and “others”.
Candidate entries are simply watchlist entries of special interest. The use of this distinction is of course optional.
In the screenshot to the right, we see positions, candidates and watchlist entries. The position and size of these panels is adjustable.
Simulation Portfolios
With InvMon you can easily compare scenarios. Consider a broker account where you follow the three portfolio principle: one domestic, one international and one fixed income portfolio.
With InvMon you can easily set this up as a portfolio group. And then set up a portfolio group with the same structure next to it–but in simulation mode, and compare your actual performance with the simulated one (that you may be managing more or less aggressively).
Set Hedging Targets
You can set a hedging target as a percentage of a portfolio’s target exposure. You define the semantics. To give you an idea, three examples: A portfolio…
- …with 6 long tech positions: 0% hedged.
- …with 3 long tech positions and 3 short tech positions: 50% hedged.
- …containing only put options: 100% hedge value.
Compare these hedge values (target vs actual) and see how they contribute up to the portfolio group and account level.
Custom Instruments
InvMon has access to quotes of close to 200,000 stocks and ETFs, as well as hundreds of crypto currencies. But perhaps a particular holding of yours is not among them. No problem!
Track such positions using InvMon’s Custom Instrument type. Import trade executions from a CSV file or enter them manually. And simply enter price data points, present or past, at your discretion.
Interactive Brokers® Connectivity
InvMon can connect to your existing Interactive Brokers® account via a locally running IB Trader Workstation (TWS) and synchronize data in real-time.
This includes a powerful portfolio import and synchronization feature as well as the ability to submit orders directly out of InvMon and receive associated trade execution notifications.
Note: we’re not affiliated with Interactive Brokers®. If you’d like to have us working on an integration with another broker, let us know on our feature board.
Market Scanner
Looking for your next opportunity? InvMon’s built-in Market Scanner taps into the real-time market scanning service of your connected Interactive Brokers® account to surface instruments that match criteria you define — top percentage gainers, most active by volume, prices breaking above a moving average, and many more.
Refine the results with filters for price range, market capitalization or average volume, and even Recognia technical events. Matching instruments land directly in a portfolio’s Candidates or Watchlist panel, ready for you to research and rate.
Run a scan whenever you need fresh ideas, and keep your candidate list from growing stale by rotating in new results on each run.
Rate Your Holdings with Your Favourite AI
InvMon includes a built-in MCP server — a standard connection point for AI assistants — so you can put the AI of your choice to work on your portfolios. Point any MCP-compatible client at InvMon and it can read your positions and watchlist entries, pull the price history it needs, and hand back a rating for each one, together with the reasoning behind it and an optional price target.
You can also have your AI research the broader market and record its read as the portfolio’s sentiment, anywhere from bullish to bearish. It becomes a signal you can weigh in your own decisions.
And you stay firmly in control. Every AI rating arrives as an analyst rating — a recommendation with its rationale attached — that never moves your targets on its own. Review them next to your own view, adopt the ones you agree with to update your InvMon ratings and target weights, and ignore the rest. Your decisions, not the AI’s, drive your rebalancing.
The MCP server is included with every paid InvMon plan.
Tracking Portfolios
Track any portfolio from any broker in InvMon using all of InvMon’s portfolio management features. Get stock, crypto and currency quotes for your holdings via a connected Interactive Brokers® account.
Intuitive Support for Short Positions
InvMon’s exposure and profit-and-loss charts easily handle short positions side by side a portfolio’s long positions. Spot your short positions in charts based on color or position (customizable ordering).
Two Distinct Portfolio Weighting Models
Investment targets are classically expressed using percentages. InvMon supports this approach but also offers an alternative relative weighting model using a simple small/medium/large notation (with an optional sub-level for improved control where needed).
The advantage of this? An even easier way to define targets and manage and rebalance your portfolios.
The weighting model is set on the portfolio group and can be changed at any time.
Continuous Actual vs. Target Comparisons
Compare your current vs. target exposure at one glance thanks to a special chart type that shows both values in one chart.
Moreover, InvMon continuously checks for differences and displays rebalancing orders to help you spot the need for action. With a connected Interactive Brokers® account you can even submit these orders with just a few of clicks.
Introducing: Delta Orders
InvMon lets you take control by setting clear investment targets for your positions and portfolio exposure. While it’s not an algorithmic trading system that generates its own recommendations, it excels at tracking your current holdings and comparing them against your defined targets.
When the difference between an actual position and your desired target exceeds a limit you’ve defined, a rebalancing order called Delta Order is displayed, allowing you to easily rebalance positions and get back on target. If needed, you can also dismiss a delta order, and as a consequence have InvMon re-adjust your target accordingly, with just a click.
Built-In Quotes & Charts Data Feed
InvMon comes with a built-in, ready to use data feed for quotes and charts covering close to 200,000 stocks and ETFs, 350+ crypto currency rates and 168 world currency rates.
This service comes pre-configured and ready to use. If you do have an Interactive Brokers® account, you can choose between market data from either the IB account or the built-in feed.
The built-in data feed is delayed. The timeliness of IB data depends on your IB market data subscriptions.
See our FAQ page for more information.