TremisYour wealth tracker,
powered by AI.
Your investments, assets, and liabilities in one dashboard. AI insights into your net worth, portfolio health, and exposures. Privacy first—Anonymous account, no bank linking.
- Track stocks, property, crypto, pensions in one place
- Multi-currency support with daily FX rates
- Privacy first—Anonymous account, no bank linking
Net Worth
£341,000
vs last year
Cashflow
Understand your portfolio cashflow.
Track portfolio income and costs — dividends, rental yields, interest, fees, and more. See how much net cashflow your investments generate each month.
- Trailing 12-month income and expense history
- Portfolio cost and fee breakdown
- Dividend and rental income tracking
- Automatic yield and stock dividends calculation
Income
£5,700
Expenses
£3,200
Cashflow
+£2,500
Portfolio Income
Trailing 12-month income by source.
Portfolio Expenses
Trailing 12-month expenses by category.
AI Intelligence
Ask anything about your portfolio.
Tremis understands your complete financial picture. Ask about concentration risk, currency exposure, or what happens if markets drop 20%. Get answers in seconds, not hours.
- Gives you insights tailored to your unique portfolio
- Flags risks before they become problems
- Explains complex concepts in plain language
- Powered by AI, not financial advice
How exposed am I to tech stocks?
Your technology exposure is 34% of net worth (£127,400), spread across 8 holdings. Your largest position is NVDA at 12%. This exceeds your 25% target; consider whether you're comfortable with this concentration.
Portfolio Insights
Know your portfolio health at a glance.
Tremis continuously monitors your portfolio for concentration risk, liquidity issues, currency imbalances, and debt levels. Get actionable insights without digging through spreadsheets.
- Critical key health indicators updated in real-time
- Clear status badges show what needs attention
- Asset allocation breakdown by type
- Set target allocations and track progress
Health Indicators
Diversification
Positions spread across asset classes.
Cash
Liquidity within target range.
Liquidity mix
Liquid assets at 22% of total.
Currency mix
Base currency exposure at 65%.
Debt
Debt-to-asset ratio above 40%.
Cashflow balance
Net cashflow positive at £3,150/mo.
Pricing
Start free. Add AI when ready.
Track your wealth at no cost. Upgrade for AI-powered insights.
Everything you need to track your net worth.
- Up to 10 accounts
- Net worth dashboard
- Historical tracking
- Multi-currency support
- Cashflow tracking
AI insights for serious portfolio understanding.
- Everything in Starter
- Unlimited accounts
- AI portfolio health insights
- Discussions with context-aware AI
- Priority support
Your wealth.
Your control.
Join thousands tracking their portfolios with clarity and confidence.