Connect your brokerage or retirement account and review your investments at the company level. You’ll see what you own, how it aligns with your values, and where there may be gaps.
Investors who understand their portfolio make better decisions. Here's what happens when you get clarity on your holdings.
Most investors don't know what they actually own. The Investment Analyzer changes that by showing you every position, every sector exposure, and every risk factor in your portfolio.
Connect your brokerage accounts or input your holdings manually. The analyzer works with any portfolio, whether you invest with Monorail or elsewhere.
The analyzer processes your holdings and generates a complete breakdown of your exposure, risk factors, and performance metrics in seconds.
Use your analysis to identify gaps, reduce overlap, and align your portfolio with your investment philosophy.
Whether you're building a portfolio from scratch or realigning existing investments, choose the approach that fits your goals.
We encrypt your portfolio information with the same security standards used across Monorail. Your holdings are never sold, shared, or used for any purpose beyond your analysis.
Get answers about how Monorail works and what sets us apart.
Monorail charges a subscription fee for access to the platform. We do not earn commissions on trades, take markups on securities, or profit from your trading activity. Our fee structure is transparent and disclosed before you fund your account.
You see every holding in your portfolio and the screening data behind each position. You pay a clear, disclosed fee with no commissions and no hidden costs. Your portfolio is professionally managed using institutional methodology — the same approach used across $350M+ in managed assets.
Your assets are held in custody with regulated financial institutions. Accounts are protected by SIPC coverage where applicable, and Monorail complies with all SEC and regulatory requirements as a registered investment adviser.
Yes. You can trade individual stocks alongside professionally managed portfolios. Every holding includes real-time screening data, and all trades are commission-free.
We offer tax-advantaged retirement accounts including traditional and Roth IRAs. The same transparent, commission-free approach applies to all account types.
Visit our help center or contact our support team directly.