Simple Process, Powerful Output.
MoonbagAI is designed to minimize setup friction while maximizing analytical depth.
Connect Portfolio Data
Link your brokerage accounts or upload portfolio data. We support major platforms and manual entry for private holdings. Read-only connections keep your assets secure.
Analyze Risk & Allocation
Our AI analyzes your portfolio structure, identifying concentration risks, correlation patterns, and allocation drift. See vulnerabilities before they become problems.
Generate Actionable Insights
Receive structured intelligence tailored to your specific portfolio. Not generic advice — analysis based on your actual positions and stated objectives.
Your Data, Protected.
We use read-only connections — we can never move your money or execute trades on your behalf.
All data is encrypted in transit and at rest. We don't sell or share your information with third parties.
Analytical, Not Intrusive.
You control what data you share and what analysis you receive. Granular privacy controls.
No aggressive notifications, no gamification, no pressure tactics. Just clean intelligence.