Wealth management and asset management, explained

Comprehensive Fund Analyzer for Vanguard, BlackRock, Fidelity ETFs and Geographic Portfolio Tools Enable Domestic Investment Strategies

PRINCETON, NJ, UNITED STATES, April 30, 2025 /EINPresswire.com/ -- Truthifi, the leading investment monitoring platform solving the wealth management industry's agency problem, today announced the launch of enhanced ETF tracking, comprehensive mutual fund analysis, SMA tracking, and revolutionary geographic portfolio concentration tools. These advanced portfolio analysis capabilities, building on the platform's recently launched crypto wallet support, establish Truthifi as the most comprehensive investment tracker for Vanguard ETFs, BlackRock iShares, Fidelity mutual funds, and SMA tracking across major providers.

The new fund analyzer and investment geography features address growing investor demand for America first investing strategies and made in America ETF analysis, particularly among those interested in domestic investment tracking and geographic concentration analysis of their US stock exposure across different fund types. This comprehensive ETF tracker, mutual fund tracker, and SMA tracking integration makes Truthifi the first platform to provide unified visibility across individual securities, Vanguard ETFs, BlackRock funds, Fidelity investments, separately managed accounts, cryptocurrency holdings, and geographic investment concentrations.

Revolutionary Fund Analyzer for Complete Investment Transparency

Truthifi's enhanced ETF tracker provides institutional-quality analysis previously available only to large investment managers, enabling individual investors to understand their complete fund exposure across thousands of ETFs from major providers including Vanguard ETFs, BlackRock iShares, State Street SPDR ETFs, Invesco QQQ, Fidelity ETFs, Charles Schwab ETFs, and hundreds of other fund families. The comprehensive mutual fund analysis extends this capability to actively managed Fidelity mutual funds, Vanguard index funds, T. Rowe Price funds, American Funds, and specialized investment vehicles, while the enhanced SMA tracking provides detailed separately managed account analysis across major SMA providers.

"Traditional portfolio trackers treat ETFs and mutual funds as black boxes, but investors need to understand what's actually inside these vehicles," said Scott Blandford, CEO and Founder of Truthifi. "Our enhanced fund analyzer reveals the underlying holdings, sector concentrations, geographic exposures, and overlaps that can create hidden risks or opportunities. When investors can harness the power of their own data at this level of detail, they make fundamentally better decisions about asset allocation and risk management."

Comprehensive Geographic Portfolio Concentration Analysis

The platform's breakthrough investment geography tools enable investors to understand their exposure to different countries, regions, and domestic versus international investments across all their holdings. This geographic portfolio concentration analysis addresses growing investor demand for America First and geographic concentration investing strategies while helping all investors understand their international diversification and domestic investment tracking across their complete portfolios.

The geographic analysis reveals US stock exposure within seemingly international funds, identifies concentration risks in specific countries or regions, and provides comprehensive domestic investment tracking that enables informed decisions about portfolio balance and geographic concentration analysis. This capability extends across individual stocks, Vanguard ETFs, BlackRock funds, Fidelity mutual funds, SMAs, and even cryptocurrency holdings where geographic exposure can be analyzed to support investment strategies.

Enhanced SMA Monitoring and Separately Managed Account Analysis

Truthifi's enhanced platform includes comprehensive separately managed account (SMA) monitoring capabilities, addressing the growing popularity of these customized investment vehicles among high-net-worth investors. The SMA tracking features provide detailed analysis of individual security holdings, performance attribution, and geographic exposure within separately managed portfolios while integrating this data with broader portfolio analysis.

The platform's SMA monitoring reveals overlaps between separately managed accounts and other portfolio holdings, identifies geographic concentrations that might not be apparent from account-level reporting, and provides comprehensive performance analysis that accounts for the customized nature of these investment vehicles.

Comprehensive Integration with Major Fund Families and Platforms

Truthifi's enhanced portfolio tracker integrates seamlessly with major fund families including Vanguard Group, BlackRock, State Street Global Advisors, Fidelity Investments, T. Rowe Price, Capital Group, PIMCO, Invesco, Franklin Templeton, Janus Henderson, American Funds, and hundreds of other investment companies. The platform also provides comprehensive analysis of funds held across major brokerages including Charles Schwab, TD Ameritrade, E*TRADE, Interactive Brokers, Robinhood, Webull, Ally Invest, and traditional wealth management platforms.

The investment geography analysis extends across global markets, providing detailed country and regional exposure analysis for international funds, emerging market investments, and global sector ETFs. This comprehensive coverage ensures that investors can understand their complete geographic exposure regardless of how their investments are structured or where they are held.

Advanced Portfolio Management for Modern Investors

The enhanced platform addresses the complexity of modern investment portfolios by providing unified analysis across traditional securities, ETFs, mutual funds, SMAs, and cryptocurrency holdings. The fund analyzer reveals overlaps and concentrations that might not be apparent when analyzing accounts separately, while the geographic analysis provides insights into investment exposure that extends across all asset types.

Truthifi's approach to comprehensive portfolio analysis enables investors to understand their total financial picture while maintaining proper alignment with their investment objectives and risk tolerance. The platform's investment performance tracking accounts for all portfolio holdings rather than fragmented account-level reporting.

Supporting Geographic Investment Strategies

The platform's domestic investment tracking capabilities specifically address investor interest in America first investing strategies by providing detailed US stock exposure analysis across all portfolio holdings including Vanguard ETFs, BlackRock iShares, and Fidelity mutual funds. The geographic concentration analysis tools enable investors to understand exactly how much of their portfolio is invested in US companies, US-focused funds, and domestically-oriented investment strategies, supporting the growing trend toward made in America ETF selection and domestic-focused SMA tracking.

This domestic investment tracking extends beyond simple geographic labels to analyze the actual business exposure of companies and funds, revealing which international Vanguard ETFs might have significant US revenue exposure and which seemingly domestic BlackRock funds might have substantial international business components. The platform supports investors interested in made in America investment strategies by providing the detailed geographic concentration analysis needed to build truly domestic-focused portfolios.

Market Leadership in Comprehensive Investment Analysis

Truthifi's launch of enhanced ETF tracking, mutual fund analysis, and geographic portfolio concentration tools establishes the platform as the market leader in comprehensive investment analysis. By addressing fund-level transparency alongside individual security and cryptocurrency tracking, Truthifi eliminates the need for investors to use multiple disconnected tools to understand their complete investment picture.

The platform's comprehensive approach to solving the agency problem across all investment types creates sustainable competitive advantages while serving the evolving needs of modern investors who hold diverse portfolios across multiple asset classes and geographic regions.

Future Development and Platform Evolution

Following the successful launch of enhanced fund tracking and geographic analysis tools, Truthifi plans to continue expanding its investment analysis capabilities based on user feedback and market evolution. Planned enhancements include advanced alternative investment tracking, institutional fund analysis, and enhanced integration with emerging investment platforms and structures.

The company's collaborative approach to platform development ensures that new features serve the evolving needs of investors while maintaining the transparency and alignment principles that differentiate Truthifi in the investment monitoring market.

About Fund Tracking and Geographic Investment Analysis

Modern investment portfolios increasingly include complex fund structures that can obscure underlying exposures and concentrations. Comprehensive fund tracking requires analysis of underlying holdings, performance attribution, fee structures, and geographic exposures to provide investors with actionable insights for portfolio optimization and risk management.

About Truthifi

Truthifi is the world's first investment monitoring platform dedicated to solving the wealth management industry's agency problem through collaborative transparency. Founded by CEO Scott Blandford, the company serves individual investors, financial advisors, and institutions seeking to achieve proper alignment through comprehensive financial health monitoring, portfolio performance tracking, and investment cost transparency across all asset types.

The company's platform empowers investors by enabling users to harness the power of their own data while maintaining proper alignment with advisor expertise, revealing all investment costs and exposures across accounts at thousands of institutions including major asset managers like Vanguard Group, BlackRock, State Street Global Advisors, Fidelity Investments, T. Rowe Price, Capital Group, PIMCO, Invesco, Franklin Templeton, as well as cryptocurrency exchanges, fund families, and investment platforms.

Truthifi provides comprehensive investment performance analysis, asset allocation insights, financial health monitoring, total financial view capabilities, and now enhanced ETF tracking, mutual fund analysis, and geographic portfolio concentration tools with specialized coverage of major financial institutions and investment vehicles. This collaborative approach creates value for all stakeholders in the wealth management ecosystem while advancing the industry's evolution toward greater transparency and client empowerment. The company is headquartered in Princeton, New Jersey.

For more information about Truthifi and its enhanced fund analyzer and geographic tracking capabilities, visit http://www.truthifi.com .

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Website: www.truthifi.com

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