InvMon
InvMon is finance software for tracking assets, investments, and portfolios in one secure, locally-installed application.
What is InvMon?
InvMon is a personal finance software offering a unified platform to manage accounts, savings, and investments. Installed locally on a computer, it ensures financial data remains private without relying on cloud storage. The software provides access to global market data, Interactive Brokers integration, and portfolio management tools. Users can track assets, organize holdings with customizable structures, and visualize financial progress instantly. It supports monitoring account balances, handling multiple currencies with automatic exchange rate updates, and comparing actual versus target investment values.
Categories
Features
Client Management
Fund Management
Investments Tracking
Performance Metrics
Portfolio Management
FAQ
InvMon belongs to the Investment Management category.
InvMon offers features such as Client Management, Fund Management, Investments Tracking, Performance Metrics, Portfolio Management.
No, InvMon does not offer a free trial.
Need help choosing this software?
Have questions about features, pricing, integrations, or implementation? Send an enquiry to the vendor and get the information you need.