12 powerful features

Everything you need to manage your financial life

PaxMoney combines expense tracking, investments, dividends, and net worth in a single app — with artificial intelligence and support for 12+ currencies.

Expense Tracking

Know exactly where your money goes

Record income, expenses, and transfers with smart categories. Visualize monthly trends and take control of your money.

  • 10 categories with 30+ pre-defined subcategories
  • Multiple accounts in different currencies
  • Advanced search by date, amount, category, and tags
  • Monthly navigation with trend charts
  • CSV and Excel import

Investment Tracking

Track all your assets in one place

Manage stocks, REITs, ETFs, crypto, and fixed income from Brazil and USA. Automatically updated prices from multiple sources.

  • Brazilian stocks (B3) and US (NYSE/NASDAQ)
  • REITs with 7 subcategories: Logistics, Shopping, Hybrids, Urban Yield, Paper, Corporate, Agro
  • Global ETFs and Cryptocurrencies
  • Fixed Income: Treasury, CDB, LCI, LCA, T-Bills, T-Notes, Government Bonds
  • Automatically updated prices from multiple market sources

Dividend Tracking

Monitor every cent of passive income

Record dividends manually or bulk import. View by month, year, currency, or asset class and track your dividend yield.

  • Manual recording and bulk import
  • Monthly and yearly views
  • Filter by currency and asset class
  • Automatic dividend yield calculation
  • Complete history per asset

AI Dividend Forecast

See the future of your passive income

Google Gemini analyzes your portfolio and projects future dividends in multiple scenarios, with reinvestment options and monthly contributions.

  • Powered by Google Gemini AI
  • 3 scenarios: Conservative, Expected, and Optimistic
  • Reinvestment strategies: full, partial, or none
  • Monthly contribution simulation
  • Personalized long-term projection

AI Document Extraction

The AI that reads your documents for you

Upload broker PDFs, screenshots, or statements and the AI automatically extracts assets, quantities, prices, and dividends. Even handles password-protected PDFs.

  • Extract from PDFs, screenshots, and statements
  • Google Gemini for smart OCR
  • Password-protected PDF support
  • Process up to 80 pages per document
  • Automatic asset and dividend import

Multi-Currency

12+ currencies with automatic conversion

Manage finances in multiple currencies simultaneously. Ideal for international investors or expats living abroad.

  • BRL, USD, EUR, GBP, CAD, JPY, CHF, CNY, ARS, CLP, MXN
  • Automatic conversion rates
  • View your portfolio in any currency
  • Separate accounts per currency
  • Perfect for expats and global investors

Joint Dashboard

Manage finances as a couple or family

Invite members to view the combined portfolio. Ideal for couples who want to track total family wealth.

  • Email invitations
  • Joint portfolio view
  • Automatic synchronization
  • Personal and joint modes
  • Member management

Benchmark & Performance

Compare your portfolio against market indices

Track your investment performance against the main benchmarks from Brazil and USA.

  • Brazil: CDI, IBOV, IFIX, IPCA, IMA-B
  • USA: S&P 500, NASDAQ, 10Y Treasury, CPI
  • Cumulative returns by period
  • Comparative dashboard cards

Corporate Events

Splits, mergers, and spin-offs automated

PaxMoney automatically adjusts your portfolio when corporate events happen, keeping your cost basis correct.

  • Stock splits and reverse splits
  • Mergers with ratio adjustment
  • Spin-offs with cost basis allocation
  • Asset renames
  • Complete event history

Compound Interest Simulator

Visualize the power of compound interest

Simulate your wealth growth with initial capital, monthly contributions, and interest rate. See long-term projections with interactive charts.

  • Configurable initial capital
  • Custom monthly contribution
  • Adjustable annual rate
  • Multi-year projection with chart
  • Breakdown: invested vs interest vs payouts

Events & Balances

Organize expenses by trips, projects, and more

Create events to group transactions (trips, projects, goals) and track balances between two parties — like a built-in Splitwise.

  • Named events (trips, projects, goals)
  • Group transactions by event
  • Balance tracking between two parties
  • Who spent more, who owes what
  • Integrated with your accounts

Export & Reports

Export your data whenever you need

Generate professional PDF reports from your dashboard, export charts as images, and share natively on iOS and Android.

  • Professional PDF dashboard
  • Charts in PNG/JPEG
  • Native iOS/Android sharing
  • Logo integrated in reports
  • One-tap export

Ready to organize your finances?

No credit card required

Start free for 30 days