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