Portfolio, dividends, options, goals and now your monthly spending — with an AI assistant that answers with your own numbers. Import brokerage notes and bank statements and keep everything organised in real time.
Import your bank statement and card bill and see where every real goes, how much is left each month and how much of it becomes investment in your portfolio.
R$ 2,340.00
R$ 2,000.00 became investment
Where the money went
Two assistants that answer in plain language, using the same calculations as your screens — not guesses. One looks at your portfolio; the other at your spending.
Return against CDI and Ibovespa, how to split a contribution by your target, dividends, options and how much you will have in a few years.
You
How did my portfolio do over the last 12 months versus CDI?Monexa
Over the last 12 months your portfolio returned 17.8%, against 13.3% for CDI — 4.5 points ahead. REITs led the gain, dividends included.How much went to each category, why less was left over, whether a big purchase fits your budget. And on the 2nd of every month, your month in 1 minute.
You
How much did I spend on delivery this year?Monexa
R$ 4,218.40 in 2026, an average of R$ 468 a month. September was the highest: R$ 612 — 14 orders.Twelve integrated modules: from your monthly spending to your investments on B3 and abroad.
Stocks, REITs, ETFs, BDRs, fixed income and crypto, with today's change and the return with dividends of each asset. Share the portfolio by link, with values hidden if you like.
Bank statements and card bills organised by AI, a monthly plan per category and the path from your leftover to your next investment.
Dividend history, interest on equity and REIT income. View by asset, period and projected upcoming payments.
Financial independence, target wealth and passive income — also by asset type, like income from REITs or a fixed-income reserve.
CALLs and PUTs with live P&L, a planner that builds the trade at an executable premium, structures with a payoff chart and alerts during the session.
Project portfolio growth across different contribution, return and time-to-independence scenarios.
Returns by period against CDI and Ibovespa, equity evolution and reports you can export to PDF and CSV.
Import brokerage notes from PDF automatically — Nomad and Inter Global included, in dollars. The broker is detected, trades are parsed and posted to your portfolio — no typing needed.
Research any B3 asset and access full valuation: Bazin, Graham, DCF, PEG Ratio and quality checklist. Save investment theses and set target prices.
Say how much you will invest and see how much to buy of each asset, following your target allocation — fixed income by indexer included. On Pro, with health, margin and an AI explanation.
Monthly calculation with day trades, loss carry-forward and a ready DARF, plus the annual report with the declaration codes.
Every buy, sell and corporate event in one place, with the monthly flow, net contribution and where the new money went.
Upload your broker's PDF. The platform detects the broker, parses every trade — stocks, options and dividends — and posts them straight to your portfolio. No manual entry.
Supported brokers
Import Nomad's trade confirmations, monthly statement and tax report, and Inter Global's trade confirmations. Monexa reads them in Portuguese or English and shows your dollar position next to your B3 holdings, converted at today's rate.
TFLO ETF · US$
Position · 10.49114 shares
$531.38
converted at today's rate
Gross
$1.68
Net
$1.18
US withholding · 30%
Tax abroad
Lei 14.754/2023 · yearly assessment, outside the monthly DARF
Forget manual imports. With the PRO plan, the platform logs in to the B3 Investor portal daily and automatically imports your full trade history — going back to 01/11/2019.
B3 integration
CPF: 123.456.xxx-xx
Last sync
2 hours ago
since
11/01/2019
1.247
transactions imported
Today's change in every asset and every class, indices and currencies on the Dashboard, and the month's return against the CDI.
Automatic insights on option expiry, assignment risk, ITM/OTM positions and rebalancing opportunities.
Treasury bonds marked to market (Renda+ and Educa+ included), CDB, LCI, LCA, debentures, CRI and CRA, and targets by indexer: Selic, CDI, IPCA+ and fixed rate.
Show your portfolio with a link — to your group, your advisor or your channel —, with the amounts hidden if you prefer.
Pricing
Free covers the essentials for tracking your portfolio. Pro syncs with B3 and unlocks options, reports and income tax.
Everything you need to start investing with method.
Track your entire strategy in one place.
Connect B3 and get 30 days of Pro free, no card needed.
Simulator
Simulate your net worth with monthly contributions, the passive income you want, the shares of an asset, what it returns over the long term after fees and taxes, and your financial independence. Free, no sign-up.
Project your net worth growth with contributions and compound interest
Final patrimony
$1.4M
3.3× of invested
Real value
$806.3K
inflation-adjusted
Total invested
$406.8K
240 contributions
Interest earned
$953.1K
+234%
Projection · 20 years
Look up any B3 stock, REIT (FII) or ETF and see its fair price by several methods, the key ratios and a score from 0 to 100. Then save your thesis with a ceiling price and follow it.
ABCD3
Sample company
Investment Score
74 / 100 · Good
Saved thesis
Below the ceiling price of R$ 38.40
Illustrative example. Not investment advice.
Monexa builds your portfolio's report in the format of the Receita Federal's filing program: each amount in the right group and code, and the description written the way an auditor expects to read it.
Group 03 · Code 01
100 AÇÕES DE ITSA4, CUSTO MÉDIO DE AQUISIÇÃO R$ 9,80, CUSTO TOTAL R$ 980,00
Exempt income
Exclusive taxation
What's new
There's something new every week. See what changed and follow along.
Stock, REIT, ETF and crypto detail screens in Analyses stayed dark even on the light theme; they now follow your theme. In the Portfolio, FI-Infra opens the fund's detail, as in the Analyses tab. Dividends and Transactions also gained a button to copy the ticker next to the code, to paste at your broker.
Read moreIn the FI-Infra tab in Analyses, clicking a fund opens its detail: the summary, the next income already announced, income per share month by month, and price against NAV. Across the app, with a dialog open the page behind no longer scrolls: only the dialog does. The Feedback button on desktop also stays tucked at the edge, as on mobile, and opens on hover.
Read moreIn the Options Report, "Avg Return on Avg Price" now uses the Portfolio's new average price (the same as your broker's) on the day each option was opened, accounting for splits and stock bonuses. Bought options were taken out of this average, since a return over your average price only makes sense for covered calls and sold puts. A week or month with no sold option on a stock you held shows "—" instead of 0.00%.
Read moreAnnouncements of new features, improvements and tips. Few messages, no group chat.
Join the channelShort videos showing every screen, from adding a trade to the report.
The complete platform for investors — B3 and abroad
Free to start. No credit card required.
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