Money Minx logo

Money Minx

by Money Minx · Since 2020
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SoldAvailable globallyCloudOn-premise
Quick facts
VendorMoney Minx
Year launched2020
StatusSold
LocationSan DIego, CA US
Countries servedGlobal
Languages5
IntegrationsN/A
Free tierNO
Free trialNO
Contact salesNO

About Money Minx

Money Minx is an investment management software designed to help users easily track, manage, and optimize their financial portfolios.

Money Minx was a personal finance and investment tracking platform built to help everyday investors see their full financial picture in one place by aggregating assets, debts, crypto, alternative investments and more, and offering tools for net worth tracking, planning and analysis. The idea behind it was to act like a “personal finance operating system” that lets users view and manage all their financial accounts in whatever currency they hold them, rather than juggling spreadsheets or separate apps. Users appreciated its modern interface and integrations with a wide range of financial accounts, which made it easier to visualise investments and understand overall financial health, and early reviews highlighted its intuitive design, ease of connecting accounts and helpful forecasting features. However, the original Money Minx platform is no longer available under that name, as it has been acquired and integrated into Arta Finance, a broader financial platform that now hosts many of the tools and features that Money Minx offered. This transition reflects a shift from a standalone personal finance tracker to part of a more comprehensive wealth management ecosystem.

Pros & Cons

Pros
  • Consolidates all investment accounts in one place for easy tracking
  • Provides clear and concise reports on investment performance
  • Offers personalized recommendations for optimizing investment strategies
  • Helps users set and track financial goals
  • Simplifies the process of rebalancing portfolios for maximum returns
Cons
  • Standalone availability may be limited due to integration into a larger platform ecosystem.
  • Pricing details vary and may require a subscription for full functionality.
  • Automatic data syncing depends on third-party integrations and may not cover all regions or institutions.
  • Not a financial advisory tool, primarily focused on tracking and insights rather than giving investment advice.

Features

Key features

Net Worth Tracking

Lets users see their total net worth by consolidating assets, investments, debt, crypto, NFTs, and more in one place.

Multi-Asset Portfolio Tracking

Tracks traditional investments, alternative assets, and digital assets across accounts and currencies.

Dashboard and Reporting Tools

Provides customizable dashboards and reports to visualize financial health and performance.

Open Banking Integration

Supports connections to financial accounts through third-party providers to automatically import data.

AI-Driven Insights

Uses analytics to help users identify risks, trends, and opportunities in their financial data.

Additional features

Comprehensive Asset Coverage

Supports tracking of stocks, crypto, real estate, private equity, and other investment types.

Debt and Liability Management

Includes liabilities alongside assets to give a complete net worth view.

Goal Planning Tools

Allows users to set financial goals and track progress over time.

Cross-Currency Support

Handles assets and accounts across multiple currencies.

Custom Alerts and Notifications

Provides updates on significant changes in portfolio or financial metrics.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
5
Interface languages
11
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalian

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇨🇦CAD🇦🇺AUD🇯🇵JPY🇨🇳CNY🇨🇭CHF🇸🇪SEK🇳🇴NOK🇩🇰DKK

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