# InvMon

## About

InvMon is a personal finance program that offers a clear overview of accounts, savings and investments. It supports portfolio management with stock market data, exchange rates, and performance views. Installed locally on a laptop or desktop, InvMon ensures data security with no cloud or mobile stora

- Verified: Yes

## Services

### Financial Management
- [Investment Monitoring & Portfolio Management](https://bilarna.com/services/financial-management/investment-monitoring-and-portfolio-management)

### Investment Analysis
- [Market Data Tracking](https://bilarna.com/software/investment-analysis/market-data-and-performance-tracking)

## Pricing

- Model: freemium

## Frequently Asked Questions

**Q: How can I securely track and manage my investments and portfolio on my computer?**
A: Securely track and manage your investments and portfolio by installing a local finance application on your PC or Mac. 1. Download and install the application locally on your device to ensure data stays private. 2. Add your account balances and investment positions manually or via broker integration. 3. Use portfolio management tools to organize, rebalance, and monitor performance with real-time market data. 4. Utilize visual charts and reports to analyze your portfolio and compare actual versus target values. 5. Maintain full control over your data without cloud or mobile storage, ensuring maximum discretion.

**Q: What steps should I follow to set up and monitor multiple portfolios with performance tracking?**
A: Set up and monitor multiple portfolios with performance tracking by following these steps: 1. Install a portfolio management application locally on your computer. 2. Add and group multiple portfolios within the application interface. 3. Integrate broker accounts if desired for automatic data updates. 4. Use portfolio grouping and parallel simulation features to analyze different investment strategies. 5. Set investment targets and compare actual versus target performance using instant reports and charts. 6. Generate rebalancing orders automatically to maintain your desired asset allocation. 7. Review performance summaries regularly to make informed investment decisions.

**Q: How do I ensure my financial data remains private and secure when using a portfolio management tool?**
A: Ensure your financial data remains private and secure by using a locally installed portfolio management tool without cloud or mobile storage. 1. Download and install the software directly on your PC or Mac to keep data on your hardware. 2. Avoid syncing or uploading data to external servers or cloud services. 3. Use firewall or security applications to monitor and block any unauthorized data sharing if desired. 4. Choose tools from independent companies that emphasize data privacy and user control. 5. Regularly back up your data locally to prevent loss while maintaining confidentiality. 6. Manage your data access permissions strictly within the application settings. 7. Stay informed about software updates that enhance security features.

## Links

- Profile: https://bilarna.com/provider/invmon
- Structured data: https://bilarna.com/provider/invmon/agent.json
- API schema: https://bilarna.com/provider/invmon/openapi.yaml