BetaHave an invite code? Beta members get 90 days of Gold, free — and we're still shaping the product around what people actually use.What ‘beta’ means →
Moneyta

Portfolio analytics for every investor

Understand your investments in plain English. Choose the plan that fits your portfolio.

Every plan starts with a 7-day free trial. Cancel anytime before it ends and you're never charged.

Moneyta is a portfolio analytics tool — not a registered investment advisor. We provide educational insights, not investment advice.

MonthlyAnnualSave 2 months

All paid plans include: health score, portfolio analysis, in-app alerts, Stock Idea Evaluator, Goodwin AI observations, the PIN-encrypted Vault (capacity varies by tier), real-estate, vehicle, and insurance tracking, and a unified net-worth view across every asset class.

Frequently asked questions

Everything you need to know about Moneyta plans and billing.

Absolutely. You can upgrade or downgrade anytime from your Account page. Upgrades take effect immediately with prorated billing. Downgrades take effect at the end of your current billing period.
You keep full access until the end of your current billing period. After that, your data — your portfolio, analyses, idea history, real estate, vehicles, Vault valuables, insurance policies, and alerts — is retained for 30 days so you can resubscribe and pick up where you left off. After 30 days it's permanently deleted. Prefer to pay less? Downgrade to a lower tier instead — your data stays.
Every plan starts with a 7-day free trial. We collect a card up front, but you're not charged until day 8 — cancel anytime before then from your Account page and you'll never be charged. Beta members with an invite code get 90 days of Gold free instead.
Your data is encrypted at rest (AES-256) and in transit (TLS). We never sell your data or share it with third parties. See our Privacy Policy for full details.
No. Moneyta is a portfolio analytics tool — not a registered investment advisor, broker-dealer, or financial planner. We provide data-driven insights and educational analytics to help you understand your portfolio. All investment decisions are yours. Nothing on Moneyta constitutes investment advice, and our analytics should not be relied upon as the sole basis for any investment decision.
We're building an Enterprise offering for RIAs, broker-dealers, and financial firms — with white-label customization, compliance tooling, and multi-client management. Interested? Reach out at enterprise@moneyta.app and we'll keep you in the loop.

Still have questions? Contact our team