Artificial Intelligence
The intelligent platform for investing and financial analysis.
Build smarter investment workflows, create intelligent financial agents, and bring your financial operations together with one AI-powered workspace.
Portfolio Overview
Updated Nov 7, 2026 · 09:30 ET
Live
Assets Monitored
$24.8M
+4.2% this week
Active Signals
128
12 new today
Research Tasks
36
8 due this week
Workflow Completion
98.6%
Last 30 days
Market Signals
30D
Built for modern finance teams
Intelligent Workspace
Centralized intelligence for your financial operations.
Financial Agents
Purpose-built agents for recurring investment workflows.
Secure Ecosystem
Thoughtful controls for sensitive financial information.
Trusted by Industry
A connected platform for modern finance teams.
Financial Intelligence
A financial platform that moves investing forward.
Bring research, decisions, and execution into one intelligent environment. Monetrax helps your team adapt to changing markets, organize financial knowledge, and build consistent workflows.
Adaptable Infrastructure
Infrastructure that adapts to your workflow.
Configure Monetrax around your needs and scale from individual research tasks to coordinated team operations.
01
Quick Setup
Connect supported tools and organize your workspace with a streamlined setup process.
02
Custom Models
Configure model experiences around your investment strategies, workflows, and internal terminology.
03
Trusted Data
Work with connected, reviewed information sources and keep context close to every analysis.
Integrated Solution
Seamless integrations.
Connect Monetrax with your existing providers, data sources, and file systems. Bring relevant information into the workflows where your team needs it.
Cloud Storage
Bring research files, models, and shared folders into your workspace.
Productivity
Connect the documents, calendars, and task tools your team already uses.
Financial Data
Pull market data, filings, and pricing feeds into structured research.
Analytics
Send results to reporting and BI tools for deeper portfolio analysis.
CRM & Business Systems
Keep client, deal, and relationship context next to every decision.
Custom API
Connect approved internal services with a flexible, documented API.
Enterprise Ready
Made for modern finance teams and organizations.
Support complex financial workflows with visibility, governance, and configurable controls across your workspace.
01
Tailored Workflows
Configure processes around your team’s operating model and investment strategies.
02
Audited & Tested
Establish review practices and ongoing checks appropriate to your environment.
03
Full Data Visibility
Understand which data sources are connected and how workspace information is used.
04
Governance & Permissions
Manage roles, permissions, and policies across teams.
05
Single-Tenant Deployment
Explore dedicated environment options for organizations with stricter requirements.
06
End-to-End Encryption
Protect information in transit and at rest with modern encryption standards.
Unified Intelligence
Everything you need to manage investing decisions.
Bring decisions, research, and execution together so your team can move with better context and greater clarity.
01
All Your Investing Decisions and Actions in One Place
Centralize decisions, notes, and follow-up actions to keep context visible and make team handoffs easier.
02
Accurate Research Across Your Financial Data Sources
Bring internal and external information into a structured research workflow, with source context available for review.
03
Intelligent Workflows and Automation with Agents
Use financial agents to support defined tasks, monitor selected signals, and help keep recurring processes moving.
Industry Trust
Why investors and teams trust a connected platform.
Give your team a more organized way to work with research, automation, and financial information.
“
Monetrax helped us bring recurring research tasks into a more consistent workflow. Our team can spend more time evaluating the findings.
Jordan Ellis
Portfolio Manager
“
The agent workflows make it easier to handle repeatable tasks while keeping our analysts focused on strategy.
Daniel Morgan
Head of Research
“
Having connected sources and shared context in one workspace makes collaboration much more straightforward.
Emily Carter
Investment Analyst
“
We can adapt workflows to our process instead of forcing the team into disconnected tools.
Michael Reed
Operations Lead
“
Research feels more structured when the supporting information is close to the work.
Sophia Bennett
Research Analyst
“
The platform gives our team a practical foundation for improving how we coordinate financial work.
Oliver Hayes
Strategy Director
Transparent Pricing
Simple pricing that scales with your needs.
Flexible plans for individuals and teams as investment workflows grow in complexity.
Monthly
Yearly
Save 30%
Starter
$0
/ user / month
Start investment workflows with built-in intelligence and automation.
Automated workflows
Prompt library
Financial agents
Research across connected data
Secure workspace foundations
Professional
Popular
$49
/ user / month
Scale investment workflows with more advanced automation.
Team workflows
Advanced agents
Custom model configuration
Priority workflow execution
Expanded governance options
Team
$99
/ user / month
Coordinate shared investment workflows across your organization.
Multi-user access
Shared data visibility
Role-based permissions
Collaborative workflows
Team analytics
Prices are per user, per month. Yearly plans are billed annually. Taxes may apply.
Compliance First
Secure by design.
Build confidence with clear access practices, thoughtful data handling, and safeguards designed for sensitive financial workflows.
SOC 2
CCPA
ISO 27001
GDPR
Encrypted
See exactly how we handle access, data, and vendors on our compliance page.
Answering Questions
Everything explained to help you move forward.
Find answers about the platform, pricing, security, workflows, and team collaboration.
How does Monetrax support investing workflows?
Monetrax brings research, connected data, AI-assisted tasks, and repeatable workflows into one workspace. Teams can organize information and coordinate their process more efficiently.
Is my financial data secure and compliant?
Monetrax is designed with responsible data handling in mind. Our security documentation explains the specific controls in place and the current status of each compliance program.
Does the platform support custom models?
Model configuration is available on supported plans and use cases. Contact our team to discuss the options available for your workflow.
Can I integrate existing data sources?
Monetrax connects with supported providers, file systems, and internal tools. Available integrations depend on your plan and workspace configuration.
How does pricing scale for teams?
Plans are structured for individual and team workflows. Review the pricing details above or contact sales for organization-specific requirements.
What compliance standards does the platform meet?
Our compliance page lists every independently verified standard and attestation. We only publish a certification once it has been formally confirmed.
Can I automate workflows using financial agents?
Agents can assist with defined recurring tasks such as organizing research or monitoring selected information. Important outputs should always be reviewed by a qualified person.
How does collaboration work across teams?
Shared workspaces, permissions, and collaborative workflows help teams coordinate information and keep project context accessible to everyone involved.
Get Started
Move investing forward with intelligence.
Start building smarter investment workflows with connected information, helpful automation, and a workspace designed around your team.