Investing & Taxes
Stay on top of your money — MonkNeo tracks your portfolio, digests the markets each morning, keeps net worth current, and organizes tax docs as they arrive.
What this category can run.
Each is a co-worker MonkNeo tailors to how you work, then runs for you.
Tracks holdings and performance across accounts.
Sends a daily digest on your watchlist and the markets.
Keeps a single view of assets, debts, and net worth.
Collects and organizes tax documents as they arrive.
Scans expenses for likely deductions and flags them.
What you get back.
- One clear picture
Holdings and net worth across every account, in one view.
- A signal, not noise
A focused daily digest on what actually moves your watchlist.
- Painless tax season
Documents collected and organized as they arrive.
- Spot deductions
Expenses scanned for likely deductions and flagged.
- Stay current
Numbers refreshed daily without the manual entry.
- Set up in minutes
Connect your accounts and it takes over the upkeep.
From a conversation to a co-worker.
MonkNeo interviews you
It already knows the job in general and asks how it actually works for you — inputs, steps, edge cases.
It mints a co-worker
A standalone agent with its own memory, files, and schedule. Edit, share, or delete it anytime — it's fully yours.
It does the work
Runs on demand, on a schedule, or on an event — and waits for your sign-off before anything irreversible.
More categories.
Put Investing & Taxes on autopilot.
Describe one job you do over and over — MonkNeo turns it into a co-worker that does it for you.