Investments with Monarch on mobile

All of your investments in one place

It's a pain to track investments across multiple accounts and brokers. Monarch makes it easy to track all of your investment holdings in one place.

Powerful portfolio analysis tools

Compare your portfolio performance to key benchmarks, identify the top movers in your portfolio, and chart your allocation so you know exactly what you're invested in.

Investments with Monarch on web
Chart your entire portfolio
Sync your holdings from multiple brokers to fully understand your portfolio's performance.
View your allocation
See how your investments are allocated to different asset classes so you can adjust to your risk profile.
Historical performance
Analyze your holdings' performance across any time range and compare your portfolio to key benchmarks.

The modern way to manage your money

Monarch is an all-in-one platform that brings together everything you need to optimize your finances. Join thousands of families using Monarch to achieve financial resilience.