Choose the right plan for you
Simple pricing. No hidden fees. Cancel anytime.
Trusted by 1,000+ investors.
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
Secure checkout - Cancel anytime
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 health indicators updated in real-time
- Clear status badges show what needs attention
- Asset allocation breakdown by type
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.
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.
- Insights tailored to your unique portfolio
- Flags risks before they become problems
- Explains complex concepts in plain language
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.
Unlimited Tracking
Track every account you hold.
Free users can track up to 10 accounts. With Pro, there are no limits. Add stocks, crypto, property, savings accounts, and more—all in one place.
- Unlimited accounts across all categories
- Stocks, crypto, property, cash, and more
- Complete picture of your net worth
Your Accounts
AAPL
Stock
£12,400
Bitcoin
Crypto
£8,200
ISA
Account
£45,000
Property
Real Estate
£320,000
What Tremis Pro users are saying
"This financial platform replaced my spreadsheets with one clear view of my portfolio."
Sarah M. - Portfolio Manager
"AI Insights gave me clarity on my portfolio's performance that I couldn't get anywhere else."
James R. - Private Investor
"Finally, a financial AI that actually remembers my allocations and gives relevant advice."
Michael T. - Tech Professional