TrustSphere

YOUR ALL-IN-ONE FINANCE DASHBOARD

All your assets.
One clear view.

Track investments, savings and net worth in one dashboard. Add your holdings, follow your goals and understand your finances with TRUSTSPHERE AI.

Create your account Explore the demo
StocksRecord your stock holdings and see their share of your portfolio.
TRACK YOUR HOLDINGS.
UNDERSTAND YOUR FINANCES.SEE THE DASHBOARD
DASHBOARD PREVIEW₹24,85,600Sample net worth
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ONE VIEW ACROSS ASSET TYPES

Stocks ✳ Bonds ✳ Mutual funds ✳ EPF ✳ PPF ✳ Crypto

01 / YOUR PORTFOLIO OVERVIEW

Your portfolio,
at a glance.

See net worth, asset allocation, cash flow and goal progress from the records you add. Keep gains records in Tax and follow market headlines in News.

Explore all features ↗
Your workspace preview
PREVIEW HOME, HOLDINGS AND GOALSSample data · Select a tab to explore

02 / TRUSTSPHERE AI

Understand
your money.

Ask where your money is allocated or how your savings goals are progressing. TRUSTSPHERE AI uses your recorded financial information to explain the numbers in plain language.

Try the AI demo ↗
Based on the information you provide.
You choose what to do next.
TRUSTSPHERE AI preview

03 / HOW IT WORKS

Get started
in three steps.

See the setup guide ↗
01

Create your account.

Sign up, verify your email and choose your preferred currency.

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02

Add your financial records.

Enter your accounts, balances, income and expenses. Set goals for the things you’re saving towards.

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03

Explore your dashboard.

Review your holdings and financial health, organise gains records and ask TRUSTSPHERE AI about your finances.

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04 / LEADERBOARD & WHALE PORTFOLIOS

Explore other
portfolios.

Explore the TrustSphere member leaderboard and Whale Portfolios. Open a profile to see its holdings and allocation.

Member examples are fictional. Whale data comes from dated public filings.
Explore the community

START TRACKING WITH TRUSTSPHERE

Your portfolio.
In one place.

Create your account ↗Explore the demo ↗
Try the demo with sample data, or sign up to add your own records.