Investments (beta) live and more!

Investments (beta) live and more!

Investments (beta) live!

We’re happy to announce that our investments feature is now live on Monarch!

 Robust investment analysis has understandably been one of our most requested features. We’ve been working hard on this and are excited to finally share it with you.

 Our investments feature allows you to:

  • Analyze your entire portfolio across multiple financial institutions and accounts

  • Understand your asset allocation across your entire portfolio (including across financial institutions and accounts)

  • See how your entire portfolio is performing against common industry indexes

  • Evaluate investment performance and returns at an institution, account, and holdings level.

  • Much more!

Finally, we will be rolling out a number of improvements to our investments feature over time (including Crypto support!) so it’s only going to get better.

While we’re in beta, let us know if your investment information looks right and share feedback on what would make the feature better. The info you send will go straight to our product team so that we can immediately make improvements.

Spending by Merchant

Spending by Merchant

Now, you can visualize your spending at each merchant per week/month/year the same way you can for a spending category.

Other Improvements

  • Improved net worth chart on mobile. Now you can easily see your broken down by types of assets and liabilities in the mobile app. Live on Android, and included in the next version of iOS.

  • Fixed a bug in the mobile app where we were incorrectly showing zero dollars remaining in a category as over budget with a red indicator. Live on Android, and included in the next version of iOS.

  • Fixed a bug with the CSV download where transactions were not sorted correctly.

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.