InvMon vs FinViz – Complete Comparison (Which One Should You Choose?)
When it comes to monitoring your investments, choosing the right tool makes a huge difference. Two platforms that often get compared are InvMon and FinViz, but the truth is—they serve completely different purposes. One is built for automated portfolio tracking and performance insights, while the other is primarily a powerful stock screener.
In this comprehensive, easy-to-understand comparison, we’ll cover everything you need to know: features, analytics, usability, automation, reporting, and long-term value.
(Spoiler: InvMon wins as a portfolio monitoring tool, while FinViz remains useful for research—not tracking.)
1. Overview: What Each Platform Does
InvMon
InvMon is a modern portfolio monitoring and investment-tracking platform designed for everyday investors, long-term wealth builders, and active traders. It focuses on:
- Automated portfolio syncing
- Multi-asset support
- Real-time analytics
- Clean visual insights
- Comprehensive performance monitoring
In short, InvMon helps you track, understand, and manage your entire portfolio effortlessly.
FinViz
FinViz (Financial Visualization) is primarily a stock screener and market research tool used by traders to:
- Screen stocks using filters
- Analyze charts
- Follow market news
- View heatmaps
- Track insider trading and trends
FinViz excels in research—not portfolio tracking.
Summary:
- InvMon = portfolio tracking + automation + insights
- FinViz = stock screener + research visualizations
They complement each other, but InvMon clearly wins for investment monitoring.
2. User Experience & Interface
InvMon’s Interface
InvMon is designed with a clean, modern, minimalistic dashboard that makes investment tracking easy. You can see:
- Daily/overall returns
- Performance trends
- Risk exposure
- Asset/instrument distribution
- Profit/loss visuals
Everything loads quickly and feels beginner-friendly, while still helping advanced investors with deeper insights.
FinViz’s Interface
FinViz has a fast, powerful interface but leans more towards a trading-oriented layout. It is filled with:
- Stock tables
- Filters
- Candlestick charts
- Heatmaps
- Headlines
While impressive for research, it can feel overwhelming for users looking for simple portfolio tracking.
Winner: InvMon
Cleaner, simpler, and far more suited for long-term portfolio management.
3. Automation & Portfolio Syncing
InvMon Automation
InvMon offers full automation:
- Syncs with brokerages and exchanges
- Updates your holdings automatically
- Imports transactions
- Tracks profit/loss in real-time
- Calculates average buy prices
- Consolidates all asset classes
This eliminates the need to manually update anything.
FinViz Automation
FinViz does not sync with brokerages or exchanges.
It cannot track your portfolio automatically and does not calculate returns, profit/loss, or allocations.
Users must manually check stocks and trends.
Winner: InvMon
FinViz is not a portfolio-tracking platform—InvMon wins by default.
4. Asset Class Support
InvMon Supports:
- Stocks
- ETFs
- Mutual funds
- Cryptocurrencies
- Commodities
- Index funds
- Bonds
- Custom assets
FinViz Supports:
- Stocks (only)
- Limited ETF listings
- No crypto, commodities, bonds, or custom asset support
FinViz is built for stock research—not portfolio tracking across asset classes.
Winner: InvMon
Supports all common investment types.
5. Analytics & Insights
InvMon Analytics
InvMon delivers deep, meaningful analytics such as:
- Long-term portfolio performance
- Volatility and risk indicators
- Drawdown analysis
- Rebalancing suggestions
- Asset-level profitability
- Allocation imbalance alerts
- Heatmaps for winners vs losers
These insights help investors understand what’s working and what’s not.
FinViz Analytics
FinViz offers:
- Stock charts
- Technical patterns
- Insider trading data
- Fundamental ratios
- Market heatmaps
This is excellent for finding stocks but does not help with tracking your portfolio.
Winner: InvMon
FinViz helps you research investments.
InvMon helps you manage them.
6. Reporting & Export Tools
InvMon
InvMon supports:
- PDF portfolio reports
- CSV exports
- Excel exports
- Transaction history reports
- Asset breakdown reports
These are clean, professional, and especially useful for tax season or financial planning.
FinViz
FinViz does not offer portfolio reports since it does not track portfolios.
Winner: InvMon
Clear reporting advantage.
7. Ease of Use for Beginners
InvMon
InvMon is made for everyday investors.
It uses:
- Simple language
- Clear charts
- Automatic updates
- Beginner-friendly insights
This makes it ideal even for someone new to investing.
FinViz
FinViz is powerful, but the complexity of filters, charts, and data can overwhelm beginners.
Winner: InvMon
Far simpler for new investors.
8. Pricing & Value for Money
InvMon
InvMon provides strong value through:
- Automation
- Multi-asset support
- Analytics
- Reporting
- Clean interface
Users get long-term benefits and accurate daily monitoring.
FinViz
FinViz Elite provides advanced screening, fast data, and backtesting—but again, none of this helps with portfolio monitoring.
FinViz is great for traders, but not for portfolio tracking.
Winner: InvMon
Better value for monitoring your investments.
Final Verdict: InvMon is the Clear Winner
Though FinViz is an exceptional research platform, it is not a portfolio monitoring tool.
InvMon, on the other hand, is built exactly for that purpose—and does it exceptionally well.
Why InvMon Wins
- Automated portfolio syncing
- Real-time profit/loss tracking
- Multi-asset support
- Professional analytics
- Exportable reports
- Beginner-friendly dashboard
- Long-term financial insights
Who Should Choose What?
Choose InvMon if you want:
✔ Automatic portfolio tracking
✔ Deep insights
✔ Easy daily monitoring
✔ Support for all asset classes
✔ A long-term investment tool
Choose FinViz if you want:
✔ Stock screening
✔ Technical/fundamental filters
✔ Market news & insider data
✔ Trading-focused research
But for true portfolio management?
InvMon is the better—and more complete—solution.