Frequently Asked Questions

MinMaxDoc is an AI financial doctor to help you make investment decisions. It is not a broker, but rather an advisory platform that analyzes your portfolio and financial goals to provide personalized recommendations. Our platform was created by healthcare professionals who understand the importance of financial health in overall wellbeing.

We make some money through advertising and also offer subscription fees for premium features and services. Our basic services remain completely free, allowing anyone to access quality financial advice without barriers. This aligns with our mission to democratize financial advisory services.

Yes, MinMaxDoc's core features are completely free to use. We offer a tiered service model to accommodate different needs:

Our Service Plans
Free
$0/month
  • Portfolio tracking
  • Advanced tax optimization
  • 1 portfolio
  • No real estate assets
  • No cryptocurrency tracking
Plus
Most Popular
$10/month
  • Portfolio tracking
  • Advanced tax optimization
  • Up to 3 portfolios
  • Real estate accounts (beta)
  • Cryptocurrency tracking
  • Ad free experience
Pro
$25/month
  • Portfolio tracking
  • Advanced tax optimization
  • Up to 6 portfolios
  • Real estate accounts (beta)
  • Cryptocurrency tracking
  • Ad free experience

Plus and Pro plans include a 14-day free trial. Cancel anytime.

We offer monthly subscription services that remove advertisements. In the future, we will offer the ability to link bank account information and brokerage information to provide the most up-to-date advice and obtain a holistic financial picture. We also plan to offer the ability to include multiple investment accounts to diversify across accounts.

Yes, you can use MinMaxDoc on any phone or mobile device through our responsive web application. We currently don't have a dedicated mobile app, but our website is fully optimized for mobile browsers, providing a seamless experience on any device.

The AI updates its financial advice every moment the stock exchange updates its financial information. However, that doesn't mean that our recommendations for your investment decisions are updated every single moment. We offer financial advice but will also recommend when you should act on it depending on your financial goals and preferences.

If you already have a broker, simply click on the "Invest now" button in the top right or click on it below.

The ads help us make money to keep the site running and to pay for the AI to make the best financial decisions for you. Without them, we would not be able to offer this service for free and democratize financial advice. So, if you have adblockers, please consider disabling them.

MinMaxDoc vs Traditional Financial Advisors

Feature MinMaxDoc Traditional Financial Advisor Robo-Advisors
Cost Free (basic plan) 1-2% of assets annually 0.25-0.50% of assets annually
Personalization High (AI-driven) High (human expertise) Medium (limited algorithms)
Availability 24/7 Limited business hours 24/7
Updates Real-time Quarterly or less Real-time
Educational Resources Comprehensive Varies by advisor Limited
Tax Optimization Advanced algorithms Personal strategies Basic tax-loss harvesting

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