The new financial dashboard consolidates 8 key portfolio dimensions with color-coded health signals into one scannable view — giving investors and advisors a complete picture of held-away and household assets without toggling between custodians
"Problems announce themselves. Green means on track. Orange means take a look. Red means act now." — Scott Blandford, CEO and Founder
PRINCETON, NJ, UNITED STATES, January 15, 2026 /EINPresswire.com/ -- Truthifi, the AI-native wealth intelligence platform, today launched The Grid — a unified investment dashboard for all your accounts that consolidates every key financial metric into a single scannable surface. The Grid organizes portfolio intelligence across 8 dimensions — investments, cash, composition, activity, spending, net returns, fees, and advanced insights — each annotated with color-coded health signals that show exactly where a portfolio needs attention. For investors and advisors asking how to see all investments in one place, including held-away assets across custodians, The Grid delivers that answer instantly.
The Grid draws on Truthifi's 100+ nightly portfolio wellness checks to surface actionable findings across every dimension. Investment totals show period-over-period change against benchmarks. Composition analysis flags allocation drift across equities, fixed income, and alternatives. Fee analysis runs an investment fee comparison against peer benchmarks and flags outliers. Net returns measure dollar performance after fees against relevant indices. Each dimension carries a signal count — advisors and investors see not just whether a category is healthy, but how many specific findings require review. A portfolio monitoring dashboard that identifies what to look for in a portfolio review, without requiring the end client to know what questions to ask.
The Grid works alongside Truthifi's existing capabilities — including the Financial Health Score, Explore holdings analysis, the TCO Report for total cost of ownership, and Performance Benchmarking — to create a complete household-level command center. Adjustable time periods let users compare performance across trailing, calendar-year, and custom date ranges. For households and advisory practices managing accounts across multiple brokerages, The Grid pulls data nightly from 18,000+ supported financial institutions and normalizes it into a single view — making it the best investment dashboard for multiple accounts that need to be monitored holistically across the full client relationship.
"We asked ourselves: what would a financial dashboard look like if it respected people's time? The Grid is our answer — eight dimensions, each with a health signal, all in one view. You don't hunt through custodian portals to find problems. Problems announce themselves. Green means on track. Orange means take a look. Red means act now. For advisors, that means faster discovery conversations and a clearer picture of held-away opportunity," said Scott Blandford, CEO and Founder of Truthifi.
"The Grid changes how advisors and investors interact with portfolio data. Instead of assembling a picture from five different custodian portals, they open one view and immediately know where to focus. That shift — from searching for information to acting on it — is what we designed for," said Mike Young, Head of Product at Truthifi.
The launch reflects a broader shift in how both investors and advisors want to monitor portfolio performance and fees across fragmented household balance sheets. Traditional approaches require clicking through multiple custodian portals and aggregation tools to piece together a complete picture — a problem that compounds as households accumulate 401(k)s, IRAs, brokerage accounts, and spousal assets across different institutions.
For advisors, this fragmentation obscures held-away assets and makes it harder to demonstrate full-picture value to clients. Truthifi addresses this by aggregating and analyzing data across the full household, currently monitoring over $800M in assets. The Grid transforms that aggregated data into an at-a-glance diagnostic — surfacing portfolio red flags alongside strengths so investors and advisors can act on what matters and ignore what doesn't.
About Truthifi
Truthifi is an AI-native wealth intelligence platform that connects to 18,000+ financial institutions to give investors and advisors a complete, unbiased picture of their financial health. The platform runs 100+ wellness checks nightly, monitoring over $800M in assets with bank-grade encryption. Founded in Princeton, NJ, Truthifi serves investors who want clarity, advisors who want distinction, and an industry that needs trust — building the financial intelligence infrastructure for the agentic era. Learn more or check your financial health score.
Connect with Truthifi: LinkedIn: linkedin.com/company/truthifi Website: truthifi.com
Media Contact: Mike Young Truthifi, Inc. +1 609-751-0501 mike@truthifi.com truthifi.com
Truthifi™ and the Truthifi logo are trademarks of Truthifi, Inc. All other trademarks are the property of their respective owners.
Disclaimer: This article is for informational purposes only and does not constitute financial advice. Always consult with a qualified financial advisor before making investment decisions.
Disclaimer: This article is for informational purposes only and does not constitute financial advice. Always consult with a qualified financial advisor before making investment decisions.