Software Alternatives & Startups

Officially verified details InvMon

InvMon is a personal finance software that provides a secure, locally-installed platform for tracking portfolios, accounts and any other investments with free market data and advanced rebalancing tools.

A startup from Basel, Switzerland that is founded by Tom Studer.

InvMon

InvMon Reviews and Details

This page is designed to help you find out whether InvMon is good and if it is the right choice for you.

Screenshots and images

  • InvMon Portfolio View (dark mode)
    Portfolio View (dark mode) //
    2025-10-27
  • InvMon Dashboard View (dark mode)
    Dashboard View (dark mode) //
    2025-10-27
  • InvMon Portfolio View (light mode)
    Portfolio View (light mode) //
    2025-10-27
  • InvMon Dashboard View (light mode)
    Dashboard View (light mode) //
    2025-10-27

Features & Specs

  1. Portfolio Tracking

    Track prices and monitor performance for all of your stock/crypto/ETF investments across all accounts.

  2. Personal Wealth Overview

    Track and visualize all of your assets, accounts, liabilities and possessions across time and for any currency

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Questions & Answers

As answered by people managing InvMon.
  1. Why should a person choose InvMon over its competitors?

    For anyone who likes the privacy/security of a locally installed application for the storing and visualization of a consolidated view of all personal accounts and investments.

  2. What makes InvMon unique?

    Sophisticated portfolio management and personal wealth tracking without using the cloud or mobile storage.

  3. How would you describe the primary audience of InvMon?

    Individuals with long term investment goals who take their own investment and stock picking decisions.

  4. What's the story behind InvMon?

    InvMon began in 2020 as a project focused on long-term investment tracking and portfolio rebalancing. Over several years of refinement, scope adjustments, and implementation, it has evolved into a powerful tool for managing investments and personal assets.

  5. Which are the primary technologies used for building InvMon?

    InvMon's technology stack is described in this blog post: https://invmon.com/2025/08/21/invmon-technology-stack/

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InvMon discussion

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Is InvMon good? This is an informative page that will help you find out. Moreover, you can review and discuss InvMon here. The primary details have been verified within the last quarter. So they could be considered up to date. If you think we are missing something, please use the means on this page to comment or suggest changes. All reviews and comments are highly encouranged and appreciated as they help everyone in the community to make an informed choice. Please always be kind and objective when evaluating a product and sharing your opinion.