Built for Serious Investors.
MoonbagAI is designed for people who think carefully about capital allocation and want structured support for their decision-making.
Founders
Managing concentrated equity positions alongside diversified investments. Need clarity on total exposure and liquidity.
Executives
Complex compensation portfolios with stock, options, and deferred comp. Require structured analysis to inform planning.
Serious Investors
Long-term investors who think in years, not days. Value discipline over speculation and want analytical infrastructure.
Family Offices
Multi-generational wealth requiring consistent reporting, risk management, and allocation oversight across entities.
What You Can Do.
Portfolio Risk Assessment
Understand concentration and correlation exposure
Allocation Monitoring
Track drift from target allocations
Performance Attribution
Know what's driving returns
Rebalancing Analysis
Identify opportunities to optimize
Multi-Entity Rollup
Aggregate across accounts and structures
Scenario Modeling
Stress test portfolio assumptions
Explicit Exclusions.
- Day traders looking for signals or tips
- Meme stock or crypto speculation
- Get-rich-quick mentality
- Those seeking guaranteed returns
- Investors unwilling to share portfolio data
The Right Fit.
The best MoonbagAI users share a common trait: they treat investing as a serious discipline, not entertainment or gambling.
They want to understand their portfolio deeply, make decisions based on analysis rather than emotion, and think in terms of years rather than days.
If this describes you, we're building MoonbagAI for you.