Manage your portfolio. New Premium Benefit is Monery
Prepare your Investown report and compare it with your other investments. For investors with Premium 3 and 4 memberships, we added a new benefit in November — a free annual subscription to the Monera app.
What is Monery?
Monery is a web application in which you can follow performance of its investment portfolio. If you invest in multiple assets on different platforms, then Monery is for you. You can easily monitor the performance of your entire portfolio online in one place.
With Monera, you no longer have to switch between banking, broker apps and crypto wallets. At Monery, you can see the value and performance of all your investments — including those on Investown — in a single, easy-to-understand dashboard.
All you need to do is upload a report from a broker or an investment app to your account. Monery will clearly show you the strengths and weaknesses of your portfolio and other important indicators.
6 reasons to try Monery
- Complete portfolio overview in one place
Download the report from your investment app, upload it to Monera and keep an eye on all your investments.
You'll see
- current position,
- Dividends,
- geographical distribution,
- Compare performance with other assets.
- Automatic dividend tracking
The application itself generates a dividend calendar as well as payouts reports, it will allow better planning of investment income.
- Easy Tax Reports
You will see everything important in one clear report.
- Help with diversification
Managing portfolio risk and deciding what to do with it makes it easier to chart your investments by sector, region, currency or asset type.
- Support for multiple brokers
You can manage portfolios from T212, Degiro, IBKR, XTB, Revolut, Investown and more in one place without complications.
- User friendliness
The convenience of the application is enhanced by a modern interface, instructions for each broker and active support.
What indicators can you watch on Monery
Monery offers a wide range of indicators, thanks to which we will have an instant overview of the performance of its portfolio. We have selected for you the ones that interested us the most:
- Portfolio spread across assets, countries and currencies
- Which assets earn you the most money, and which, on the contrary, lose
- Which investment pulls the portfolio up or down
- Average monthly profit since portfolio creation
- Passive income — what your regular monthly income consists of
- A clear tax report
Activate Monery for a year for free
Unique code to activate Premium tariff upon Monery We send emails to investors who reach Premium membership level 3 and above. Didn't find your code in the email? Write to us by e-mail support@investown.cz.
How do you use your code?
- Find in your email Unique link, click on it and you're on Monery.
- Incorporate on Monery a new account under the same email address, which one you use to login to Investown.
- You will automatically receive a Premium tariff for 0 CZK.
- From the moment of activation, you have an active Premium plan for the whole year.
Investown Membership
At Investown, we offer our investors 6 levels of membership. The larger your portfolio, the higher the membership you get. With each additional level, you get more benefits, one of the main ones is the higher return on investment.
TIP: Read more about Investown Membership.
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