AI That Does the Financial Research.
Research any stock, ETF, commodity or crypto asset, build a portfolio around your goals, and invest in the same app, with every figure drawn from real market data.
Moneda AI runs on Numa 1, our financial AI engine.
Moneda AI knows your portfolio and your goals, so every answer starts from where you are.
research, build, track
Research any company
Build a portfolio
Keep track
Ask about any stock, ETF, commodity or crypto asset. It reads the filings, the financial statements, earnings and news, works the figures out from the data, and shows you where each one came from. You get the strongest case for and against, side by side.
Give it your risk, your horizon and your goal, and it drafts an illustrative portfolio: the holdings, a weight for each and the reasoning behind them. Change any holding and it reworks the draft. Follow it on paper, then invest in it in the app when you are ready.
It watches what you hold and what you follow. Set a price alert, see how much of your money sits in one company, or replay how your holdings would have fared in 2008, 2020 and 2022. Ask for deeper research and it lets you know when it is done.
Meet Numa 1, the financial AI engine behind Moneda AI
Reads the source
Filings, statements, earnings and news.
Real figures
Every figure is calculated from the data.
Checks the web
For what filings miss, with sources shown.
Plain answers
Clear answers, with every finance term explained.
Made in Europe
Built by Moneda's team in Europe.
Build a portfolio that fits your goals
Builds the basket
Named US-listed holdings, a target weight each, and the reasoning.
Test it, then invest
Track it on paper from an amount you pick, then buy it in the app.
Imports what you hold
Send a screenshot, PDF or CSV. It rebuilds the positions here.
Copies an index your way
Say the Nasdaq-100 without tobacco. An approximation, backtested.
Stay on top of what you own
Watches what you like
Track a symbol, and get an alert when it hits your price.
Replays past market crises
How what you hold now would have fared in 2008, 2020 and 2022.
Spots concentration
How much of everything you hold in Moneda sits in one company.
Researches in the background
Ask for deeper research. It notifies you when it is done.
Answers you can rely on
Straight answers
When the data cannot support a view, it tells you plainly, so you never act on a guess dressed up as a fact.
Numbers you can trust
Prices and financials come from live market data and cited sources, never from the model's memory or its training data.
Strengths and weaknesses
For every company it shows what is going well and what is not, so you decide with both in view.
What really changed
It tells a price swing apart from a real change in the business, so a bad week does not rush you into a decision.
Your call, better informed
It lays out what it found and leaves the decision to you. It does not tell you to buy or sell.
The more you use it, the better it knows you
Remembers what matters
Your goals, preferences, rules and past decisions carry over.
Picks up where you left off
It keeps notes on companies you follow and starts from last time.
Explains at your level
Answers match what you already know. New terms go in a glossary.
You control what it keeps
Ask it to forget something, or use a temporary chat.
Your Moneda account inside Claude and ChatGPT
Ask about your real account
Connect Moneda MCP and the AI you already use can answer about your real balances, spending and transactions. Included with Premium and Ultra.
See everything it does
Every action a connected AI takes on your account is listed in the app for you to review.
You control access
Choose what a connected AI can see and do, and change its permissions whenever you want.
Four steps to a trade
1. You ask
Tell it what to buy or sell and how much, in your own words.
2. It prepares
The order is built and sent to your phone, ready for you to review.
3. You check
The holding and the amount, laid out clearly for you to check.
4. You approve
One look or one touch signs it with your passkey, and it is done.
Built for humans and agents
The same tools are open to you over MCP, a REST API and a command line, under the same permissions your own account has.
Ask Away Then Invest
Open the app and ask how a company makes its money, or how to build a portfolio around your goals. The difference shows up in the first answer.
