Separate portfolios without a monetization cap.
One complete portfolio membership
MoneDash Pro
A serious portfolio workspace for investors who need more history, more capacity, and a clearer view across assets, institutions, and currencies.
Active transactions across the complete account.
Stocks, ETFs, bonds, crypto, cash, and property.
Built for portfolios that outgrow a watchlist
Pro is for self-directed investors who need an ongoing financial record—not merely a list of symbols and current prices.
Multi-currency investors
Understand a USD asset in the currency that matters at home, with market gain and exchange-rate impact kept visible rather than blended into one unexplained number.
Multi-account investors
Bring holdings from different brokers, banks, crypto accounts, and property records into one portfolio dashboard and allocation view.
Spreadsheet power users
Preserve transaction dates, fees, taxes, institutions, sold positions, income, and historical context without rebuilding the same calculations by hand.
The complete MoneDash workspace
Pro removes the evaluation-tier constraints and unlocks the analysis, reporting, and planning surfaces intended for regular use.
Unlimited portfolios
Separate institutions, goals, strategies, and real or simulated holdings without a plan-based portfolio limit.
5,000 transactions
Maintain up to 5,000 active top-level transactions across every portfolio and supported asset class in the account.
Historical mode
Reconstruct a prior portfolio date using the applicable positions, exchange rates, and available market sessions.
CSV exports and reports
Export supported owned and sold tables and generate a consolidated portfolio report with date, mode, and currency context.
Simulations
Model portfolio-wide and per-symbol changes without modifying the transactions in the real portfolio.
Earnings calendar
Review upcoming company earnings dates and available estimate or reported figures alongside relevant portfolio positions.
Weekly AI portfolio briefing
After explicit consent, generate a sourced weekly assessment that connects the current portfolio report with relevant recent news.
Pro feedback channel
Submit product feedback, bug reports, and data concerns from inside the application for review by the MoneDash team.
Six asset classes, with honest coverage boundaries
MoneDash combines provider-backed market observations with user-maintained records. Coverage depends on the kind of asset.
U.S.-listed stocks and ETFs
The listed-security workflow is centered on supported U.S. symbols, with current and historical observations supplied when the market data provider covers the instrument.
Supported bonds
Bond records combine available provider pricing with coupon, payment-frequency, accrued-interest, and maturity calculations.
Supported crypto assets
Crypto positions use supported USD-quoted assets and a freshness policy designed for continuously traded markets.
Cash and property
Cash, funds, money-market, and CETES-style records use internal calculations. Property supports mapped locations, dated valuations, cash flows, improvements, sales, and media.
USD and the selected reporting currency
View portfolio values in USD or the user’s supported selected currency, with exchange-rate effects included where the required FX observation is available.
Live and historical views
Historical requests use the applicable available market date. Weekends, holidays, provider gaps, and different trading calendars can produce an as-of date different from the requested date.
MoneDash does not promise coverage of every exchange, symbol, bond, cryptocurrency, currency pair, address, or historical date. Availability and freshness depend on provider coverage, licensing, market sessions, and the accuracy of user-entered records.
Full product access still has clear boundaries
“Pro” means the complete customer product. It does not mean unlimited provider usage, administrative power, or guaranteed financial accuracy.
- 5,000 active-transaction ceiling
The limit is account-wide, not per portfolio. Stored sold rows, zero-quantity source rows retained for history, and each property count. Property valuation, cash-flow, and media child records do not.
- No administrator access
Pro is a customer role. User management, role assignment, platform diagnostics, and other Super Admin tools are never included in the paid plan.
- Market data can be delayed or unavailable
Quotes, fundamentals, FX, and historical closes can be stale, backfilled, or missing because of market hours, holidays, provider outages, symbol coverage, and licensing restrictions.
- Analysis—not brokerage or professional advice
MoneDash does not execute trades, custody assets, file taxes, or replace a broker, accountant, tax professional, or investment adviser.
- AI requires consent and availability
AI assessments are optional, generated under product limits, and depend on the configured model and news providers. They may contain errors and are not investment advice.
- Your records determine the result
Calculations rely on transaction dates, prices, quantities, fees, taxes, exchange rates, valuations, and cash flows entered or accepted by the user.
Free to evaluate. Pro for ongoing use.
| Access | Free | Pro |
|---|---|---|
| Portfolios | 2 | Unlimited |
| Active transactions | 10 total | 5,000 total |
| Asset classes | All six | All six |
| Historical mode | Not included | Included |
| CSV exports and reports | Not included | Included |
| Simulations | Not included | Included |
| Earnings calendar | Not included | Included |
| Weekly AI briefing | Not included | Included |
| Pro feedback | Not included | Included |
| Admin tools | Not included | Not included |
One portfolio system
See the complete picture—not six disconnected accounts.
Use Free to evaluate MoneDash. When public enrollment opens, Pro will provide the capacity and analytical tools for an ongoing portfolio record.