Roth IRA ··7741
Fidelity
In Truthifi
Transaction
Dividend, reinvested
Security
Vanguard 500 Index
Cost basis
$2,412.60
History
Since 2016
Finances in plain English.
Every institution writes your data in its own codes. We translate it all.
Not just funds. Everything.
CITs, munis, options and private funds: identified, not marked “unknown.”
Your actual holdings & accounts.
Duplicates and “other” accounts, sorted into what you actually own.
Transactions you don’t need to correct.
Dividends logged as buys, sweeps as withdrawals: decoded at the source.
Full histories, finally.
Rebuilt from your records, even after a dropped connection.
Trustworthy calculations.
Returns, fees and how you compare, in plain good-or-bad terms.
Signals
Early withdrawal
Growing credit card balance
Portfolio fees above industry average
FAQ
Want to know exactly what we fix, and how? Ask us.
Where does my data come from?
From more than 18,000 institutions, through read-only connections with Plaid, Envestnet | Yodlee and Morningstar By All Accounts. Anything that can’t be linked, like your home or car, you can add by hand.
