Overview

Most investors are forced into a compromise.

They either accept whatever the market holds — without knowing what their money supports — or they take on the burden of researching every investment themselves. For investors who want professional management and values alignment, the options have been limited to high-cost advisors with account minimums that exclude most people.

Monorail changes that.

Institutional-grade portfolio management. Real-time, stock-level screening data. The same quality of oversight that a traditional advisor provides — accessible through a digital platform, at a fraction of the cost.

Our Values

What we stand for

Values-based screening with rigor

Screening is applied at the individual stock level, not approximated through broad sector exclusions. Every position is evaluated against defined criteria, and the results are visible to you.

Values-based screening with rigor

Screening is applied at the individual stock level, not approximated through broad sector exclusions. Every position is evaluated against defined criteria, and the results are visible to you.

Professional management, not DIY

Your portfolio is built and managed using institutional methodology — the same research-driven construction and ongoing oversight that a traditional advisor provides.

Alignment without compromise

You should not have to choose between a portfolio that reflects your convictions and one that is professionally managed for long-term growth. Monorail is built to deliver both.

Alignment without compromise

You should not have to choose between a portfolio that reflects your convictions and one that is professionally managed for long-term growth. Monorail is built to deliver both.

How It Works

A simple path from signup to investing

Open an account, connect your existing investments, and begin building a portfolio in minutes. Guidance at every step.

01
Step One

Create Your Account

Basic information, standard identity verification, and account setup. Fast, secure, and compliant with all regulatory requirements.

02
Step Two

Connect or Fund Your Account

Link an existing brokerage or retirement account, or fund directly via bank transfer. Transfers are guided and tracked through completion.

03
Step Three

Review Your Portfolio

Use the Investment Analyzer to see how your current holdings align with your values — with screening data on every company in your portfolio.

04
Step Four

Start Investing

Choose a professionally managed portfolio or trade individual stocks. Full transparency and screening data, regardless of which approach you choose.

Financial Products

Choose how you invest

Whether you're building a portfolio from scratch or realigning existing investments, choose the approach that fits your goals.

What sets Monorail apart

Built on three principles that matter

Analyzer

The Investment Analyzer shows how your current holdings align with your values — so you can see exactly what you own and what it supports.

Learning Center

Articles and guides on portfolio methodology, values-based screening, and long-term investing fundamentals.

Market Insights

Current market analysis, economic commentary, and long-term investment themes from the Monorail team.

Choose how you invest

Whether you're building a portfolio from scratch or realigning existing investments, choose the approach that fits your goals.

Managed For You

Inspire Portfolio

A professionally managed portfolio built on the Inspire methodology — values-based screening with institutional-grade construction, designed for long-term growth.

Do you know what you own?

Connect your portfolio and see how every holding scores against values-based screening criteria — with violation-level detail on every company.

Stock Trading

Trade individual stocks with real-time screening data on every company.

Retirement

Traditional and Roth IRA options with the same values-based screening and stock-level transparency.

Managed For You

Patriot portfolio

The Patriot Portfolio is designed for investors who want their investments to support companies aligned with freedom, faith, and the principles that built this country.

Platform

Invest with clarity

No hidden fees. No obscure holdings. Every position in your portfolio is visible, and every screening decision is explained.

Frequently Asked Questions

Questions

Get answers about how Monorail works and what sets us apart.

How do you make money?

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.

What makes Monorail different?

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.

Are my assets protected?

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.

Can I trade individual stocks?

Yes. You can trade individual stocks alongside professionally managed portfolios. Every holding includes real-time screening data, and all trades are commission-free.

What about retirement accounts?

We offer tax-advantaged retirement accounts including traditional and Roth IRAs. The same transparent, commission-free approach applies to all account types.

Need more help?

Visit our help center or contact our support team directly.