Moning

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🔍 People also searched for

Finance & Trading AI Insurance AI

About this Tool

Moning

All-in-one platform to manage and boost wealth with investment tracking and AI analysis.

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Pros & Cons

✓ Pros

✓Unified portfolio dashboard
✓AI-driven investment insights
✓Multi-asset class support

✗ Cons

✗Limited details on AI model transparency
✗Premium features behind paywall
✗Relatively new platform with limited track record

Key Features

🔧

Unified investment portfolio dashboard

🤖

AI-powered market trend analysis

🔧

Risk assessment and portfolio health scoring

🔧

Multi-asset support including stocks, ETFs, and crypto

🔧

Automated performance tracking across accounts

📊

Personalized investment insights and recommendations

🔧

Real-time portfolio value updates

📊

Historical performance charts and reporting

📋 Scripts & Prompts for Moning +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template

Fine Tuning

Intermediate ⏱ 10 min

Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…

📄 Template

Give a Bot a Fish

Advanced ⏱ 10 min

The “give a bot a fish” bucket is for scenarios when you can explicitly give the bot, in the hidden…

🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for Moning +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

🔌

finmap-org/mcp-server

Intermediate 📱 Claude Desktop, Cursor, Continue.dev

[finmap.org](https://finmap.org/) MCP server provides comprehensive historical data from the US, UK, Russian and Turkish stock exchanges. Access sectors, tickers, company profiles, market cap, volume, value, and trade counts, as well as treemap and histogram visualizations.

GitHub

🔌

Stripe MCP Server

Low 📱 macos, linux, windows

Official Stripe MCP for payments, customers, and subscriptions.

🔓 Sign Up Free to Install

🔌

longportapp/openapi

Intermediate 📱 Claude Desktop, Cursor, Continue.dev

🐍 ☁️ - LongPort OpenAPI provides real-time stock market data, provides AI access analysis and trading capabilities through MCP.

🔓 Sign Up Free to Install

🔌

QuickBooks Online MCP Server

Medium 📱 macos, linux, windows

MCP for QuickBooks Online accounting workflows.

🔓 Sign Up Free to Install

🔌 Browse All MCP Servers →

🤖 AI Agents for Moning +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🔗 LANGCHAIN

LangChain Receipt Categorizer

⚡ Event

LangChain pipeline using a vision model for OCR and a structured-output step to map line items to a configured chart of accounts, then post via QBO or Xero API.

https://github.com/langchain-ai/langchain

⬇ Import Agent Docs

🌊 FLOWISE

Flowise Invoice Reconciliation Agent

⏰ Scheduled

Flowise flow that ingests PO, invoice, and payment records, reconciles them, and flags variances or missing matches for manual review.

https://github.com/FlowiseAI/Flowise

🔓 Sign Up Free to Import

🤖 CLAUDE CODE

Claude Code SEC Filing Watcher

⏰ Scheduled

Claude Code agent that polls EDGAR for new 8-K filings on a watchlist, extracts material events, and posts a summary to Slack or email.

https://github.com/anthropics/claude-cookbook

🔓 Sign Up Free to Import

⚡ ZAPIER

Zapier Stock Alert Multi-Step

⚡ Event

Zapier Zap that triggers on unusual volume from a market data webhook, calls an LLM to summarize related news, and posts the alert to a Slack channel.

https://zapier.com/apps

🔓 Sign Up Free to Import

🤖 Browse All AI Agents →