Features

Everything Your Portfolio Needs.

Built for people who want to actually understand their money — not just stare at a number.

Portfolio Tracking

Every Dollar, Accounted For.

Stocks, ETFs, bonds, crypto, real estate, commodities, options — if you can invest in it, you can track it.

Add your holdings in seconds. MyMoneyMan pulls live market data so you always know what your portfolio is actually worth — not what it was worth when you last bothered to check. Track transactions, monitor dividends, and watch your allocation breakdown update in real time.

Because "I think I'm doing fine" is not a financial strategy.

  • Live quotes via Alpha Vantage
  • 12+ asset types supported
  • Transaction and dividend history
  • Allocation charts and net worth tracking
  • CSV import — bring your spreadsheet. We won't judge it.
9:41
Total Value
$84,219.55
▲ $612.40 (+0.73%)
Holdings
VTI42 sh$10,840 ▲
QQQ18 sh$7,632 ▲
AAPL60 sh$12,408 ▲
TLT25 sh$2,118 ▼
BTC0.21$14,202 ▲
VNQ30 sh$2,940 ▲
Stocks 52% ETFs 26% Bonds 12%
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AI Advisor

Ask Anything. Get Actual Answers.

An AI advisor that knows your portfolio, your goals, and your risk tolerance — and won't charge you $300/hour.

MyMoneyMan's AI Advisor isn't just a chatbot with a finance dictionary. It sees your actual portfolio, understands your goals, and gives you analysis tailored to your specific situation. Ask it to analyze your allocation, suggest improvements, explain your risk exposure, or give you a market outlook.

And unlike your brother-in-law, it won't recommend whatever stock he just bought.

  • Context-aware — knows your holdings, goals, and risk profile
  • Multiple AI providers: Apple Intelligence, Claude, ChatGPT, Llama
  • Apple Intelligence runs entirely on-device — your data never leaves your phone
  • Streaming responses — watch it think in real time
  • Full conversation history
9:41
Am I too exposed to tech?
Your portfolio is 38% tech (VGT, AAPL, MSFT, NVDA). That's high vs. your moderate profile (target ~22%).
Want to trim or rebalance into healthcare or international?
Suggest a rebalance.
Sell ~$3,400 NVDA, buy $1,700 VEA + $1,700 VHT. Keeps risk in line with your goals.
Ask anything…
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Advisor
Profile
Money Sprint

One Goal. Three Plans. Zero Guesswork.

Tell us what you want. We'll show you three completely different ways to get there.

Conservative

Sleeps-Well-At-Night Money

Bonds, treasury bills, the financial equivalent of a seatbelt. Steady, predictable, low drama.

  • ~55% bonds / 35% stocks / 10% cash
  • Projected 4–6% annual return
  • Low volatility
Aggressive

Volatility as a Personality Trait

Tech stocks, emerging markets, maybe some crypto if you're feeling spicy. Maximum growth potential.

  • ~85% stocks / 5% bonds / 10% crypto
  • Projected 8–12% annual return
  • High volatility

Each plan comes with detailed asset allocations, projected returns, monthly contribution amounts, and honest pros and cons. Compare side by side, adopt the one that fits, and track progress over time.

Choose Your AI

Four AI Providers. Your Choice.

Different brains, different strengths. Switch anytime.

Apple Intelligence

Runs entirely on your device. Maximum privacy. No API key needed.

On-device

Claude

Thoughtful, nuanced analysis. The advisor who actually reads the footnotes.

By Anthropic

ChatGPT

Fast, versatile, and always has an opinion. Read everything on the internet.

By OpenAI

Llama via Ollama

Open-source AI on your local network. For the technically adventurous.

Local network

Bring your own API keys, switch providers anytime, and find the AI that thinks the way you do.

Goal Tracking

Dreams With Deadlines.

Set it. Track it. Crush it.

"Save more money" isn't a goal. "$50,000 for a down payment by March 2028" is a goal. MyMoneyMan lets you define specific targets with amounts, dates, and notes — then tracks your progress on the dashboard so you can see exactly how close (or far) you are.

Pair your goals with Money Sprint to get AI-generated plans, or just use them as motivation to stop impulse-buying gadgets. We support both strategies.

  • Target amounts and dates
  • Dashboard progress tracking
  • Sprint integration for AI-powered planning
  • Multiple concurrent goals
9:41
Down Payment
Target: $50,000 by Mar 2028
$18,940 saved · 38%
Emergency Fund
Target: $15,000 by Dec 2026
$11,700 saved · 78%
Sailboat 🛥️
Target: $80,000 by 2030
$9,600 saved · 12%
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Advisor
Profile
Dark Mode

Easy on the Eyes. Easy on the Portfolio.

Full dark mode with a theme-aware design inspired by US currency — greens, golds, and creams that look just as sharp at midnight as they do at noon.

Light Mode
Net Worth
$127,432.18
▲ +1.02% today
Dark Mode
Net Worth
$127,432.18
▲ +1.02% today

Try Every Feature. Pay for None.

Free on the App Store. Cloud AI providers require your own API key — Apple Intelligence works out of the box.

Download on the App Store