How-To Guides
Short, step-by-step walkthroughs for getting the most out of Moneyta.
Track everything you own
Import your portfolio from your broker
Get your holdings into Moneyta in minutes. Export a CSV or Excel from your broker, snap a screenshot, or add assets by hand. Here's exactly where to find the export for the major brokers.
Type or paste your holdings
No file needed. Type your tickers and shares, or paste rows straight from a spreadsheet or broker statement. Moneyta figures out the format for you.
Import a screenshot of your holdings
No CSV export? Snap a picture of your broker's holdings screen and Moneyta reads the positions straight from the image. It works for any app, including Robinhood.
Add assets one at a time
Building a portfolio by hand, or just exploring? Search for each stock, ETF, crypto, or metal and add it with its share count, one row at a time.
Set a target allocation
Tell Moneyta your ideal mix and we'll track how far your portfolio has drifted from it. The drift panel on your dashboard is the fastest way in.
Create your first alert
Get notified when a position's weight, a sector's concentration, or your health score crosses a threshold you care about.
Your Activity feed: every dollar in and out
Your Activity feed is one time-ordered record of every financial event across your whole Moneyta picture, dividends, realized gains, fund fees, and the expenses you log. Here's what it shows and exactly where each entry comes from.
Track real estate & mortgages
Add your properties and mortgages so your real-estate equity flows into your true net worth, a Moneyta feature most portfolio tools don't have.
Track vehicles & loans
Add cars and their loans so vehicle equity is part of your complete net-worth picture.
Track valuables in the Vault
Jewelry, watches, precious metals, art: store and value your physical assets privately in the encrypted Vault, and include them in net worth.
Set up & manage your Vault PIN
Your Vault encrypts valuables (jewelry, metals, watches, art) with a PIN only you know. Here's how to set it up, change it, and recover access if you ever forget it.
Connect Moneyta to ChatGPT or Claude
Ask ChatGPT or Claude about your own portfolio. Connect Moneyta once and your AI assistant can read your holdings, health score, risk metrics, and net worth, securely, read-only, and scoped to your account.
Moneyta for Claude & ChatGPT: the full connector guide
Everything about Moneyta's read-only MCP connector, what it does, how to connect Claude or ChatGPT, the tools and one-click skills, plans and credits, troubleshooting, and privacy.
Connect your broker (auto-sync your holdings)
Skip the CSV: connect a supported broker and Moneyta pulls your holdings and activity automatically, keeps them in sync daily, and reconciles them against the trades you record. Here's how to connect during setup, choose which accounts sync, and add more accounts or brokers later.
Track the whales: institutional and insider filings
Four times a year the largest investors in the US publish what they hold, and company insiders report their own trades within two business days. Here's where all of that lives in Moneyta, how to read it, and the traps that make this data mislead people.