Get portfolio-wide insights, without the paperwork
With Truthifi's Statement, you can easily compare the numbers you care about across accounts, advisors, goals and more.
Instantly get the numbers you care about
“So eye opening! These details and the print out option will help me have a more informed discussion with my advisor.”
KD
Kim D
Straightforward
Cut to the chase and see the most important numbers of all, in no time.
Simple
Get the gist of everything in record time with our summary snippets.
Flexible
Easily control the scope of accounts and date range of your Statement.
Familiar
In addition to our new investment tools, you'll find the classics.
Easy to compare
Quickly compare the things that matter in the way that matters most to you.
Detailed
Easily search for specific transactions or securities on your portfolio.
You shouldn't have to juggle statements and dashboards.
Learn more
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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.