The bottom line: Keeping track of your investments and financial transactions can feel overwhelming, especially with the growing number of assets like cryptocurrencies, ETFs, Bitcoin, SMAs (separately managed accounts), and various payment methods. But here’s the good news—Truthifi, a new fintech brand, provides a seamless way to monitor all your financial activities in one place, ensuring transparency, security, and real-time updates.

What is Truthifi?

So, what exactly is Truthifi? Truthifi is an intuitive financial tracking platform that offers real-time insights into your assets, investments, and payments. Whether you’re a seasoned investor or just starting out, Truthifi helps you stay informed and make data-driven decisions with ease. Want to know more? Check out Truthifi’s features here.

Why use Truthifi for financial monitoring?

You might be wondering—why should you choose Truthifi? Here are some key benefits of using Truthifi to track your investments and payments:

• Real-time tracking – Get instant updates on your crypto, ETFs, Bitcoin, SMAs, and payments, all from one dashboard.

• Enhanced security – Your data is protected with robust encryption and secure access protocols.

• Transparency & accuracy – Say goodbye to guesswork with clear, precise data about your investments and transactions.

• User-friendly interface – Easily navigate and understand your portfolio without complex financial jargon.

How to monitor your assets using Truthifi

1. Sign up and set up your profile

First things first—getting started with Truthifi is simple. Sign up for an account, create a secure password, and customize your profile based on the assets you want to monitor.

2. Connect your crypto wallets

Got Bitcoin, Ethereum, or other cryptocurrencies? Great! Link your wallets to Truthifi for real-time tracking. The platform syncs your transactions automatically and provides insights into price fluctuations, holdings, and trends.

3. Track your ETFs and traditional investments

Now, let’s talk about your exchange-traded funds (ETFs) and other traditional assets. Truthifi aggregates your investment data to help you assess performance, risk, and diversification.

4. Monitor your SMAs (separately managed accounts)

Managing SMAs? No problem! Truthifi allows you to track your SMAs and evaluate how your money managers are performing. It provides clear reports on portfolio allocation and returns.

5. Keep an eye on payments

And let’s not forget payments! Easily monitor payments made through various methods, including bank transfers, digital wallets, and cryptocurrency transactions. You can even set up alerts for unusual activity or scheduled transactions.

How AI can help you keep eyes on every account in one place

• Connect every account (taxable, retirement, crypto wallet, SMAs, the linked Apple Card) to Truthifi Connect, then ask Claude or ChatGPT to give you a single net-worth picture. Splitting accounts across providers tends to leave at least three blind spots in the consolidated view.

• For crypto specifically, ask your agent to flag any wallet showing unusual activity since last review: withdrawals, new approvals, gas-intensive transactions. The early signals matter more here than in traditional accounts.

• For SMAs and managed accounts, have your agent compare the trading activity on your statement against what the strategy promised. "Tax-aware overlay" should produce visible tax-loss harvesting, not just a brochure paragraph.

Try it with Truthifi: Start for free at app.truthifi.com — connect your accounts and ask the Truthifi agent to monitor every account from a single view.

Prefer a dedicated AI connection? Truthifi Connect lets Claude, ChatGPT, and Perplexity read your live portfolio data directly.