HomeFinanceMoning

Moning Product Information

Moning — Manage and boost your wealth easily

Moning is a wealth management platform designed to give you a global view of your assets, insightful analytics, and AI-powered guidance to help you make better investment decisions. It emphasizes education and transparency, offering tools to track performance, dividends, and potential opportunities across stocks, ETFs, funds, and cryptos. Note that Moning does not manage funds or provide personalized investment advice; data is for educational purposes and users should verify information independently.


Key capabilities

  • Global wealth dashboard: view performance, cost basis, total dividends, sector distribution, and other essential metrics at a glance.
  • AI-driven insights: exclusive AI Analysis comments on your portfolios and AI Trainer to deepen your market knowledge.
  • Dividend planning: Dividends calendar with visibility on upcoming payments and a year-long consolidated chart.
  • Safety scoring: Dividend and Growth Safety Scores help you assess stock attractiveness for income or capital appreciation.
  • Screeners and information sheets: quick stock/ETF/crypto screeners and comprehensive information sheets to identify opportunities.
  • Public portfolios and community insights: explore public portfolios and member activity for inspiration.
  • Educational emphasis: platform is designed to enhance your understanding of the stock market and investment concepts.
  • Accessibility: create an account for free and start exploring immediately.

How to use Moning

  1. Create a free account. Sign up to access the dashboard and tools.
  2. Add assets or link accounts. Import or input your holdings to generate a personalized view.
  3. Explore AI insights. Use AI Analysis to get commentary on your portfolio and leverage the AI Trainer to learn about indicators and charts.
  4. Check dividends and growth. Review the Dividends calendar and use Safety Scores to refine your strategy.
  5. Screen for opportunities. Use quick screeners to identify potential investments and view detailed information sheets.
  6. Review public portfolios. Browse public portfolios for ideas and benchmarking.

Safety and transparency

  • Moning does not manage funds and does not provide personalized investment advice.
  • Data comes from multiple providers and may contain errors; verify information through additional sources.
  • Investments carry risks, including loss of capital; always perform your own due diligence.

Core Features

  • AI Analysis: portfolio commentary generated to aid understanding.
  • AI Trainer: interactive learning tool to improve your market knowledge.
  • Dividends Calendar: track upcoming dividend payments and visualize them over a year.
  • Dividend and Growth Safety Scores: evaluate stock attractiveness for income or growth.
  • Public Portfolios: view and compare with public member portfolios.
  • Stock/ETF/Crypto Screeners: quickly identify opportunities with detailed information sheets.
  • Comprehensive Dashboard: performance, cost basis, dividends, sector distribution, and more.
  • Free account: start using the platform without an initial payment.
  • Educational focus: emphasizes understanding and learning about investments.