About Moniq

About Moniq

Moniq helps investors understand their US and India portfolios using simple, natural language.

Many global investors manage holdings across multiple brokers, accounts, and markets. Moniq brings everything together in one place — combining portfolio data, visualizations, and AI-powered insights so you can understand your investments instantly.

What you can do with Moniq

  • Upload portfolios from US and India brokers
  • Visualize performance and portfolio allocation
  • Ask questions about your portfolio in plain English
  • Compare your portfolio with relevant benchmarks
Moniq is currently available in private beta, and access is provided by invitation as we work closely with early users.

Disclaimer

Moniq provides portfolio analytics and informational insights only. Moniq is not a financial advisor and does not provide financial, investment, tax, or legal advice. Information presented by the platform is for informational purposes only and should not be relied upon as a recommendation to buy, sell, or hold any security. Users should conduct their own research and consult qualified professionals before making financial decisions.