Monitoring your crypto, ETFs, Bitcoin, SMAs, and payments with Truthifi

Truthifi offers great tools to help you make sense of all of your assets and accounts

Truthifi Editors

Published

Oct 7, 2024

3 min read

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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.

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.

Maximizing your Truthifi experience

Here’s where it gets even better:

  • Set up alerts – Get notified for significant changes in your investments, transactions or your score.

  • Use analytics – Leverage built-in analytics tools to make informed investment decisions.

  • Review regularly – Schedule regular check-ins to ensure your financial strategies align with your goals.

Stay in control of your financial future

At the end of the day, Truthifi empowers you to take full control of your investments and payments with ease and confidence. Whether you’re managing Bitcoin, ETFs, SMAs, or general payments, this platform provides the transparency and security you need to thrive in today’s dynamic financial landscape.

So, what are you waiting for? Sign up for Truthifi today** and take the first step toward smarter investing!**

How Truthifi can help

  • The Map: See all the people, accounts, and providers you work with In one place & organize them around your goals

  • The Score. See how the people and firms you work with are performing.

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.

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.

Maximizing your Truthifi experience

Here’s where it gets even better:

  • Set up alerts – Get notified for significant changes in your investments, transactions or your score.

  • Use analytics – Leverage built-in analytics tools to make informed investment decisions.

  • Review regularly – Schedule regular check-ins to ensure your financial strategies align with your goals.

Stay in control of your financial future

At the end of the day, Truthifi empowers you to take full control of your investments and payments with ease and confidence. Whether you’re managing Bitcoin, ETFs, SMAs, or general payments, this platform provides the transparency and security you need to thrive in today’s dynamic financial landscape.

So, what are you waiting for? Sign up for Truthifi today** and take the first step toward smarter investing!**

How Truthifi can help

  • The Map: See all the people, accounts, and providers you work with In one place & organize them around your goals

  • The Score. See how the people and firms you work with are performing.

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.

Truthifi™ is the world’s first investment monitoring app. We're for investors who want clarity, advisors who want distinction, and an industry that needs trust.

© 2025 Truthifi, Inc. All Rights Reserved.

Truthifi™ is the world’s first investment monitoring app. We're for investors who want clarity, advisors who want distinction, and an industry that needs trust.

© 2025 Truthifi, Inc. All Rights Reserved.

Truthifi™ is the world’s first investment monitoring app. We're for investors who want clarity, advisors who want distinction, and an industry that needs trust.

© 2025 Truthifi, Inc. All Rights Reserved.