How It Works

Up and Running in 3 Minutes.

No 47-page application. No credit check. No phone call with a "relationship manager." Just you and your money.

01

Tell Us About You

Quick onboarding interview — your goals, risk tolerance, investment interests, and any constraints (ESG? No crypto? No problem).

02

Add Your Holdings

Type them in manually or import from CSV. We pull live market data automatically — no manual price updates ever.

03

Start Asking Questions

Chat with the AI advisor, generate Money Sprint plans, or just enjoy watching your portfolio dashboard update.

That's it. No 47-page application. No credit check. No phone call with a "relationship manager." Just you and your money.

What Onboarding Looks Like

Three Minutes, Tops.

A handful of plain-English questions. No jargon, no quizzes you need a finance degree to pass. Pick from chips, drag sliders, tap an icon — the app figures out the rest.

  • Risk tolerance: 5 simple options
  • Goals: just name them, add a date
  • Interests: ESG, dividends, growth, income
  • Constraints: anything you want to avoid
9:41
What's your risk tolerance?
You can change this anytime.
Moderate
Balanced growth & stability
Conservative
Steady, low volatility
Aggressive
High growth, high volatility
Continue
Dashboard
Portfolio
Advisor
Profile
Pricing

Free. As In Actually Free.

No subscription tiers. No "premium" features locked behind a paywall. No "free trial" that quietly starts billing you.

We know — a finance app that doesn't nickel and dime you. Ironic? Maybe. Refreshing? Definitely.

"How Do You Stay In Business?"

Great question. Honest answer: we built MyMoneyMan because every finance app we used either sold our data, locked the good stuff behind a paywall, or did both.

The plan is to monetize by being good — premium concierge tiers down the road, optional paid features that genuinely cost money to provide, and partnerships that don't involve your information. Until then, the app is free because making it free is the point.

Read Our Privacy Approach

Three Minutes From Now, You'll Have a Better Handle On Your Money.

Or your money back. Which is easy because there's no money involved.

Download on the App Store