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Mar 29, 2026

Perplexity Finance vs. Truthifi: What's the Difference for Your Portfolio?

Perplexity now has a built-in Portfolio feature. Truthifi is an MCP connector for Perplexity, Claude, and ChatGPT. Here's which one you need.

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Mar 29, 2026

Perplexity Finance vs. Truthifi: What's the Difference for Your Portfolio?

Mar 29, 2026

What Is Truthifi Connect? Share Financial Data with AI

Mar 22, 2026

Connect Perplexity to Fidelity, Vanguard & Schwab

Mar 21, 2026

The portfolio intelligence layer Robinhood, E*TRADE & Webull never built

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Feb 11, 2025

Truthifi Launches The Map and The Global Statement, Revolutionizing Investment Management for Individual Investors

Feb 11, 2025

Truthifi Launches The Map and The Global Statement, Revolutionizing Investment Management for Individual Investors

Nov 17, 2025

Truthifi Unveils AI Decoding Engine — 400+ Semantic Decoders Achieve 99.7% Investment Data Accuracy

Feb 15, 2026

Truthifi Adds Cross-Account Spending Analysis — Tracking Where Money Goes and Where It Grows

Apr 30, 2025

Truthifi Launches Enhanced ETF, Mutual Fund, and SMA Tracking with Geographic Concentration Analysis

Aug 31, 2025

Truthifi expands portfolio health alerts to 85+ daily diagnostics, revealing critical insights in complex multi-provider data

Oct 11, 2024

Truthifi Featured in Morningstar ByAllAccounts Client Success Story, Highlighting Innovation in Wealth Data Transparency

Oct 15, 2025

Truthifi Turns Financial Health Scores into 100+ Actions Across 12 Categories

Jan 15, 2026

Truthifi Introduces The Grid — A Single-View Investment Dashboard With Real-Time Health Signals

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Stop living in spreadsheets.

Run my private checkup

$800,000,000+

Monitored

18,000+

Providers covered

Bank-grade

Security

Who we serve

Individuals

Financial advisors

Wealth management firms

401k professionals

Fintechs & enterprise

PRODUCT

Resources

Company

Legal

Market Data by Xignite