AI-powered market & portfolio terminal

Portfolio intelligence for serious self-directed investors

Track your holdings, read the macro backdrop, model your retirement, and let AI brief you on what changed — all in one elegant terminal.

New in Pro — Retirement Runway: know exactly how long your money lasts.

Get Started Free

No credit card required · Free plan available

Portfolio Overview

Total Value

$1,284,530▲ +2.4%
Assets12
Equities46%
Funds20%
Crypto18%
Cash16%
Retirement Runway
Monte-Carlo · 5,000 paths

Money lasts until age

94

82% success probability

8 intelligence modules

One connected terminal

Real-time market data

Indices, macro & rates

Bank-grade privacy

Read-only, view-only access

Cancel anytime

Month-to-month, no lock-in

Everything you need in one place

A connected suite of research, portfolio, and AI tools — designed to work together.

Free

Market Insights

Real-time market overview with major indices, sector performance, and top movers.

Free

Macro Dashboard

Economic indicators, yield curve data, and treasury rates from public sources.

Paid

Portfolio Tracking

Full portfolio management with live prices, allocation charts, risk ratios, and AI reports.

Paid

AI-Powered Analysis

Ask questions about Portfolio, markets and economics — powered by advanced language models.

Paid

Crypto Sleeve

A unified view of your entire crypto exposure — direct coins, crypto ETFs, and crypto-linked stocks — with sleeve-vs-Bitcoin performance.

Paid

Fees & Expenses Analyzer

See the true cost of every fund you own — letter-grade rating, blended expense ratios, and 10/20/30-year compounding drag projections.

Pro

Retirement Runway

Monte-Carlo retirement planning wired to your live holdings — project decades of networth, see the year your money could run out, and stress-test every what-if.

Pro

AI Portfolio Builder

A guided, three-step robo-advisor that profiles your risk, builds a target allocation, and suggests specific stocks & ETFs with plain-English rationale.

Runway Projection
Retire at 62 · Spend $90k/yr

Lasts until

Age 94

Success rate

82%

Ending balance

$610k

Pro exclusive · New

Retirement Runway

The clearest answer to the only question that matters: will my money last? Runway runs a Monte-Carlo projection wired to your real holdings — so you see how the decades ahead could play out, and exactly what to change before it’s too late.

  • Monte-Carlo projections across thousands of market paths
  • Starting balance & returns pulled from your live holdings
  • See the exact year your money could run out
  • Stress-test spending, retirement age, Social Security & more
Unlock Retirement Runway with Pro
Standard & Pro · New

Tilelli Signals

Your personal AI analyst on autopilot. Set the themes you care about and Signals delivers sharp, portfolio-aware briefings on your schedule — so you always know what changed and why it matters.

  • Recurring briefings — daily, weekly or monthly
  • Grounded in your live holdings & the market backdrop
  • Delivered to your inbox and an in-app feed
  • Watch any theme — risk, income, a single ticker, macro
Get Signals on Standard
Weekly Risk Check
Mon · 7:00 AM ET
Key takeaway

Trusted by Sophisticated Investors

Self-directed investors, advisors, and portfolio managers use Tilelli to see their holdings clearly and make sharper decisions.

Marcus Reyes

Marcus Reyes

@marcus_allocates

The look-through exposure view finally showed me I was 40% concentrated in tech across three ETFs I thought were diversified. Tilelli caught what my brokerage never surfaced.

Jan 14, 2026

Amira Hassan

Amira Hassan

@amira_invests

As someone who screens for Shariah-compliant holdings, I need full transparency into what I own. The portfolio breakdown and AI reports give me exactly that — clear, detailed, and instant.

Jan 28, 2026

David Okafor

David Okafor

@dokafor_capital

The dividend income projections and the risk ratios are genuinely useful. I check the macro dashboard and Ask AI every morning before markets open. Worth every dollar.

Feb 21, 2026

Mustafa A.

Mustafa A.

@mustafa_allocator

The AI portfolio report gave me a clearer picture of my risk exposure than my previous advisor ever did. I run it monthly now — the snapshot history alone is worth the subscription.

Feb 12, 2026

Priya Nair

Priya Nair

@priyainvests

Imported my full portfolio from a CSV in about ten seconds and the AI report read like a memo from a private wealth desk. This is the terminal I always wanted as a self-directed investor.

Feb 3, 2026

Elena Vasquez

Elena Vasquez

@elena_v_fi

Asked it a dense question about my sector tilt and factor exposure and got a clear, cited answer in seconds. Ask AI understands my actual holdings, not generic market talk.

Mar 9, 2026

James Whitfield

James Whitfield

@jwhitfield

I manage a seven-figure book across four accounts. Tilelli is the first tool that consolidates all of it with live prices, allocation charts and AI reporting in one clean dashboard.

Mar 25, 2026

Marcus Reyes

Marcus Reyes

@marcus_allocates

The look-through exposure view finally showed me I was 40% concentrated in tech across three ETFs I thought were diversified. Tilelli caught what my brokerage never surfaced.

Jan 14, 2026

Amira Hassan

Amira Hassan

@amira_invests

As someone who screens for Shariah-compliant holdings, I need full transparency into what I own. The portfolio breakdown and AI reports give me exactly that — clear, detailed, and instant.

Jan 28, 2026

David Okafor

David Okafor

@dokafor_capital

The dividend income projections and the risk ratios are genuinely useful. I check the macro dashboard and Ask AI every morning before markets open. Worth every dollar.

Feb 21, 2026

Mustafa A.

Mustafa A.

@mustafa_allocator

The AI portfolio report gave me a clearer picture of my risk exposure than my previous advisor ever did. I run it monthly now — the snapshot history alone is worth the subscription.

Feb 12, 2026

Priya Nair

Priya Nair

@priyainvests

Imported my full portfolio from a CSV in about ten seconds and the AI report read like a memo from a private wealth desk. This is the terminal I always wanted as a self-directed investor.

Feb 3, 2026

Elena Vasquez

Elena Vasquez

@elena_v_fi

Asked it a dense question about my sector tilt and factor exposure and got a clear, cited answer in seconds. Ask AI understands my actual holdings, not generic market talk.

Mar 9, 2026

James Whitfield

James Whitfield

@jwhitfield

I manage a seven-figure book across four accounts. Tilelli is the first tool that consolidates all of it with live prices, allocation charts and AI reporting in one clean dashboard.

Mar 25, 2026

Security & privacy

Your money stays yours. Your data stays private.

Tilelli is built to watch and analyze, never to touch. Here is exactly how we protect your accounts and your information.

Read-only, always

Every connection we support is view-only. Tilelli can never move money, withdraw, or place a single trade.

Encrypted, secure sign-in

Your account is protected with encrypted passwords and secure sign-in, including Google login and device passkeys.

Visible only to you

Your holdings and net worth stay private to your account. No one else on Tilelli can see them.

We never sell your data

Your financial data is never sold or shared for third-party advertising. Full stop.

Secured partner connections

Link an institution through Plaid or a private view-only API key. You choose exactly how your holdings get in.

You stay in control

Type holdings yourself, upload a spreadsheet, or connect read-only. Disconnect anytime, with no lock-in.

Simple, transparent pricing

Start free. Upgrade only when you’re ready.

MonthlyAnnual (save 17%)

Free

$0/month

Market data and macro insights at no cost.

Get Started
  • Market Insights dashboard
  • Macro economic data
  • Sector performance heatmap
  • Top movers tracking

Account suspends after 90 days of inactivity. Re-sign up anytime.

Good Value

Standard

$13.99/month

· Cancel anytime

Full portfolio intelligence and AI analysis.

Start Standard Plan
  • Everything in Free
  • Full portfolio management
  • Spreadsheet, institution & secure-API import
  • AI portfolio analysis (60/mo)
  • Ask AI (100 questions/mo)
  • Narrative & PDF reports
  • Risk analytics & snapshots
  • Crypto Sleeve — unified crypto exposure
  • Fees & Expenses Analyzer
  • Tilelli Signals: AI briefings on autopilot
Most Powerful

Pro

$39.99/month

· Cancel anytime

Our most powerful AI tools — built for serious investors.

Start Pro Plan
  • Everything in Standard
  • Retirement Runway — Monte-Carlo retirement planning (Pro exclusive)
  • AI Portfolio Builder — guided robo-advisor (Pro exclusive)
  • Unlimited AI analysis
  • Unlimited Ask AI
  • Unlimited reports & PDFs
  • No per-feature limits*
  • Tilelli Labs (coming soon)

*Subject to reasonable rate limits to prevent abuse and ensure platform stability.

Common questions

Everything you might be wondering

Straight answers before you sign up.

Is Tilelli financial advice?

No. Tilelli is an analytics and research platform — it gives you data, AI-generated insights, and portfolio tools to make your own decisions. We are not a registered investment advisor and nothing in the app is personalized investment advice. Always do your own research or consult a licensed professional.

What is Retirement Runway?

Retirement Runway is a Pro feature that runs a Monte-Carlo retirement projection wired directly to your live holdings. It models thousands of market paths to show how long your money could last, the year it might run out, and how changes to spending, retirement age, or Social Security shift the outcome.

Is my data safe and private?

Yes. Your account is protected with encrypted passwords and secure sign-in (including Google). Your portfolio is visible only to you, and we never sell your data. You choose how your holdings get in: type them yourself, upload a spreadsheet, connect an institution through a secured partner (Plaid), or link a platform with a private view-only API key. Every connection we support is read-only, so Tilelli can never move money, withdraw, or place trades.

Can I cancel anytime?

Absolutely. Paid plans are month-to-month (or annual if you choose) and you can cancel or change your plan at any time from the billing page. There are no long-term contracts and no cancellation fees.

How do I get my holdings into Tilelli?

You have three ways, and you pick what you are comfortable with. (1) Spreadsheet: upload an Excel or CSV export, or a statement, from your brokerage and approve a full preview before anything is saved. (2) Secured institution connection: link a bank or brokerage through Plaid, a trusted aggregator that uses bank-grade, read-only access, so Tilelli never sees or stores your login. (3) Private secured API: connect a supported platform such as Coinbase with a view-only API key that reads balances but can never move funds or trade. Linking an account is always optional; you can also just type your holdings in by hand.

Where does the market data come from?

Prices, indices, sector performance, and macro indicators are sourced from public market-data providers and refreshed on a schedule. Data is for informational purposes and may be delayed.

What do I get on the free plan?

The free plan gives you the full Market Insights and Macro dashboards at no cost, with no credit card required. Upgrade to Standard or Pro whenever you want full portfolio tracking and AI tools.

Tilelli Wealth Systems
TILELLI
Wealth Systems

See your whole financial picture — clearly.

Join self-directed investors using Tilelli to track, analyze, and plan with confidence. Start free — no credit card required.