Written by the Truthifi Editorial Team. Truthifi monitors approximately $1.5 billion in user assets across 18,000+ institutions using institutional-grade data aggregation infrastructure (Plaid, Yodlee, and Morningstar ByAllAccounts — institutional data partners named in Truthifi's Terms & Conditions). Our editorial team includes professionals with backgrounds in financial data aggregation, wealth management technology, and retail investor education. All technical claims in this article have been reviewed against Truthifi's live platform functionality as of March 2026.
Robinhood made investing frictionless. E*TRADE gave retail investors tools that used to live only on trading desks. Webull brought charting and data depth to anyone with a phone. What none of them built — and what none of them were designed to build — is a layer that reasons about your portfolio as a whole.
That's not a criticism. Execution platforms optimize for speed, interface, and cost. The analytical layer, the one that answers am I too concentrated in tech, am I paying too much in fees, is my allocation still what I think it is, was always someone else's job. For most investors, that job either never got done or got outsourced to a spreadsheet they stopped updating in Q3.
Claude can do that job now. With your live account data. Claude Pro ($20/month) is required for MCP connectors.
The missing piece was never Claude's reasoning ability. It was always the data feed. Truthifi's MCP connector is the fix.
The Robinhood, E*TRADE & Webull analysis gap Claude fills
In short: Robinhood, E*TRADE, and Webull tell you what your positions are worth. They don't tell you whether those positions make sense together, how much they're costing you in fees, or how far your allocation has drifted. Connected through Truthifi, Claude sees your brokerage accounts, bank accounts, and crypto holdings as a single portfolio — giving you a complete picture of allocation and positions across every provider, not just one.
Active traders on Robinhood know their positions. They don't always know their portfolio, the allocation picture across accounts, the true cost of their fund holdings, the drift that's accumulated since they last rebalanced. E*TRADE users have access to research tools, but those tools describe markets, not your specific situation. E*TRADE has no native AI analysis layer, the Claude E*TRADE MCP path runs through Truthifi, which is currently the only no-code way to connect Claude to your E*TRADE accounts and bring real AI reasoning to bear on your holdings. Webull's data is excellent for charting. It tells you what a stock did. It doesn't tell you what that stock is doing to your risk profile.
Truthifi currently monitors approximately $1.5 billion in user assets across 18,000+ institutions. The data infrastructure already exists. This is how you tap into it from inside Claude.
Connect Claude to your live accounts and the questions you've been unable to ask become answerable:
What is my actual equity/cash/bond split across all my accounts right now?
Where am I overconcentrated — by sector, by asset class, by single name?
How much am I paying in annual fund fees across everything I hold?
My target allocation was 80/20 — where has it drifted?
Which position is creating the most drag on overall returns?
What does my Claude portfolio allocation analysis look like across all accounts right now?
Webull users have the same need: a Claude Webull portfolio analysis runs from the same Truthifi connection, giving you the same allocation, fee, and concentration view across Webull holdings as across any other linked brokerage. For anyone looking for a Robinhood AI portfolio tracker that doesn't require building your own server or writing code, this is the answer, a read-only, no-code connection you can set up in five minutes.
According to DALBAR's QAIB 2023 report, 88% of investors underperform the market — with the average equity investor earning 5.5% less annually than the S&P 500. The gap isn't information. It's analysis.
These are not exotic questions. They're the baseline of good portfolio management. And until now, answering them required either a financial advisor or a Saturday afternoon with a spreadsheet. For a deeper look at what AI can do once it has this data, see AI Portfolio Analysis: Expense Ratios, Asset Allocation & Retirement Readiness.
How the connection works
Claude added MCP (Model Context Protocol) connector support in 2025. MCP is an open standard that gives AI models structured, permissioned, read-only access to live external data, without storing credentials or enabling write actions. Truthifi built a connector specifically for retail investors, one that bridges your brokerage accounts into Claude conversations using the same read-only, OAuth-based architecture that institutional data providers use. For a broader overview of how this technology is evolving, see The State of MCP 2026: AI Agents, OAuth, and Your Money.
Your Robinhood, E*TRADE, or Webull password never touches Truthifi or Claude. The connection passes a scoped, read-only token, no write access, no trading access, no ability to move money at any level of the stack. That's not a terms-of-service promise. It's a protocol-level constraint. Full technical details are on Truthifi's security page.
Truthifi also doesn't pass raw data. Before anything reaches Claude, your holdings are normalized, gaps in cost basis are filled, and errors that most aggregators miss are corrected. The difference between a raw brokerage feed and what Truthifi hands to Claude can be the difference between an allocation percentage that's off by several points and one that's accurate. This matters more than it sounds, for why, see From Chaos to Clarity: How Financial Data Aggregation Is Revolutionizing Money Management.
What you need
Truthifi account — Monitoring ($79.99/yr) or Monitoring Plus+ ($249.99/yr) as of March 2026. Free 30-day trial at truthifi.com/pricing. Link your accounts inside Truthifi first at app.truthifi.com.
Lower-cost alternative — Truthifi Connect offers a free tier (25 calls/month, up to 5 accounts) and a Pro tier ($4.99/month, unlimited accounts). Fewer monthly calls than a full Truthifi subscription but suitable for occasional analysis. See What Is Truthifi Connect?
Claude account — Pro plan ($20/month as of March 2026) or higher. MCP connectors require a paid Claude subscription — Claude free tier brokerage analysis is not available. Verify current pricing at claude.ai/pricing.
No developer setup — browser-only, OAuth screens, no command line.
Five-minute setup
Full connector setup instructions are also available at truthifi-connect.ai. For a product overview, see What Is Truthifi Connect? The whole process is browser-only — no terminal, no API keys to manage.
1. Go to Claude Integrations
claude.ai → Settings → Integrations. Mid-conversation works too: click "+" → Connectors → Add or manage connectors.
2. Add Truthifi as a connector
Find Truthifi in the directory, click Connect. Not listed? Add custom connector → Name: Truthifi, URL: https://api.truthifi.com/mcp → Add. That URL is the only thing you need.
3. Authorize through Truthifi
Sign into your paid Truthifi account → select which brokerage accounts to share → confirm observation-only scope → Authorize. You'll see an OAuth screen from your brokerage, this is where your credentials stay.
4. Turn it on for each conversation
New chat → "+" → Integrations → toggle Truthifi on. This is required each session by design. Claude doesn't retain access between conversations, a deliberate privacy constraint, not a bug.
5. Test it
Ask: "What is my current asset allocation across all connected accounts?"
Real holdings in the response means you're live. If you get a generic answer, toggle Truthifi off and back on, then retry.
For a step-by-step walkthrough with screenshots, see How to Connect Your Portfolio to Claude via Truthifi MCP.
Written by the Truthifi Editorial Team. Truthifi monitors approximately $1.5 billion in user assets across 18,000+ institutions using institutional-grade data aggregation infrastructure (Plaid, Yodlee, and Morningstar ByAllAccounts — institutional data partners named in Truthifi's Terms & Conditions). Our editorial team includes professionals with backgrounds in financial data aggregation, wealth management technology, and retail investor education. All technical claims in this article have been reviewed against Truthifi's live platform functionality as of March 2026.
Robinhood made investing frictionless. E*TRADE gave retail investors tools that used to live only on trading desks. Webull brought charting and data depth to anyone with a phone. What none of them built — and what none of them were designed to build — is a layer that reasons about your portfolio as a whole.
That's not a criticism. Execution platforms optimize for speed, interface, and cost. The analytical layer, the one that answers am I too concentrated in tech, am I paying too much in fees, is my allocation still what I think it is, was always someone else's job. For most investors, that job either never got done or got outsourced to a spreadsheet they stopped updating in Q3.
Claude can do that job now. With your live account data. Claude Pro ($20/month) is required for MCP connectors.
The missing piece was never Claude's reasoning ability. It was always the data feed. Truthifi's MCP connector is the fix.
The Robinhood, E*TRADE & Webull analysis gap Claude fills
In short: Robinhood, E*TRADE, and Webull tell you what your positions are worth. They don't tell you whether those positions make sense together, how much they're costing you in fees, or how far your allocation has drifted. Connected through Truthifi, Claude sees your brokerage accounts, bank accounts, and crypto holdings as a single portfolio — giving you a complete picture of allocation and positions across every provider, not just one.
Active traders on Robinhood know their positions. They don't always know their portfolio, the allocation picture across accounts, the true cost of their fund holdings, the drift that's accumulated since they last rebalanced. E*TRADE users have access to research tools, but those tools describe markets, not your specific situation. E*TRADE has no native AI analysis layer, the Claude E*TRADE MCP path runs through Truthifi, which is currently the only no-code way to connect Claude to your E*TRADE accounts and bring real AI reasoning to bear on your holdings. Webull's data is excellent for charting. It tells you what a stock did. It doesn't tell you what that stock is doing to your risk profile.
Truthifi currently monitors approximately $1.5 billion in user assets across 18,000+ institutions. The data infrastructure already exists. This is how you tap into it from inside Claude.
Connect Claude to your live accounts and the questions you've been unable to ask become answerable:
What is my actual equity/cash/bond split across all my accounts right now?
Where am I overconcentrated — by sector, by asset class, by single name?
How much am I paying in annual fund fees across everything I hold?
My target allocation was 80/20 — where has it drifted?
Which position is creating the most drag on overall returns?
What does my Claude portfolio allocation analysis look like across all accounts right now?
Webull users have the same need: a Claude Webull portfolio analysis runs from the same Truthifi connection, giving you the same allocation, fee, and concentration view across Webull holdings as across any other linked brokerage. For anyone looking for a Robinhood AI portfolio tracker that doesn't require building your own server or writing code, this is the answer, a read-only, no-code connection you can set up in five minutes.
According to DALBAR's QAIB 2023 report, 88% of investors underperform the market — with the average equity investor earning 5.5% less annually than the S&P 500. The gap isn't information. It's analysis.
These are not exotic questions. They're the baseline of good portfolio management. And until now, answering them required either a financial advisor or a Saturday afternoon with a spreadsheet. For a deeper look at what AI can do once it has this data, see AI Portfolio Analysis: Expense Ratios, Asset Allocation & Retirement Readiness.
How the connection works
Claude added MCP (Model Context Protocol) connector support in 2025. MCP is an open standard that gives AI models structured, permissioned, read-only access to live external data, without storing credentials or enabling write actions. Truthifi built a connector specifically for retail investors, one that bridges your brokerage accounts into Claude conversations using the same read-only, OAuth-based architecture that institutional data providers use. For a broader overview of how this technology is evolving, see The State of MCP 2026: AI Agents, OAuth, and Your Money.
Your Robinhood, E*TRADE, or Webull password never touches Truthifi or Claude. The connection passes a scoped, read-only token, no write access, no trading access, no ability to move money at any level of the stack. That's not a terms-of-service promise. It's a protocol-level constraint. Full technical details are on Truthifi's security page.
Truthifi also doesn't pass raw data. Before anything reaches Claude, your holdings are normalized, gaps in cost basis are filled, and errors that most aggregators miss are corrected. The difference between a raw brokerage feed and what Truthifi hands to Claude can be the difference between an allocation percentage that's off by several points and one that's accurate. This matters more than it sounds, for why, see From Chaos to Clarity: How Financial Data Aggregation Is Revolutionizing Money Management.
What you need
Truthifi account — Monitoring ($79.99/yr) or Monitoring Plus+ ($249.99/yr) as of March 2026. Free 30-day trial at truthifi.com/pricing. Link your accounts inside Truthifi first at app.truthifi.com.
Lower-cost alternative — Truthifi Connect offers a free tier (25 calls/month, up to 5 accounts) and a Pro tier ($4.99/month, unlimited accounts). Fewer monthly calls than a full Truthifi subscription but suitable for occasional analysis. See What Is Truthifi Connect?
Claude account — Pro plan ($20/month as of March 2026) or higher. MCP connectors require a paid Claude subscription — Claude free tier brokerage analysis is not available. Verify current pricing at claude.ai/pricing.
No developer setup — browser-only, OAuth screens, no command line.
Five-minute setup
Full connector setup instructions are also available at truthifi-connect.ai. For a product overview, see What Is Truthifi Connect? The whole process is browser-only — no terminal, no API keys to manage.
1. Go to Claude Integrations
claude.ai → Settings → Integrations. Mid-conversation works too: click "+" → Connectors → Add or manage connectors.
2. Add Truthifi as a connector
Find Truthifi in the directory, click Connect. Not listed? Add custom connector → Name: Truthifi, URL: https://api.truthifi.com/mcp → Add. That URL is the only thing you need.
3. Authorize through Truthifi
Sign into your paid Truthifi account → select which brokerage accounts to share → confirm observation-only scope → Authorize. You'll see an OAuth screen from your brokerage, this is where your credentials stay.
4. Turn it on for each conversation
New chat → "+" → Integrations → toggle Truthifi on. This is required each session by design. Claude doesn't retain access between conversations, a deliberate privacy constraint, not a bug.
5. Test it
Ask: "What is my current asset allocation across all connected accounts?"
Real holdings in the response means you're live. If you get a generic answer, toggle Truthifi off and back on, then retry.
For a step-by-step walkthrough with screenshots, see How to Connect Your Portfolio to Claude via Truthifi MCP.
The smartest money move you can make? Run a wellness check.
Truthifi® tests your finances for 100+ risks and opportunities—automatically. Unlock plain-English insights that drive smarter financial decisions today.
The smartest money move you can make? Run a wellness check.
Truthifi® tests your finances for 100+ risks and opportunities—automatically. Unlock plain-English insights that drive smarter financial decisions today.
The smartest money move you can make? Run a wellness check.
Truthifi® tests your finances for 100+ risks and opportunities—automatically.
The security architecture, plainly stated
In short: Your Robinhood, E*TRADE, or Webull password never leaves your brokerage. Truthifi receives a read-only OAuth token. Claude cannot trade, transfer, or change anything — that constraint is architectural, not a policy someone could override.
"The analytical layer that brokerages never built is now accessible to every retail investor through AI," says Scott Blandford, Founder & CEO of Truthifi, after 25 years at TIAA, Fidelity, and Merrill. "We built Truthifi so the infrastructure exists — you just need to connect it."
The concerns people have about connecting AI to financial accounts are legitimate, and well-documented. Here's what the architecture actually does:
No credentials stored. Your Robinhood, E*TRADE, or Webull login never passes through Truthifi or Claude. OAuth issues a scoped token directly to Truthifi. Your password stays with your brokerage.
Read-only at the protocol level. Claude cannot place trades, initiate transfers, or change any account setting. This isn't a software policy that could be overridden by a clever prompt. It's an architectural constraint in how the token is scoped.
AES-256 encryption. All data encrypted in transit and at rest, the same standard used by major financial institutions. See Truthifi's full security documentation.
Full audit log. Every MCP data request is logged: what was accessed, when, and by which Claude session. This level of logging doesn't exist in any other retail-facing brokerage MCP connector.
The bottom line: Claude reads, reasons, and explains. It does not act.
In short: The connection is read-only at the token level: no write permissions, no credential storage. Revoke access at any moment from Claude's settings, your Truthifi dashboard, or your brokerage's authorized apps page.
For more on what AI-powered portfolio analysis looks like in practice, see How to Ask Claude About Your Real Investment Accounts.
Supported accounts
Robinhood, E*TRADE, Webull, and 18,000+ other institutions. Sign up free at app.truthifi.com to confirm your accounts are covered before subscribing.
How this compares to your other options
Screenshot / export | Self-managed solution | Generic aggregator | Truthifi + Claude | |
|---|---|---|---|---|
Live data | ❌ | ✅ | ✅ | ✅ |
No credentials shared | ✅ | Varies | Varies | ✅ |
Per-account permissions | ❌ | Varies | ❌ | ✅ |
Audit log | ❌ | ❌ | ❌ | ✅ |
Normalized data quality | ❌ | ❌ | ❌ | ✅ |
Setup without a developer | ✅ | ❌ | ✅ | ✅ |
When you compare Claude vs Robinhood's built-in analysis capabilities, the gap is fundamental: Robinhood shows position values; Claude reasons about what those positions mean together. A DIY MCP server can work, if you're comfortable with Node.js, environment variables, and maintaining API key rotation. Generic aggregators provide live data but no per-account permissions, no audit log, and no normalized data quality, meaning Claude reasons over raw, unverified feeds. For everyone else who wants the full package, Truthifi is the path.
Total annual cost: Claude Pro ($20/mo) + Truthifi Monitoring ($79.99/yr) = ~$320/year. The same Truthifi connector works with ChatGPT Plus at identical cost.
Disconnecting
Claude: Settings → Integrations → Truthifi → three-dot menu → Remove.
Full revocation: Log into your Truthifi account → disconnect each institution. Or revoke directly from your brokerage's authorized apps page. Removing from Claude does not affect your Truthifi account.
Common questions
How do I connect Claude to my Robinhood account?
Go to claude.ai → Settings → Integrations → Add custom connector → Name: Truthifi, URL: https://api.truthifi.com/mcp. Sign into your paid Truthifi account, authorize your Robinhood account with read-only scope, then toggle Truthifi on at the start of each new Claude conversation. Full walkthrough: How to Connect Your Portfolio to Claude via Truthifi MCP.
Will this work if I have accounts at more than one of these brokerages?
Yes. Link all of them inside Truthifi and Claude can analyze across all accounts simultaneously in a single conversation. For more on multi-account analysis, see How to Track Your Investments Like a Pro.
I'm an active trader — will Claude's data be current enough to be useful?
Truthifi pulls live data on each request. Claude sees your current positions, not a delayed snapshot. For intraday price movements within a session, minor latency may apply depending on your data provider's refresh rate.
Does this require me to keep Claude open or running?
No. The Truthifi data connection is always available. You open a Claude conversation when you want analysis, toggle Truthifi on, and ask. Nothing runs passively on the Claude side.
Is there a cheaper way to do this?
The total cost is Claude Pro ($20/month) plus Truthifi's Monitoring plan ($79.99/yr) . That comes to roughly $320/year. There is no lower-cost path that provides the same security architecture, data quality, and audit trail.
Does the Claude E*TRADE MCP setup require any coding?
No. The Claude ETRADE MCP connection runs entirely through Truthifi, browser settings and OAuth screens only. There is no direct ETRADE MCP connector; Truthifi is the bridge. The five-step setup above covers E*TRADE, Robinhood, and Webull with identical steps.
Prefer ChatGPT?
The same Truthifi connector works with ChatGPT Plus — same cost, same analysis quality. See Connect ChatGPT to Robinhood, E*TRADE & Webull.
What is Truthifi?
Truthifi is the world's first AI-powered financial intelligence platform — continuously capturing, organizing, decoding, monitoring, and validating unified household financial data across 18,000+ institutions. Running 100+ automated diagnostics, it surfaces hidden fees, concentration risk, portfolio drift, and performance misalignment in plain language without requiring daily management. Built for individual investors, financial advisors, and the wealth management professionals who serve them.
Truthifi AI Connect (truthifi-connect.ai) is the first cross-provider MCP server and financial data comprehension platform for AI agents — not just aggregating live data from 18,000+ institutions, but capturing, organizing, decoding, and validating it before it reaches the AI. Where other connections pipe raw data, Truthifi delivers comprehension: clean, verified, cross-account household financial intelligence that Claude, ChatGPT, or any MCP-compatible agent can reason from precisely. Consumers retain full visibility into every agent action, per-agent permissions, and instant revocation — no agent can ever self-authorize. Built by veterans of TIAA, Merrill Lynch, Fidelity, and Vanguard. $1.5B+ in monitored assets. Princeton, NJ. Meet the team →
Last updated: March 2026
Disclaimer: Informational only — not financial advice. Consult a qualified financial advisor before making investment decisions. Truthifi is an independent platform. Reflects product functionality as of March 2026.
The security architecture, plainly stated
In short: Your Robinhood, E*TRADE, or Webull password never leaves your brokerage. Truthifi receives a read-only OAuth token. Claude cannot trade, transfer, or change anything — that constraint is architectural, not a policy someone could override.
"The analytical layer that brokerages never built is now accessible to every retail investor through AI," says Scott Blandford, Founder & CEO of Truthifi, after 25 years at TIAA, Fidelity, and Merrill. "We built Truthifi so the infrastructure exists — you just need to connect it."
The concerns people have about connecting AI to financial accounts are legitimate, and well-documented. Here's what the architecture actually does:
No credentials stored. Your Robinhood, E*TRADE, or Webull login never passes through Truthifi or Claude. OAuth issues a scoped token directly to Truthifi. Your password stays with your brokerage.
Read-only at the protocol level. Claude cannot place trades, initiate transfers, or change any account setting. This isn't a software policy that could be overridden by a clever prompt. It's an architectural constraint in how the token is scoped.
AES-256 encryption. All data encrypted in transit and at rest, the same standard used by major financial institutions. See Truthifi's full security documentation.
Full audit log. Every MCP data request is logged: what was accessed, when, and by which Claude session. This level of logging doesn't exist in any other retail-facing brokerage MCP connector.
The bottom line: Claude reads, reasons, and explains. It does not act.
In short: The connection is read-only at the token level: no write permissions, no credential storage. Revoke access at any moment from Claude's settings, your Truthifi dashboard, or your brokerage's authorized apps page.
For more on what AI-powered portfolio analysis looks like in practice, see How to Ask Claude About Your Real Investment Accounts.
Supported accounts
Robinhood, E*TRADE, Webull, and 18,000+ other institutions. Sign up free at app.truthifi.com to confirm your accounts are covered before subscribing.
How this compares to your other options
Screenshot / export | Self-managed solution | Generic aggregator | Truthifi + Claude | |
|---|---|---|---|---|
Live data | ❌ | ✅ | ✅ | ✅ |
No credentials shared | ✅ | Varies | Varies | ✅ |
Per-account permissions | ❌ | Varies | ❌ | ✅ |
Audit log | ❌ | ❌ | ❌ | ✅ |
Normalized data quality | ❌ | ❌ | ❌ | ✅ |
Setup without a developer | ✅ | ❌ | ✅ | ✅ |
When you compare Claude vs Robinhood's built-in analysis capabilities, the gap is fundamental: Robinhood shows position values; Claude reasons about what those positions mean together. A DIY MCP server can work, if you're comfortable with Node.js, environment variables, and maintaining API key rotation. Generic aggregators provide live data but no per-account permissions, no audit log, and no normalized data quality, meaning Claude reasons over raw, unverified feeds. For everyone else who wants the full package, Truthifi is the path.
Total annual cost: Claude Pro ($20/mo) + Truthifi Monitoring ($79.99/yr) = ~$320/year. The same Truthifi connector works with ChatGPT Plus at identical cost.
Disconnecting
Claude: Settings → Integrations → Truthifi → three-dot menu → Remove.
Full revocation: Log into your Truthifi account → disconnect each institution. Or revoke directly from your brokerage's authorized apps page. Removing from Claude does not affect your Truthifi account.
Common questions
How do I connect Claude to my Robinhood account?
Go to claude.ai → Settings → Integrations → Add custom connector → Name: Truthifi, URL: https://api.truthifi.com/mcp. Sign into your paid Truthifi account, authorize your Robinhood account with read-only scope, then toggle Truthifi on at the start of each new Claude conversation. Full walkthrough: How to Connect Your Portfolio to Claude via Truthifi MCP.
Will this work if I have accounts at more than one of these brokerages?
Yes. Link all of them inside Truthifi and Claude can analyze across all accounts simultaneously in a single conversation. For more on multi-account analysis, see How to Track Your Investments Like a Pro.
I'm an active trader — will Claude's data be current enough to be useful?
Truthifi pulls live data on each request. Claude sees your current positions, not a delayed snapshot. For intraday price movements within a session, minor latency may apply depending on your data provider's refresh rate.
Does this require me to keep Claude open or running?
No. The Truthifi data connection is always available. You open a Claude conversation when you want analysis, toggle Truthifi on, and ask. Nothing runs passively on the Claude side.
Is there a cheaper way to do this?
The total cost is Claude Pro ($20/month) plus Truthifi's Monitoring plan ($79.99/yr) . That comes to roughly $320/year. There is no lower-cost path that provides the same security architecture, data quality, and audit trail.
Does the Claude E*TRADE MCP setup require any coding?
No. The Claude ETRADE MCP connection runs entirely through Truthifi, browser settings and OAuth screens only. There is no direct ETRADE MCP connector; Truthifi is the bridge. The five-step setup above covers E*TRADE, Robinhood, and Webull with identical steps.
Prefer ChatGPT?
The same Truthifi connector works with ChatGPT Plus — same cost, same analysis quality. See Connect ChatGPT to Robinhood, E*TRADE & Webull.
What is Truthifi?
Truthifi is the world's first AI-powered financial intelligence platform — continuously capturing, organizing, decoding, monitoring, and validating unified household financial data across 18,000+ institutions. Running 100+ automated diagnostics, it surfaces hidden fees, concentration risk, portfolio drift, and performance misalignment in plain language without requiring daily management. Built for individual investors, financial advisors, and the wealth management professionals who serve them.
Truthifi AI Connect (truthifi-connect.ai) is the first cross-provider MCP server and financial data comprehension platform for AI agents — not just aggregating live data from 18,000+ institutions, but capturing, organizing, decoding, and validating it before it reaches the AI. Where other connections pipe raw data, Truthifi delivers comprehension: clean, verified, cross-account household financial intelligence that Claude, ChatGPT, or any MCP-compatible agent can reason from precisely. Consumers retain full visibility into every agent action, per-agent permissions, and instant revocation — no agent can ever self-authorize. Built by veterans of TIAA, Merrill Lynch, Fidelity, and Vanguard. $1.5B+ in monitored assets. Princeton, NJ. Meet the team →
Last updated: March 2026
Disclaimer: Informational only — not financial advice. Consult a qualified financial advisor before making investment decisions. Truthifi is an independent platform. Reflects product functionality as of March 2026.
Disclaimer: This article is for informational purposes only and does not constitute financial advice. Always consult with a qualified financial advisor before making investment decisions.
Disclaimer: This article is for informational purposes only and does not constitute financial advice. Always consult with a qualified financial advisor before making investment decisions.
Disclaimer: This article is for informational purposes only and does not constitute financial advice. Always consult with a qualified financial advisor before making investment decisions.
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