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Plan recurring investments, reconcile them with real buy transactions and view schedule, adherence and scenario projections.

Track savings and term-deposit accounts next to your portfolio, with net interest, maturities and deposit-guarantee coverage.

Review recorded dividend income, upcoming estimated payments, yield metrics and history by instrument for the selected portfolio.

Define a target, date and funding sources, then track progress and explore projections without moving the underlying money.

Build your first portfolio from a document or a short manual setup, then review the data before entering MrMoney.ai.

Upload a financial document, review the extracted transactions and choose what to add to an existing account and portfolio.

Review an estimated Italian fiscal position, loss carryforwards and what-if sale calculations under the versioned it-2026 rules.

Review portfolio value, gain or loss, positions, allocation, performance and data quality in one workspace.

Examine a selected portfolio's returns, risk, drawdowns, monthly results, labels and any available benchmark comparison.

Compare the current allocation with IPS targets and bands to see which asset classes are within, approaching or outside the plan.

Set a one-time alert when a portfolio asset reaches or crosses a price threshold in the asset's own currency.