Best Investment Portfolio Management Tools - Page 28

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Trademetria

TradingFront

Tresmark

Tresmark gives you real-time access to global markets, including currencies, fixed-income, equities, commodities, and financial derivatives. The Tresmark terminal is a crucial tool that gives you better insight into financial markets, live updated rates for better pricing on trades, and instant news that keeps you ahead of other industry leaders. Tresmark also provides users with multiple and customized dashboard options and user-friendly tools like Technical analysis, Calculators, Central Bank data, Alerts, and Event calendars.

Trillium ETF

truewealth

True Wealth Inc. is the leading online wealth management platform based in Zurich, Switzerland. They offer a highly transparent and cost efficient investment solution for Swiss private investors seeking an online solution to their wealth management needs.

Truthifi

Truthifi is the world's first investment monitoring platform — built for individual investors, financial advisors, and wealth management professionals who want continuous, independent portfolio oversight without the complexity of managing it daily. Unlike portfolio trackers that simply display balances, Truthifi runs 100+ automated health diagnostics across all connected accounts, continuously monitoring for hidden fees, concentration risk, portfolio drift, tax inefficiencies, and performance misalignment — surfacing what matters in plain language. Truthifi connects to 18,000+ financial institutions — including Fidelity, Vanguard, Schwab, Merrill Lynch, Morgan Stanley, Robinhood, and Betterment — via bank-grade, read-only access. It cannot place trades or move money. It only monitors, analyzes, and reports. Core capabilities: Financial Health Score · Fee X-Ray · The Map · Total Cost of Ownership Report · 100+ automated diagnostics · Live Desktop Micro-App · Explore advanced analytics Truthifi Connect (truthifi-connect.ai) is a secure MCP server that pipes a user's live, cleaned, normalized financial data directly into AI agents like Claude and ChatGPT — enabling precise, personalized answers to questions like "Will I retire on time?", "Am I overpaying in fees?", and "Do I have bad investment habits?" A community prompt gallery includes FIRE calculators, portfolio simulations, spending summaries, and more. Truthifi Connect pricing: Explore (Free) · Pro ($4.99/mo) · Max ($10.99/mo) Truthifi complements financial advisors — it doesn't replace them. Trusted by investors monitoring over $800M in assets. Built by veterans of TIAA, Merrill Lynch, Fidelity, and Vanguard. Headquartered in Princeton, NJ. Platform pricing: Allocate (Free) · Optimize ($20/mo) · Align ($30/mo)

TruWeb

Tru Technologies is a technology company focusing on developing and operating Securities Finance software products that meet the standards of the global financial institutions.

Tullius-Walden

Tullius Walden lies primarily in fixed income and the development of innovative quantitative tools used to optimize our asset management.

Turbobulls

Turbobulls encrypts your transactions on your device, with AES-256, before they are sent. What reaches the server is ciphertext, so your holdings, amounts and balances are not readable by us. That is a property of the architecture, not a policy we promise to keep. It runs in the browser, so you get that property on every device you own, with the return math already done for you rather than left as an export. What it tracks. Stocks, ETFs, crypto and funds across any number of brokers and accounts, in over 30 currencies with FX applied on the trade date. Unlisted holdings too - property, private equity, collectibles - as custom assets. Alongside that, the personal-finance side: cash accounts, income and expenses with categories, savings rate, and a projection of progress toward financial independence. The math. ROI, money-weighted return (IRR), time-weighted return, Sharpe ratio, maximum drawdown, return volatility, MOIC, realised against unrealised gains, cost basis per lot, and the c

TwentyOne Portfolio

TwentyOne is a non-custodial investment portfolio tracker for long-term investors. You enter balance snapshots manually, keep 100% custody, and avoid brittle bank connections or APIs. It turn raw balances into clear insights.

Upogee

Upvest

With Upvest you can easily offer digital securities to retail investors. Save money in issuance and custody, compared to traditional banking.

UREBAL Hub

ValueScreener.ai

Valuescreener is a thesis-driven portfolio copilot for self-directed value investors. It helps you document why you own each stock, define the fundamental assumptions behind your investment thesis, and monitor the business metrics that matter most. Track whether an investment case is strengthening, weakening, or no longer valid, so you can review your holdings with discipline instead of reacting emotionally to short-term market noise. Organize your portfolio, revisit your original reasoning, and make more consistent decisions based on company fundamentals. Valuescreener is available on the web, iOS, and Android.