Coming Soon

Score & Monitor Every Holding in Your Portfolio

Connect your brokerage and get instant 10-metric quality scores on every position. Know exactly where your portfolio is strong—and where risk is building.

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Automatic Brokerage Sync

Connect via Plaid and import all your holdings instantly. Secure, read-only access—we can never trade or move funds.

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Every Position Scored

See 10-metric quality scores for every stock you own. Instantly identify your strongest and weakest holdings.

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Red Flag Alerts

Get notified when a holding develops a weakness in any metric. Catch deterioration before it destroys value.

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Portfolio Health Analysis

See concentration risk, quality distribution, and overall portfolio health at a glance. Know if your portfolio is balanced or exposed.

Sign up now to get early access when portfolio management launches. In the meantime, you can analyze any stock with our 10-metric scoring system.

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Your Security is Our Priority

We use Plaid for brokerage connections—the same trusted service used by Venmo, Robinhood, Coinbase, and thousands of financial apps.

Read-only access — We can only view your holdings
Cannot trade or move funds — No ability to execute trades
Bank-level encryption — 256-bit AES encryption
Credentials never stored — Handled entirely by Plaid

Frequently Asked Questions

When will portfolio management launch?

Portfolio sync is currently in development. Sign up for a free Trovest account to get notified when it launches. In the meantime, you can analyze any stock individually using our 10-metric scoring system.

How does brokerage sync work?

Trovest uses Plaid—the same service used by Venmo, Robinhood, and thousands of financial apps—to securely connect to your brokerage. We only have read-only access to view your holdings. We cannot trade, move funds, or make any changes to your account.

Is my brokerage data secure?

Yes. Plaid handles all authentication with bank-level 256-bit AES encryption. Your brokerage credentials are never stored on Trovest servers. We only receive a read-only list of your holdings.

Can I use Trovest without connecting a brokerage?

Absolutely. Portfolio sync is optional. You can search and analyze any stock, read AI research reports, and use the Compelling Ideas feed without connecting a brokerage account.