Finally know what your money’s really doing.

Truthifi® runs deep diagnostics on your financial data every night, surfacing what’s really happening—so you can act fast and invest smarter.

Start monitoring for free

$700,000,000+

Monitored

18,000+

Providers covered

Military-grade

security

Finally know what your money’s really doing.

Truthifi® runs deep diagnostics on your financial data every night, surfacing what’s really happening—so you can act fast and invest smarter.

Start monitoring for free

$700m+

Monitored

18k+

Providers

Military-grade

security

Finally know what your money’s really doing.

Truthifi® runs deep diagnostics on your financial data every night, surfacing what’s really happening—so you can act fast and invest smarter.

Start monitoring for free

$700,000,000+

Monitored

18,000+

Providers covered

Military-grade

security

Ultra-secure

We protect your data with end-to-end AES-256 encryption—the same standard used by major banks—and multi-factor authentication. Details

Under your control

You can use your results to collaborate with your advisor or keep things private. And you can cancel and request deletion at any time.

Limited by design

We review balances and transactions to uncover trends and red flags, but we can't make changes, since our access is read-only. You stay in control.

Ultra-secure

We protect your data with end-to-end AES-256 encryption—the same standard used by major banks—and multi-factor authentication. Details

Under your control

You can use your results to collaborate with your advisor or keep things private. And you can cancel and request deletion at any time.

Limited by design

We review balances and transactions to uncover trends and red flags, but we can't make changes, since our access is read-only. You stay in control.

Ultra-secure

We protect your data with end-to-end AES-256 encryption—the same standard used by major banks—and multi-factor authentication. Details

Under your control

You can use your results to collaborate with your advisor or keep things private. And you can cancel and request deletion at any time.

Limited by design

We review balances and transactions to uncover trends and red flags, but we can't make changes, since our access is read-only. You stay in control.

Why we’re different

Truthifi® was built to fix the problems others in the industry ignore: bad data, missing history, and zero accountability. We don't make you start over.

Other apps

99.7% accuracy

Rebuilds lost history automatically

Multi-aggregator coverage

Auto-corrects broken data

100+ proactive portfolio checks

Fast human help

Other dashboards

Why we’re different

Truthifi® was built to fix the problems others in the industry ignore: bad data, missing history, and zero accountability. We don't make you start over.

Other apps

99.7% accuracy

Rebuilds lost history automatically

Multi-aggregator coverage

Auto-corrects broken data

100+ proactive portfolio checks

Fast human help

Other dashboards

Why we’re different

Truthifi® was built to fix the problems others in the industry ignore: bad data, missing history, and zero accountability. We don't make you start over.

Other apps

99.7% accuracy

Rebuilds lost history automatically

Multi-aggregator coverage

Auto-corrects broken data

100+ proactive portfolio checks

Fast human help

Other dashboards

Don’t settle for snapshots—get a living view of your financial health.

We built our app for busy people and deep divers alike. Keep things simple with the birds-eye view or dive into the details.

Start monitoring for free

100+ wellness checks

Avoid costly mistakes & make smarter decisions

24/7 secure monitoring

We’re always watching for red flags—so you don’t have to be

Plain English answers

No acronyms, no Wall Street jargon, just the facts.

Insights without the noise

No upsells or ads—just the simple truth.

Unbeatable data quality

Our engine catches and repairs inaccurate data automatically.

Don’t settle for snapshots—get a living view of your financial health.

We built our app for busy people and deep divers alike. Keep things simple with the birds-eye view or dive into the details.

Start monitoring for free

100+ wellness checks

Avoid costly mistakes & make smarter decisions

24/7 secure monitoring

We’re always watching for red flags—so you don’t have to be

Plain English answers

No acronyms, no Wall Street jargon, just the facts.

Insights without the noise

Know what’s going on —effortlessly.

Unbeatable data quality

Our engine catches and repairs inaccurate data automatically.

Don’t settle for snapshots—get a living view of your financial health.

We built our app for busy people and deep divers alike. Keep things simple with the birds-eye view or dive into the details.

Start monitoring for free

100+ wellness checks

Avoid costly mistakes & make smarter decisions

24/7 secure monitoring

We’re always watching for red flags—so you don’t have to be

Plain English answers

No acronyms, no Wall Street jargon, just the facts.

Insights without the noise

No upsells or ads—just the simple truth.

Unbeatable data quality

Our engine catches and repairs inaccurate data automatically.

Designed by personal finance veterans from top firms like Fidelity Investments, Merrill Lynch, TIAA, and more.

Designed by personal finance veterans from top firms like Fidelity Investments, Merrill Lynch, TIAA, and more.

Designed by personal finance veterans from top firms like Fidelity Investments, Merrill Lynch, TIAA, and more.

A nightly scan that detects 85+ hidden vital signs in your data.

Every investor wonders: Will I have enough? Am I overpaying? What am I missing? Truthifi® runs 85+ checks that turn those questions into real answers—automatically.

Start monitoring for free

  • 1 detected

    Performance flag

    One of your funds underperformed its benchmark last quarter.

  • 1 detected

    Fee opportunity

    You’re paying higher fees than average on one of your funds.

  • 1 detected

    Idle cash

    You have $5,200 in idle cash. Consider putting it to work.

  • 1 detected

    Meeting idea

    You and your advisor can discuss lowering costs by consolidating accounts.

  • 3 detected

    Risky trades

    You’ve had several high-risk trades lately. Take a closer look to see their impact.

  • 2 detected

    Concentrations

    You have two concentrations. If this isn't intentional, consider rebalancing.

  • 1 detected

    Early withdrawal

    You’re withdrawing earlier than expected—this could impact your future balance.

A nightly scan that detects 85+ hidden vital signs in your data.

Every investor wonders: Will I have enough? Am I overpaying? What am I missing? Truthifi® runs 85+ checks that turn those questions into real answers—automatically.

Start monitoring for free

  • 1 detected

    Performance flag

    One of your funds underperformed its benchmark last quarter.

  • 1 detected

    Fee opportunity

    You’re paying higher fees than average on one of your funds.

  • 1 detected

    Idle cash

    You have $5,200 in idle cash. Consider putting it to work.

  • 1 detected

    Meeting idea

    You and your advisor can discuss lowering costs by consolidating accounts.

  • 3 detected

    Risky trades

    You’ve had several high-risk trades lately. Take a closer look to see their impact.

  • 2 detected

    Concentrations

    You have two concentrations. If this isn't intentional, consider rebalancing.

  • 1 detected

    Early withdrawal

    You’re withdrawing earlier than expected—this could impact your future balance.

A nightly scan that detects 100+ hidden vital signs in your data.

Do you ever wonder: Will I have enough? Am I overpaying? Is there something I’m missing? If so, we built Truthifi® for you. Get 85+ nightly checks that turn all of your questions into real answers—automatically.

Start monitoring for free

  • 1 detected

    Performance flag

    One of your funds underperformed its benchmark last quarter.

  • 1 detected

    Fee opportunity

    You’re paying higher fees than average on one of your funds.

  • 1 detected

    Idle cash

    You have $5,200 in idle cash. Consider putting it to work.

  • 1 detected

    Meeting idea

    You and your advisor can discuss lowering costs by consolidating accounts.

  • 3 detected

    Risky trades

    You’ve had several high-risk trades lately. Take a closer look to see their impact.

  • 2 detected

    Concentrations

    You have two concentrations. If this isn't intentional, consider rebalancing.

  • 1 detected

    Early withdrawal

    You’re withdrawing earlier than expected—this could impact your future balance.

A nightly scan that detects 85+ hidden vital signs in your data.

Every investor wonders: Will I have enough? Am I overpaying? What am I missing? Truthifi® runs 85+ checks that turn those questions into real answers—automatically.

Start monitoring for free

  • 1 detected

    Performance flag

    One of your funds underperformed its benchmark last quarter.

  • 1 detected

    Fee opportunity

    You’re paying higher fees than average on one of your funds.

  • 1 detected

    Idle cash

    You have $5,200 in idle cash. Consider putting it to work.

  • 1 detected

    Meeting idea

    You and your advisor can discuss lowering costs by consolidating accounts.

  • 3 detected

    Risky trades

    You’ve had several high-risk trades lately. Take a closer look to see their impact.

  • 2 detected

    Concentrations

    You have two concentrations. If this isn't intentional, consider rebalancing.

  • 1 detected

    Early withdrawal

    You’re withdrawing earlier than expected—this could impact your future balance.

A nightly scan that detects 85+ hidden vital signs in your data.

Every investor wonders: Will I have enough? Am I overpaying? What am I missing? Truthifi® runs 85+ checks that turn those questions into real answers—automatically.

Start monitoring for free

  • 1 detected

    Performance flag

    One of your funds underperformed its benchmark last quarter.

  • 1 detected

    Fee opportunity

    You’re paying higher fees than average on one of your funds.

  • 1 detected

    Idle cash

    You have $5,200 in idle cash. Consider putting it to work.

  • 1 detected

    Meeting idea

    You and your advisor can discuss lowering costs by consolidating accounts.

  • 3 detected

    Risky trades

    You’ve had several high-risk trades lately. Take a closer look to see their impact.

  • 2 detected

    Concentrations

    You have two concentrations. If this isn't intentional, consider rebalancing.

  • 1 detected

    Early withdrawal

    You’re withdrawing earlier than expected—this could impact your future balance.

  • 35

    %

    Accounts have foreign bond exposures

  • 14

    %

    Accounts have hidden investment concentrations

  • 10

    %

    Accounts have recent fund manager changes

  • 30

    %

    Users have tax hostage positions

  • 17

    %

    Accounts have recent drop in payouts

  • 11

    %

    Accounts have exposure to low-quality bonds in funds

  • 19.2

    %

    Users are closet sector investors

  • 4

    %

    Accounts have low money-market yield

  • 22.2

    %

    Users have consistently underperforming accounts

  • 4.7

    %

    Accounts are missing a fee improvement opportunity

  • 2.3

    %

    Accounts have potential wash sale risk

  • 7.77

    %

    Users are paying excessive commissions

  • 1.1

    %

    Accounts have excess cash in a managed account

  • 35

    %

    Accounts have foreign bond exposures

  • 14

    %

    Accounts have hidden investment concentrations

  • 10

    %

    Accounts have recent fund manager changes

  • 30

    %

    Users have tax hostage positions

  • 17

    %

    Accounts have recent drop in payouts

  • 11

    %

    Accounts have exposure to low-quality bonds in funds

  • 19.2

    %

    Users are closet sector investors

  • 4

    %

    Accounts have low money-market yield

  • 22.2

    %

    Users have consistently underperforming accounts

  • 4.7

    %

    Accounts are missing a fee improvement opportunity

  • 2.3

    %

    Accounts have potential wash sale risk

  • 7.77

    %

    Users are paying excessive commissions

  • 1.1

    %

    Accounts have excess cash in a managed account

Your annual membership includes round-the-clock health insights on accounts at 18k+ financial institutions.

Start monitoring for free

Make smarter financial decisions—in less time.

No more deciphering jargon. Just the straight truth about your money and anything threatening it.

Spot hidden growth opportunities—instantly.

No more hunting down the numbers that could save you thousands—just instant clarity, whenever you need it.

Monitor your wealth health—automatically.

No more surprises—just alerts when things change. Catch leaks, avoid costly mistakes, and grow smarter.

See if your strategy is working—now, not later.

No more living in doubt—trust, but verify that things are working as you intended.

Control your financial data—on your terms.

Never lose track of what really happened. Build a living record you can trust—because clarity today protects confidence tomorrow.

Your full financial history, searchable, comparable, and ready for insights. It's your data, (and we'll delete it on demand).

Start monitoring for free

Your annual membership includes round-the-clock health insights on accounts at 18k+ financial institutions.

Start monitoring for free

Make smarter financial decisions—in less time.

No more deciphering jargon. Just the straight truth about your money and anything threatening it.

Spot hidden growth opportunities—instantly.

No more hunting down the numbers that could save you thousands—just instant clarity, whenever you need it.

Monitor your wealth health—automatically.

No more surprises—just alerts when things change. Catch leaks, avoid costly mistakes, and grow smarter.

See if your strategy is working—now, not later.

No more living in doubt—trust, but verify that things are working as you intended.

Control your financial data—on your terms.

Never lose track of what really happened. Build a living record you can trust—because clarity today protects confidence tomorrow.

Your full financial history, searchable, comparable, and ready for insights. It's your data, (and we'll delete it on demand).

Start monitoring for free

Your annual membership includes round-the-clock health insights on accounts at 18k+ financial institutions.

Start monitoring for free

Make smarter financial decisions—in less time.

No more deciphering jargon. Just the straight truth about your money and anything threatening it.

Spot hidden growth opportunities—instantly.

No more hunting down the numbers that could save you thousands—just instant clarity, whenever you need it.

Monitor your wealth health—automatically.

No more surprises—just alerts when things change. Catch leaks, avoid costly mistakes, and grow smarter.

See if your strategy is working—now, not later.

No more living in doubt—trust, but verify that things are working as you intended.

Control your financial data—on your terms.

Never lose track of what really happened. Build a living record you can trust—because clarity today protects confidence tomorrow.

Your full financial history, searchable, comparable, and ready for insights. It's your data, (and we'll delete it on demand).

Start monitoring for free

  • 1.1

    %

    Accounts have excess cash in a managed account

  • 7.77

    %

    Users are paying excessive commissions

  • 2.3

    %

    Accounts have potential wash sale risk

  • 4.7

    %

    Accounts are missing a fee improvement opportunity

  • 22.2

    %

    Users have consistently underperforming accounts

  • 4

    %

    Accounts have low money-market yield

  • 19.2

    %

    Users are closet sector investors

  • 11

    %

    Accounts have exposure to low-quality bonds in funds

  • 17

    %

    Accounts have recent drop in payouts

  • 30

    %

    Users have tax hostage positions

  • 10

    %

    Accounts have recent fund manager changes

  • 14

    %

    Accounts have hidden investment concentrations

  • 35

    %

    Accounts have foreign bond exposures

  • 1.1

    %

    Accounts have excess cash in a managed account

  • 7.77

    %

    Users are paying excessive commissions

  • 2.3

    %

    Accounts have potential wash sale risk

  • 4.7

    %

    Accounts are missing a fee improvement opportunity

  • 22.2

    %

    Users have consistently underperforming accounts

  • 4

    %

    Accounts have low money-market yield

  • 19.2

    %

    Users are closet sector investors

  • 11

    %

    Accounts have exposure to low-quality bonds in funds

  • 17

    %

    Accounts have recent drop in payouts

  • 30

    %

    Users have tax hostage positions

  • 10

    %

    Accounts have recent fund manager changes

  • 14

    %

    Accounts have hidden investment concentrations

  • 35

    %

    Accounts have foreign bond exposures

  • 35

    %

    Accounts have foreign bond exposures

  • 14

    %

    Accounts have hidden investment concentrations

  • 10

    %

    Accounts have recent fund manager changes

  • 30

    %

    Users have tax hostage positions

  • 17

    %

    Accounts have recent drop in payouts

  • 11

    %

    Accounts have exposure to low-quality bonds in funds

  • 19.2

    %

    Users are closet sector investors

  • 4

    %

    Accounts have low money-market yield

  • 22.2

    %

    Users have consistently underperforming accounts

  • 4.7

    %

    Accounts are missing a fee improvement opportunity

  • 2.3

    %

    Accounts have potential wash sale risk

  • 7.77

    %

    Users are paying excessive commissions

  • 1.1

    %

    Accounts have excess cash in a managed account

How it works

You connect your accounts, we analyze and alert you.

Start monitoring for free

1

Add your accounts

Start by connecting the accounts you want to monitor.

2

We’ll start monitoring

We'll start running 100+ nightly wellness checks to help you improve your financial health.

3

We’ll keep you in the loop

We’ll keep monitoring quietly in the background and reach out with a weekly Brief of changes in your portfolio.

How it works

You connect your accounts, we analyze and alert you.

Start monitoring for free

1

Add your accounts

Start by connecting the accounts you want to monitor.

2

We’ll start monitoring

We'll start running 100+ nightly wellness checks to help you improve your financial health.

3

We’ll keep you in the loop

We’ll keep monitoring quietly in the background and reach out with a weekly Brief of changes in your portfolio.

How it works

You connect your accounts, we analyze and alert you.

Start monitoring for free

1

Add your accounts

Start by connecting the accounts you want to monitor.

2

We’ll start monitoring

We'll start running 100+ nightly wellness checks to help you improve your financial health.

3

We’ll keep you in the loop

We’ll keep monitoring quietly in the background and reach out with a weekly Brief of changes in your portfolio.

Ongoing financial monitoring—for less than $1/day.

Boost your financial health with daily wellness scans, real-time insights, and proactive alerts that keep you ahead of issues.

100+ signature financial health checks

Daily wellness scans (365+ a year)

One health score for all accounts & custodians

Fees, performance, allocation insights & more

Plain-English translations of your key metrics

Secure cloud storage for your complete financial record

Enable collaboration with your financial advisor

Cancel anytime, no hidden fees

Truthifi® annual membership

24/7 wealth health monitoring

$20

/ month

Charged annually as $240

Start monitoring for free

No AUM fees. No surprise charges. One flat annual rate regardless of portfolio size.

Ongoing financial monitoring—for less than $1/day.

Boost your financial health with daily wellness scans, real-time insights, and proactive alerts that keep you ahead of issues.

100+ signature financial health checks

Daily wellness scans (365+ a year)

One health score for all accounts & custodians

Fees, performance, allocation insights & more

Plain-English translations of your key metrics

Secure cloud storage for your complete financial record

Enable collaboration with your financial advisor

Cancel anytime, no hidden fees

Truthifi® annual membership

24/7 wealth health monitoring

$20

/ month

Charged annually as $240

Start monitoring for free

No AUM fees. No surprise charges. One flat annual rate regardless of portfolio size.

Ongoing financial monitoring—for less than $1/day.

Boost your financial health with daily wellness scans, real-time insights, and proactive alerts that keep you ahead of issues.

100+ signature financial health checks

Daily wellness scans (365+ a year)

One health score for all accounts & custodians

Fees, performance, allocation insights & more

Plain-English translations of your key metrics

Secure cloud storage for your complete financial record

Enable collaboration with your financial advisor

Cancel anytime, no hidden fees

Truthifi® annual membership

24/7 wealth health monitoring

$20

/ month

Charged annually as $240

Start monitoring for free

No AUM fees. No surprise charges. One flat annual rate regardless of portfolio size.

Stop living in spreadsheets.

Start for free

$700,000,000+

Monitored

18,000+

Providers covered

Military-grade

Security

features

Score

Dashboard

Map

Explore

Fees

Holdings

Resources

Articles

Glossary

Press

Security & privacy

Who we serve

Individuals

Advisors

Financial firms

Company

About us

Careers

Contact us

Legal

Privacy Policy

Terms & Conditions

Market Data by Xignite

2025 Truthifi, Inc. All rights reserved.

Stop living in spreadsheets.

Start for free

$700,000,000+

Monitored

18,000+

Providers covered

Military-grade

Security

features

Score

Dashboard

Map

Explore

Fees

Holdings

Resources

Articles

Glossary

Press

Security & privacy

Who we serve

Individuals

Advisors

Financial firms

Company

About us

Careers

Contact us

Legal

Privacy Policy

Terms & Conditions

Market Data by Xignite

2025 Truthifi, Inc. All rights reserved.

Stop living in spreadsheets.

Start for free

$700,000,000+

Monitored

18,000+

Providers covered

Military-grade

Security

features

Score

Dashboard

Map

Explore

Fees

Holdings

Resources

Articles

Glossary

Press

Security & privacy

Who we serve

Individuals

Advisors

Financial firms

Company

About us

Careers

Contact us

Legal

Privacy Policy

Terms & Conditions

Market Data by Xignite

2025 Truthifi, Inc. All rights reserved.