Monk Portfolio

The fastest way to bring your portfolio together — privately.
Take a screenshot of any brokerage app. Monk Portfolio reads it with AI and extracts your holdings in seconds. No CSV exports, no manual ticker entry, no connecting accounts. Just a screenshot.
AI that knows your portfolio
Get news summaries filtered to what's actually in your portfolio. Ask the AI what asset classes you're missing, where your concentration risk is, or to generate a rebalance plan. It knows your holdings, your allocations, and how the app works — and it never stores your conversations.
Built around your privacy
Monk Portfolio uses passkeys — no email, no password, no personal information. A cryptographic key derived from your passkey encrypts your data locally before it ever leaves your device. The server stores only an encrypted blob it cannot read. Sync happens device-to-device through that encrypted blob. Nobody sees your portfolio but you.
Understand performance at a glance
See how each asset contributed to your total return, not just its own price change. 7 chart modes, a full period selector (1D to 5Y), and 21 customizable columns give you the full picture without noise.
Plan and rebalance with precision
Set target allocations for each asset. See exactly what's drifted, by how much, and what you'd need to buy or sell to get back on track. The AI can turn that into a specific action plan.
Designed for clarity
Multiple portfolios. Named, saved views. A compact dark interface built to show you what matters.
No ads. No tracking. No monetization. Built and maintained by a single independent developer.