Built for individual investors & small treasuries
Every feature, built around one question: what is my real exposure?
Money Club Ai combines continuous risk monitoring, scenario modelling and plain-language reporting into a single workflow — so decisions are made with context, not guesswork.
What's inside
A structured view of risk, from signal to decision
Each capability below addresses a specific gap we kept seeing in manual portfolio and treasury oversight — fragmented data, delayed signals, and reporting that's hard to act on.
Risk signals, tracked around the clock
Money Club Ai watches portfolio composition, concentration, and market conditions continuously rather than at scheduled intervals. When exposure shifts beyond your defined tolerance, you see it immediately — not at the next quarterly review.
Benefit: fewer blind spots between reviews, and earlier visibility into developing risk.
Live exposure tracking across holdings
Stress-test decisions before you make them
Run portfolio or treasury positions through configurable stress scenarios — rate moves, liquidity shocks, sector drawdowns — to see projected impact before committing capital. Scenarios are adjustable to your own assumptions, not fixed templates.
Benefit: a clearer sense of downside before exposure is taken, not after.
Scenario outcomes mapped against current holdings
Reports built to be read, not decoded
Risk output is translated into structured, readable summaries — what changed, why it matters, and what to watch next. No dense spreadsheets to interpret before you can act.
Benefit: faster review cycles and decisions grounded in understanding, not assumption.
Weekly summary: exposure, drift, and flagged items
Set your own limits, get notified when they're tested
Define tolerance bands for concentration, volatility, or drawdown relevant to your portfolio or treasury. Money Club Ai flags when positions approach or cross these thresholds, so attention goes where it's needed.
Benefit: fewer routine checks, more focus on the moments that actually require a decision.
Custom threshold bands with flagged breaches
You stay in control of every call
Money Club Ai is designed as a support layer: it surfaces data, flags risk, and models outcomes — but it does not place trades or execute decisions on your behalf. The judgement remains yours, informed rather than replaced.
Benefit: transparency into how conclusions are reached, and full ownership of the final decision.
Recommendation with underlying reasoning shown
How it fits together
A consistent workflow, start to finish
Connect your positions
Bring in portfolio or treasury holdings to establish a baseline view of exposure, concentration, and liquidity.
Set your tolerances
Define the thresholds and scenarios that matter for your situation — Money Club Ai monitors against them continuously.
Review and decide
Receive structured alerts and reports, then act on your own terms with the context you need in front of you.
Who uses this
Built for lean oversight, not institutional overhead
Managing a personal portfolio
Keep track of concentration and drawdown risk across holdings without needing a dedicated research desk.
Overseeing cash and reserves
Monitor liquidity and exposure across accounts with alerts tuned to your organisation's specific tolerances.
Supporting client reviews
Use structured scenario output and plain-language summaries to ground client conversations in current data.
See how Money Club Ai fits your portfolio
Walk through the features that matter most for your situation — no commitment required to start the conversation.
Explore Money Club Ai