Monarch Investments

Investments is a beta feature available in web. To view, simply click on "Investments" in the left-hand column.

Our goal with Monarch Money Investments is to give users a way to analyze their entire investment portfolio spread across multiple institutions and accounts. We want to help you best visualize how you are invested so you can make informed decisions using that information.

Thus feature pulls data through our same data partners, displaying all of the important properties of the holdings along with calculating the value of the portfolio, and the profit based on when things were purchased. 

Users will be able to analyze their portfolio and compare to the S&P 500, and US Stocks and Bonds.

Explanation of Terms

% Allocation Percent of asset allocation shows the balance your holdings have distributed across mutual funds, stocks, exchange-traded funds, cash, derivatives, fixed income securities, loans, or other.
Class Investment type (mutual funds, stocks, exchange-traded funds, cash, derivatives, fixed income securities, loans, or other).
Cost Basis The original purchase price of an investment.
Current Price The present value of a holding.
Quantity The number of shares held of a particular security.
Security A financial instrument that holds monetary value, representing ownership of that instrument. A held investment.
Total Gain / Loss The change in value of a security. The purchase price subtracted from the current price, divided by the difference of the purchase prices of the security.
Total Value The financial value of a held security. The current price times quantity held.

As this is a beta feature, some improvements are still being made. If any of your investment data is missing or incorrect, reach out to support and provide the correct and currently displayed info.

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