MinMaxDoc
Your Portfolio's Second Opinion
Your Personal Financial Doctor
Smart portfolio optimization powered by AI. Get personalized investment recommendations, tax optimization strategies, and real-time portfolio analysis.
What Makes MinMaxDoc Special
Powerful tools that put you in control of your financial future, without the Wall Street price tag.
Totally Free Basics
Our core financial advisory services are completely free. No hidden fees or charges for essential portfolio tracking and tax optimization.
AI-Powered Advice
Advanced AI analyzes your financial situation to provide personalized recommendations tailored to your specific goals and risk tolerance.
Goal-Oriented Planning
Whether you're saving for retirement, a home, or education, our system aligns your investments with your life goals.
Real-Time Updates
Receive timely notifications about market changes and opportunities to optimize your portfolio for better returns.
Diverse Asset Integration
From stocks and bonds to real estate, metals, and cryptocurrencies, we help you track and optimize across all asset classes.
Tax Optimization
Advanced tax-loss harvesting and optimization strategies help you keep more of what you earn.
How It Works
Get started in three simple steps
Create Your Account
Sign up for free in under a minute. No credit card required, no hidden commitments.
Add Your Portfolio
Enter your existing investments or start fresh. We support stocks, ETFs, bonds, crypto, and more.
Get AI Recommendations
Receive personalized insights, tax optimization strategies, and portfolio rebalancing suggestions.
Why Choose MinMaxDoc?
See how we compare to traditional options
| Feature | MinMaxDoc | Traditional Advisor | Robo-Advisors |
|---|---|---|---|
| Cost | Free (basic plan) | 1-2% of assets annually | 0.25-0.50% annually |
| Personalization | High (AI-driven) | High (human) | Medium |
| Availability | 24/7 | Business hours | 24/7 |
| Tax Optimization | Advanced algorithms | Personal strategies | Basic |
| Asset Control | You keep full control | Managed by advisor | Auto-managed |
See MinMaxDoc in Action
A clean, intuitive interface designed for clarity
Portfolio Overview
Get a clear overview of your entire portfolio's performance.
Detailed Security View
Analyze individual securities within your portfolio.
Investment Insights
Understand the potential impact of new investments.
Your Security is Our Priority
Built with enterprise-grade security from day one
Bank-Level Encryption
All data encrypted in transit and at rest using industry-standard protocols.
No Asset Access
We're advisors, not brokers. We never touch or control your actual investments.
Secure Infrastructure
Hosted on enterprise cloud with ISO 27001-certified data centers.
Built by Physicians
Created by healthcare professionals who understand the importance of trust.
Ready to Take Control?
Join thousands of users who've discovered a smarter way to manage their investments.
No credit card required. Free forever with premium plans available.