AI AGENT

Your personal financial wellness concierge.

Truthifi's built-in AI agent answers questions about your real portfolio—fees, performance, risk, taxes—in plain English.

Get started for free

AI AGENT

Your personal financial wellness concierge.

Truthifi's built-in AI agent answers questions about your real portfolio—fees, performance, risk, taxes—in plain English.

Get started for free

AI AGENT

Your personal financial wellness concierge.

Truthifi's built-in AI agent answers questions about your real portfolio—fees, performance, risk, taxes—in plain English.

Get started for free

Never miss a mistake.

Chat in plain English

Unlock simple, clear answers to your biggest financial questions.

Mobile phone showing a screen to add an account.

Get accurate answers

Make decisions using data from your actual accounts—not generic advice.

Set up easily

Works instantly after connecting accounts — no MCP, no plugins, no config.

Never miss a mistake.

Chat in plain English

Unlock simple, clear answers to your biggest financial questions.

Get accurate answers

Make decisions using data from your actual accounts—not generic advice.

Set up easily

Works instantly after connecting accounts — no MCP, no plugins, no config.

Never miss a mistake.

Chat in plain English

Unlock simple, clear answers to your biggest financial questions.

Get accurate answers

Make decisions using data from your actual accounts—not generic advice.

Set up easily

Works instantly after connecting accounts — no MCP, no plugins, no config.

Frequently asked questions

Get started for free

How is Truthifi's AI agent different from asking ChatGPT or another AI about my finances?

General AI assistants can't see your accounts. When you ask ChatGPT "am I overpaying in fees?" it answers based on general knowledge — not your actual portfolio. The Truthifi AI agent has direct access to your cleaned, normalized financial data through Truthifi's data layer. That means answers are specific to you: your fees, your funds, your drift, your concentration risk. No hallucinations. No averages that don't apply to you.

Is Truthifi's AI agent the same as Truthifi Connect?

They share the same underlying data infrastructure, but serve different users. The Truthifi AI agent is built into the Truthifi platform — you interact with it directly inside your dashboard. Truthifi Connect is the MCP (Model Context Protocol) server that lets you bring your own AI — Claude, ChatGPT, or another assistant — and connect it to your Truthifi financial data. Both are powered by the same 99.7%-accurate, normalized data layer.

What kinds of financial questions can the Truthifi AI agent answer?

The agent is designed to answer the financial questions that actually matter to real investors, including: Am I overpaying in fees? Is my portfolio drifting from my target allocation? Am I too concentrated in one stock or sector? Will I be able to retire early at my current savings rate? How are tariffs or market events affecting my specific holdings? Is it a good time for me to buy a house? Should I take this job offer, given my financial picture? Because it works from your actual data, answers are specific, not generic.

Can the Truthifi AI agent analyze my investment performance?

Yes. The agent has access to your full performance history — going back to your earliest available transaction, not just from the day you signed up. It can benchmark your returns, surface underperforming funds, flag high-expense-ratio products, and compare your performance across accounts and time periods. All calculations are built from transaction-level data that Truthifi has normalized and verified.

Does the AI agent give financial advice?

No. The Truthifi AI agent provides data-driven insights and information to help you make informed decisions, but it does not provide personalized investment, tax, or legal advice. Think of it as a second set of eyes on your financial data — knowledgeable, unbiased, and always working from accurate information — not a licensed fiduciary or financial advisor.

What is the Truthifi AI agent?

The Truthifi AI agent is a built-in financial intelligence assistant that answers questions about your money using your real, normalized financial data. Unlike general-purpose AI tools, it works from your actual account balances, holdings, transaction history, fees, and performance — not estimates or public averages. It's available 24/7 inside your Truthifi dashboard and is always grounded in data that has been cleaned, structured, and verified for accuracy.

Frequently asked questions

Get started for free

How is Truthifi's AI agent different from asking ChatGPT or another AI about my finances?

General AI assistants can't see your accounts. When you ask ChatGPT "am I overpaying in fees?" it answers based on general knowledge — not your actual portfolio. The Truthifi AI agent has direct access to your cleaned, normalized financial data through Truthifi's data layer. That means answers are specific to you: your fees, your funds, your drift, your concentration risk. No hallucinations. No averages that don't apply to you.

Is Truthifi's AI agent the same as Truthifi Connect?

They share the same underlying data infrastructure, but serve different users. The Truthifi AI agent is built into the Truthifi platform — you interact with it directly inside your dashboard. Truthifi Connect is the MCP (Model Context Protocol) server that lets you bring your own AI — Claude, ChatGPT, or another assistant — and connect it to your Truthifi financial data. Both are powered by the same 99.7%-accurate, normalized data layer.

What kinds of financial questions can the Truthifi AI agent answer?

The agent is designed to answer the financial questions that actually matter to real investors, including: Am I overpaying in fees? Is my portfolio drifting from my target allocation? Am I too concentrated in one stock or sector? Will I be able to retire early at my current savings rate? How are tariffs or market events affecting my specific holdings? Is it a good time for me to buy a house? Should I take this job offer, given my financial picture? Because it works from your actual data, answers are specific, not generic.

Can the Truthifi AI agent analyze my investment performance?

Yes. The agent has access to your full performance history — going back to your earliest available transaction, not just from the day you signed up. It can benchmark your returns, surface underperforming funds, flag high-expense-ratio products, and compare your performance across accounts and time periods. All calculations are built from transaction-level data that Truthifi has normalized and verified.

Does the AI agent give financial advice?

No. The Truthifi AI agent provides data-driven insights and information to help you make informed decisions, but it does not provide personalized investment, tax, or legal advice. Think of it as a second set of eyes on your financial data — knowledgeable, unbiased, and always working from accurate information — not a licensed fiduciary or financial advisor.

What is the Truthifi AI agent?

The Truthifi AI agent is a built-in financial intelligence assistant that answers questions about your money using your real, normalized financial data. Unlike general-purpose AI tools, it works from your actual account balances, holdings, transaction history, fees, and performance — not estimates or public averages. It's available 24/7 inside your Truthifi dashboard and is always grounded in data that has been cleaned, structured, and verified for accuracy.

Frequently asked questions

Get started for free

How is Truthifi's AI agent different from asking ChatGPT or another AI about my finances?

General AI assistants can't see your accounts. When you ask ChatGPT "am I overpaying in fees?" it answers based on general knowledge — not your actual portfolio. The Truthifi AI agent has direct access to your cleaned, normalized financial data through Truthifi's data layer. That means answers are specific to you: your fees, your funds, your drift, your concentration risk. No hallucinations. No averages that don't apply to you.

Is Truthifi's AI agent the same as Truthifi Connect?

They share the same underlying data infrastructure, but serve different users. The Truthifi AI agent is built into the Truthifi platform — you interact with it directly inside your dashboard. Truthifi Connect is the MCP (Model Context Protocol) server that lets you bring your own AI — Claude, ChatGPT, or another assistant — and connect it to your Truthifi financial data. Both are powered by the same 99.7%-accurate, normalized data layer.

What kinds of financial questions can the Truthifi AI agent answer?

The agent is designed to answer the financial questions that actually matter to real investors, including: Am I overpaying in fees? Is my portfolio drifting from my target allocation? Am I too concentrated in one stock or sector? Will I be able to retire early at my current savings rate? How are tariffs or market events affecting my specific holdings? Is it a good time for me to buy a house? Should I take this job offer, given my financial picture? Because it works from your actual data, answers are specific, not generic.

Can the Truthifi AI agent analyze my investment performance?

Yes. The agent has access to your full performance history — going back to your earliest available transaction, not just from the day you signed up. It can benchmark your returns, surface underperforming funds, flag high-expense-ratio products, and compare your performance across accounts and time periods. All calculations are built from transaction-level data that Truthifi has normalized and verified.

Does the AI agent give financial advice?

No. The Truthifi AI agent provides data-driven insights and information to help you make informed decisions, but it does not provide personalized investment, tax, or legal advice. Think of it as a second set of eyes on your financial data — knowledgeable, unbiased, and always working from accurate information — not a licensed fiduciary or financial advisor.

What is the Truthifi AI agent?

The Truthifi AI agent is a built-in financial intelligence assistant that answers questions about your money using your real, normalized financial data. Unlike general-purpose AI tools, it works from your actual account balances, holdings, transaction history, fees, and performance — not estimates or public averages. It's available 24/7 inside your Truthifi dashboard and is always grounded in data that has been cleaned, structured, and verified for accuracy.

More features

Connect to AI

Hook up your finances to your AI of choice without compromising on security.

Protect your accounts

Connect every brokerage, bank, and retirement account in 60 seconds.

Get financially fit

Use 100+ unbiased wellness checks to find out what needs your focus.

Act on accuracy

Get accurate numbers for fees, returns, composition and more.

Reveal overlap

Get a clear birds-eye view of everything in your accounts.

Map your strategy

Add advisors and customize your map for easier collaboration.

Get started for free

More features

Connect to AI

Hook up your finances to your AI of choice without compromising on security.

Protect your accounts

Connect every brokerage, bank, and retirement account in 60 seconds.

Get financially fit

Use 100+ unbiased wellness checks to find out what needs your focus.

Act on accuracy

Get accurate numbers for fees, returns, composition and more.

Reveal overlap

Get a clear birds-eye view of everything in your accounts.

Map your strategy

Add advisors and customize your map for easier collaboration.

Get started for free

More features

Connect to AI

Hook up your finances to your AI of choice without compromising on security.

Protect your accounts

Connect every brokerage, bank, and retirement account in 60 seconds.

Get financially fit

Use 100+ unbiased wellness checks to find out what needs your focus.

Act on accuracy

Get accurate numbers for fees, returns, composition and more.

Reveal overlap

Get a clear birds-eye view of everything in your accounts.

Map your strategy

Add advisors and customize your map for easier collaboration.

Get started for free

Your personal financial wellness concierge.

Your personal financial wellness concierge.

Your personal financial wellness concierge.

Frequently asked questions

Frequently asked questions

Frequently asked questions

More features

More features

More features

Connection guides

Connection guides

ChatGPT Bank of America — Connect Using Truthifi

ChatGPT Bank of America — Connect Using Truthifi

ChatGPT Bank of America — Connect Using Truthifi

ChatGPT Capital One — Connect Using Truthifi | AI Financial Planning

ChatGPT Capital One — Connect Using Truthifi | AI Financial Planning

ChatGPT Capital One — Connect Using Truthifi | AI Financial Planning

ChatGPT Chase — Connect Using Truthifi | AI Financial Planning

ChatGPT Chase — Connect Using Truthifi | AI Financial Planning

ChatGPT Chase — Connect Using Truthifi | AI Financial Planning

ChatGPT Citibank — Connect Using Truthifi | AI Financial Planning

ChatGPT Citibank — Connect Using Truthifi | AI Financial Planning

ChatGPT Citibank — Connect Using Truthifi | AI Financial Planning

ChatGPT Fidelity — Connect Using Truthifi | AI Financial Planning

ChatGPT Fidelity — Connect Using Truthifi | AI Financial Planning

ChatGPT Fidelity — Connect Using Truthifi | AI Financial Planning

ChatGPT Merrill — Connect Using Truthifi | AI Financial Planning

ChatGPT Merrill — Connect Using Truthifi | AI Financial Planning

ChatGPT Merrill — Connect Using Truthifi | AI Financial Planning

ChatGPT Robinhood — Connect Using Truthifi | AI Financial Planning

ChatGPT Robinhood — Connect Using Truthifi | AI Financial Planning

ChatGPT Robinhood — Connect Using Truthifi | AI Financial Planning

ChatGPT Schwab — Connect Using Truthifi | AI Financial Planning

ChatGPT Schwab — Connect Using Truthifi | AI Financial Planning

ChatGPT Schwab — Connect Using Truthifi | AI Financial Planning

Stop living in spreadsheets.

Stop living in spreadsheets.

Stop living in spreadsheets.