My Money Month
A personalized monthly report card for your financial life. What you spent, how your portfolio moved, what macro events hit your holdings, and exactly what to do next month. Like a financial advisor review, except it is $20 instead of $2,000.
Enter Your Data
Add your holdings, income, and spending categories. Takes 5 minutes. Only needs to be done once, then we remember it.
AI Crunches the Numbers
Our AI cross-references your portfolio with real market data, macro events, and your spending patterns.
Get Your Report
A personalized, plain-English report card with grades, insights, and action items. Drops on the 1st of every month.
Your Personalized Report Is Waiting
Enter your holdings, income, and goals. Get a monthly AI-generated report card with your portfolio grade, personalized insights, macro impact analysis, and a prioritized action plan.
Get Your Money Month Report
Members get a personalized monthly report card that breaks down exactly what happened to their money and what to do next. Like having a financial advisor for $20/month instead of $2,000.
Know Your Money. Every Month.
Stop guessing. Get a clear, honest, AI-powered review of your finances every single month. Personalized to you.
Join the Guild - $20/mo