Explore holdings like never before.
Explore holdings like never before.
Explore holdings like never before.
“Truthifi has revealed to me substantial stock concentrations in my funds that I was unaware of, thanks to this I made more informed financial decisions…”
“Truthifi has revealed to me substantial stock concentrations in my funds that I was unaware of, thanks to this I made more informed financial decisions…”
MS
Marco S
All of your investments, organized in minutes
All of your investments, organized in minutes
It shouldn't be hard to know what you own—and now it isn't. Plus, our "zoom" slider lets you see the big picture, or drill down into the details.
It shouldn't be hard to know what you own—and now it isn't. Plus, our "zoom" slider lets you see the big picture, or drill down into the details.
Big picture
Big picture
Zoom out to get a birds-eye view of your equity composition.
Zoom out to get a birds-eye view of your equity composition.
Revelatory
Revelatory
Drill down into your holdings and reveal overlapping positions.
Drill down into your holdings and reveal overlapping positions.
Protective
Protective
Automatically scan for potential holding-related red flags.
Automatically scan for potential holding-related red flags.
Traditional
Traditional
Return to familiarity with our traditional view of asset allocations.
Return to familiarity with our traditional view of asset allocations.
Translated
Translated
Go even simpler with a one-sentence summary of your investment objective.
Go even simpler with a one-sentence summary of your investment objective.
Convenient
Convenient
If you're curious about a stock or bond, you don't have to leave to look it up.
If you're curious about a stock or bond, you don't have to leave to look it up.
Your investing toolkit should be as protective as possible.
Your investing toolkit should be as protective as possible.
Learn more
How to track your investments like a pro (without losing your mind)
How to track your investments like a pro (without losing your mind)
Apr 11, 2025
Near retirement? Here’s how to keep your investments safe and growing
Near retirement? Here’s how to keep your investments safe and growing
Dec 20, 2024
The hidden reasons investors lose money—and the fix that works
The hidden reasons investors lose money—and the fix that works
Oct 28, 2024
How your financial setup shapes your wealth management success
How your financial setup shapes your wealth management success
Oct 14, 2024
Is your robo-advisor doing what it’s supposed to be doing?
Is your robo-advisor doing what it’s supposed to be doing?
Sep 26, 2024
Using the Truthifi Wealth Map to manage your investments
Using the Truthifi Wealth Map to manage your investments
Sep 23, 2024
Groundbreaking Wealth Map feature launched!
Groundbreaking Wealth Map feature launched!
Sep 16, 2024
How do you organize your financial life? (And is it working?)
How do you organize your financial life? (And is it working?)
May 7, 2024
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.
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.
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.