Moneyta Research
Most AI stock summaries ask you to trust a paragraph. Ours arrives with the argument attached: who claimed what, which claims were challenged, what survived, and the filing behind every number.
Named AI analysts read the filings, the fundamentals, the market signals, the ownership, insider activity, the valuation math and the news. Each takes one slice and nothing else, so no finding is a guess dressed as a fact.
A bull and a bear contest every claim and an impartial chair rules on each one. Claims that do not survive are struck through, not quietly deleted.
Each number traces to the SEC filing or dated article it came from. The score itself is arithmetic over the surviving claims — run it twice on the same evidence and you get the same number.
New — smart money, opened up
Every quarter, 500 of the largest managers disclose what they hold. We publish the books, the changes, and — unlike anyone else — what following them would actually have earned.
Top holdings and quarter changes for 500 of the largest managers, straight from their SEC filings. No account needed.
“Insiders are buying” is a headline. We show how often that actually worked, and how often it didn’t.
We replayed 26 quarters at the real filing delay. Some managers are followable. Most aren’t.
Follow any manager or stock and hear only when the filings change. Put a manager’s book, or a blend of several, beside your own portfolio. Every number explains itself.
Public regulatory data, explained. Educational analysis — insight, not advice.
Paste your holdings. Get a health score, personalized observations, and AI-powered insights. No jargon, no complexity.
7-day free trial · card required · cancel anytime. Not investment advice.
NewMoneyta Research — AI analysts read the filings and argue both sides before you read a word. See featured research →Type a few of your holdings. No account, nothing saved.
The Lifecycle of an Investor
A short look at how Moneyta grows with you: answering the hard questions as your wealth compounds, keeping hedge-fund-grade books underneath, right inside the AI chat you already use.
How It Works
No financial jargon. No spreadsheets. Just clear, actionable insight.
Copy-paste from your brokerage, upload a CSV, or type manually. We support all major formats.
Instantly see your portfolio health score out of 100, with a letter grade and personalized observations.
Goodwin, our AI narrator, explains what your score means in plain English and flags concentration, sector, and risk issues on your dashboard.
Features
Stocks and funds, real estate, vehicles, valuables and insurance, with hedge-fund-grade books underneath. Here's the shape of it; the details live one click away.
See how healthy your portfolio really is, hear about it when that changes, and test new ideas before you trade.
Your home, your cars, the valuables in your PIN-locked Vault, and the insurance protecting them, all in one net-worth view alongside your portfolio.
Every account in one place, records that always add up, taxes made understandable, and a running check that your numbers match your broker's. The discipline funds use, for your own money.
Agentic AI-powered research — analysts that read the filings and the numbers and argue both sides before you read a word. A description of the process, never advice.
For RIAs and broker-dealers: white-label analytics with your own scoring models. Enterprise details →
We never sell your data. Your account is encrypted at rest and in transit, and Vault items get an extra layer locked by a PIN only you know.
Read our security commitments →Simple Pricing
Stop guessing. Pick the plan that matches how you want to see your portfolio, from a quick health check to full AI-driven analytics you control. Annual billing saves you 2 months.
$9.99
per month
Quick health check
$19.99
per month
Deeper AI analysis
$39.99
per month
Full control, unlimited
Custom
tailored to your firm
Your brand, your scoring
FAQ
Paste your holdings and see your first analysis in about a minute. Start with a 7-day free trial, we'd love your feedback.
Start your 7-day free trial7-day free trial · card required · cancel anytime. Not investment advice.