How Moola looks on this device.
Follow your system, or pick light or dark.
Blur every balance while you share your screen.
You’re exploring a sample portfolio. Demo changes stay in this browser.
Add balances by hand here. Bank connections are available in your own workspace.
Download a spreadsheet-friendly CSV of your assets and liabilities.
Include accounts, daily history, activity, and your goal in a JSON file.
Import a Moola JSON backup. You’ll review before replacing your portfolio.
Remove sample accounts and illustrative history; keep manual accounts.
Demo balances are examples, not connected financial data. Create an account to save a personal portfolio across devices.
Don’t enter bank login credentials into manual account fields. Bank sign-in happens inside Plaid. Moola never sees your bank password, and Plaid access tokens are encrypted at rest. Read the privacy policy for what Moola stores, for how long, and how to delete it.