Getting started: build your first plate
From sign-up to your live dashboard in a few minutes: accept the terms, add holdings, set your risk profile, and run your first analysis.
- 1
Accept the Terms & Privacy
Right after sign-up, you'll accept Moneyta's Terms of Service and Privacy Policy. Moneyta is an educational analytics tool, not investment advice.
- 2
Add your holdings
Paste a list of tickers, upload a CSV from your broker, or search and add stocks one by one. We resolve each ticker's name and current price, flag any we can't find, and let you drop invalid rows in one click. Add a cost basis (what you paid per share) to unlock profit/loss tracking.
- 3
Pick your risk profile
Answer six quick questions so your health-score thresholds match how you actually invest, from conservative to aggressive.
- 4
Run your first analysis
We compute your portfolio health score, grade, and AI-powered observations, then take you straight to your dashboard.
