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Moning logo
Moning
✓ verifiedFreemium

Wealth-tracking platform for retail investors to monitor stocks, ETFs and crypto portfolios with dividend planning and AI analysis.

89K visits/mo
clerkie.io logo
clerkie.io
✓ verifiedPaid

AI-driven debt repayment and loan-management platform helping lenders optimize collections and borrowers manage payments.

12K visits/mo
2.8K saves
23K saves
F.I.R.E on track logo
F.I.R.E on track
✓ verifiedFree

Web tool to set and track FIRE (financial-independence) goals, with an AI assistant for tips and check-ins.

773 visits/mo505 saves
Pricing

No public pricing

No public pricing

No public pricing

No public pricing

No public pricing

Core features
  • Consolidated multi-asset portfolio dashboard
  • Research on stocks, ETFs, funds and crypto
  • Dividend calendar and passive-income planning
  • AI portfolio analysis and stock-sheet insights
  • Performance, return-on-cost and sector breakdowns
  • Public portfolios and community statistics
  • AI-recommended repayment plans
  • Smart payment/settlement experience
  • Loan portfolio management and optimization
  • Real-time reporting and compliance
  • RESTful API integration
  • Security controls and audit logging
  • FIRE goal setting and progress tracking
  • FIRE Mate AI financial assistant
  • Accountability reminders and check-ins
  • Scenario dashboard for savings and growth
  • Bulk import of transactions from spreadsheets
Use cases
  • Tracking a diversified investment portfolio
  • Planning and anticipating dividend income
  • Researching stocks, funds and crypto
  • Learning to make better investment decisions
  • Automate loan collections
  • Help borrowers manage and settle debt
  • Optimize lender loan portfolios
  • Integrate repayment into existing systems
  • Tracking progress toward early retirement
  • Setting savings and debt-reduction targets
  • Modeling financial scenarios
  • Getting AI tips on your finances
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