Portfolio analytics for every investor

Absolutely. You can upgrade or downgrade anytime from your Account page. Upgrades take effect immediately with prorated billing. Downgrades take effect at the end of your current billing period.

You keep full access until the end of your current billing period. After that, your data (your portfolio, analyses, idea history, real estate, vehicles, Vault valuables, insurance policies, and alerts) is kept — we never delete it when a plan lapses, and it's restored the moment you resubscribe. You can also export or delete your data yourself anytime. Prefer to pay less? Downgrade to a lower tier instead.

Every plan starts with a 7-day free trial. We collect a card up front, but you're not charged until day 8. Cancel anytime before then from your Account page and you'll never be charged. Beta members with an invite code get 60 days of Gold free instead — no credit card required.

Yes. Everything is scrambled while it travels and where it's stored, using the same encryption standards banks rely on, and we never sell your data. We share it only with the service providers needed to run Moneyta, described in our Privacy Policy. Our Security page explains it all in plain English, and detailed technical information is available on request from Moneyta support.

No. Moneyta is a portfolio analytics tool, not a registered investment advisor, broker-dealer, or financial planner. We provide data-driven insights and educational analytics to help you understand your portfolio. All investment decisions are yours. Nothing on Moneyta constitutes investment advice, and our analytics should not be relied upon as the sole basis for any investment decision.

We're building an Enterprise offering for RIAs, broker-dealers, and financial firms, with white-label customization, compliance tooling, and multi-client management. Interested? Get in touch via our contact page and we'll keep you in the loop.