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.
No credit card required · Free plan available
Total Value
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.
Market Insights
Real-time market overview with major indices, sector performance, and top movers.
Macro Dashboard
Economic indicators, yield curve data, and treasury rates from public sources.
Portfolio Tracking
Full portfolio management with live prices, allocation charts, risk ratios, and AI reports.
AI-Powered Analysis
Ask questions about Portfolio, markets and economics — powered by advanced language models.
Crypto Sleeve
A unified view of your entire crypto exposure — direct coins, crypto ETFs, and crypto-linked stocks — with sleeve-vs-Bitcoin performance.
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.
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.
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.
Lasts until
Age 94
Success rate
82%
Ending balance
$610k
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
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
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_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_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
@dokafor_capital
The dividend income projections and the risk ratios are genuinely useful. I check the macro dashboard and Ask Tilelli every morning before markets open. Worth every dollar.
Feb 21, 2026
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
@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_v_fi
Asked it a dense question about my sector tilt and factor exposure and got a clear, cited answer in seconds. Ask Tilelli understands my actual holdings, not generic market talk.
Mar 9, 2026
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_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_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
@dokafor_capital
The dividend income projections and the risk ratios are genuinely useful. I check the macro dashboard and Ask Tilelli every morning before markets open. Worth every dollar.
Feb 21, 2026
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
@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_v_fi
Asked it a dense question about my sector tilt and factor exposure and got a clear, cited answer in seconds. Ask Tilelli understands my actual holdings, not generic market talk.
Mar 9, 2026
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
Simple, transparent pricing
Start free. Upgrade only when you’re ready.
Free
$0/month
Market data and macro insights at no cost.
- Market Insights dashboard
- Macro economic data
- Sector performance heatmap
- Top movers tracking
Account suspends after 90 days of inactivity. Re-sign up anytime.
Standard
$13.99/month
· Cancel anytimeFull portfolio intelligence and AI analysis.
- Everything in Free
- Full portfolio management
- Spreadsheet, institution & secure-API import
- AI portfolio analysis (60/mo)
- Ask Tilelli (100 questions/mo)
- Narrative & PDF reports
- Risk analytics & snapshots
- Crypto Sleeve — unified crypto exposure
- Fees & Expenses Analyzer
- Tilelli Signals: AI briefings on autopilot
Pro
$39.99/month
· Cancel anytimeOur most powerful AI tools — built for serious investors.
- Everything in Standard
- Retirement Runway — Monte-Carlo retirement planning (Pro exclusive)
- Portfolio Builder — guided robo-advisor (Pro exclusive)
- Unlimited AI analysis
- Unlimited Ask Tilelli
- Unlimited reports & PDFs
- No per-feature limits*
- Tilelli Labs (coming soon)
*Subject to reasonable rate limits to prevent abuse and ensure platform stability.
Your accounts, connected safely
Tilelli connects to banks and brokerages through Plaid, a leading financial connection network used by thousands of apps. Access is read-only, encrypted, and yours to revoke at any time.
You choose to connect
Linking is always optional. You can also type holdings in or upload a spreadsheet.
Sign in through Plaid
A secure Plaid window opens. Your bank login goes to Plaid and your institution, never to Tilelli.
Read-only access, encrypted
Tilelli receives a read-only key for investment holdings only, stored with AES-256 encryption.
Disconnect anytime
Remove a connection in the app and we revoke its access with Plaid right away.
What Tilelli can see
- Investment holdings: tickers, shares, cost basis and values
- Account names and types (for example IRA or brokerage)
- Only the accounts you pick to link, nothing else at your institution
What Tilelli can never do
- See or store your bank or brokerage password
- Move money, withdraw, transfer or place trades
- Sell or share your data for advertising
- Let anyone else on Tilelli see your portfolio
Security questions, answered
What is Plaid, and why does Tilelli use it?
Plaid is one of the most widely used financial connection networks in the US. Thousands of financial apps, many of them household names, use it to link bank and brokerage accounts. Instead of building our own way to log into your institution, we use Plaid’s infrastructure, which is built specifically for this job with security and compliance at its core. You can read about its security program at plaid.com/safety.
Does Tilelli ever see my bank or brokerage password?
No. When you connect, you sign in inside Plaid’s secure window, and many institutions send you to their own website or app to approve the link. Your credentials go to Plaid and your institution. Tilelli never sees, receives or stores them.
What exactly can Tilelli access from a connected account?
Only investment holdings: what you own, how many shares, cost basis and current value, plus the account name and type. We request Plaid’s Investments product only. We do not request access to move money, make payments or verify your identity.
Can Tilelli or anyone using Tilelli move my money or place trades?
No. Every connection we support is read-only. Plaid connections are read-only by design, and crypto platforms such as Coinbase are linked with a view-only key that can read balances but cannot trade, send or withdraw funds.
How is my connection stored?
After you connect, Plaid gives Tilelli a key (called an access token) that only works for read-only holdings data and only together with Tilelli’s own server credentials. We encrypt that key at rest with AES-256-GCM, the same class of encryption used by banks. All traffic between your device, Tilelli and Plaid uses TLS encryption.
What happens if I disconnect an account or close my Tilelli account?
When you remove a connection, Tilelli tells Plaid to revoke that access immediately, so the key stops working. You can also revoke access from your institution’s own security settings or from Plaid’s portal at my.plaid.com. If you close your Tilelli account, your data is purged.
How is my Tilelli account itself protected?
Passwords are stored only as one-way hashes, never in plain text. You can sign in with Face ID or Touch ID (passkeys) or with Google, and your portfolio is visible only to you. Data is encrypted in transit, and we never sell your financial data.
I’d rather not connect anything. Can I still use Tilelli?
Yes. Connecting is completely optional. You can type your holdings in by hand or upload a spreadsheet or statement export, and approve a full preview before anything is saved. You get the same analysis either way.
TLS in transit AES-256 at rest Read-only Passkey sign-in
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. See the Security & connections section above for full details.
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.
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.