No subscription · No ads · Built for a calmer research habit

Build a steadier investing routine—not a get-rich promise

Use one workspace for headlines, portfolio context, and advisor perspectives you choose to follow. Tools can inform your process; they do not guarantee returns, and they are not a substitute for advice matched to your situation.

$0 Core tools at no subscription fee (paid add-ons optional)
~1 min Typical news refresh
Unified News, portfolio & ideas—built into one TFA workspace
Create a free account
Important: TrustedFinancialAdvisor.org provides general financial education and software-style tools. It is not personalized investment, tax, or legal advice, and it is not a recommendation to buy, sell, or hold any security. Investing involves risk, including possible loss of principal. Commentary, screens, and any advisor content are informational—always do your own due diligence.

See headlines. Review your book. Compare advisors on your terms.

One ecosystem for research and organization—built for investors who want fewer tabs, not another hype feed.

Stay informed

Headlines, movers, and context—refreshed often so you can scan the tape faster. Speed helps preparation; it does not guarantee better outcomes.

Verify, then decide

Browse advisor profiles and disclosures—then review any published ideas or history in one place. Past results are not a forecast of your results.

Keep core access simple

No paywall on the essentials we list as free here. Optional paid tiers (for example Platinum) are labeled separately—read each offer’s terms before upgrading.

Why investors use TFA

Less tab-hopping. Clearer context. A place to compare human advisors alongside data tools—without confusing the platform for a personalized recommendation.

One workflow

News + portfolio + research in one flow. Fewer tabs can mean fewer mistakes—but discipline and risk limits still determine outcomes.

Transparent starter pricing

$0 to start for the free features described on this page. Paid data terminals and premium tiers elsewhere can cost more—compare total cost, data rights, and conflicts before you choose any stack.

Humans in the loop

Pick professionals you vet yourself. You may follow commentary or research they publish—copying trades is risky and may not suit your taxes, time horizon, or liquidity needs.

Market desk tools—on your phone

Open the tabs you use each session. Everything below is built to save clicks—still read disclosures, lag notes, and methodology for each tool.

Fast News

Open the tape →

Market radar (informational). Headlines, movers, and sentiment summaries can refresh quickly—use them to prepare questions, not as a trigger to trade automatically.

  • Multi-source stream, tuned for speed
  • AI-assisted sentiment labels—verify sources
  • No ad wall between you and the tape (on this surface)
Free

Live Portfolio

Track P&L live →

Portfolio views that stay current. Track positions and performance snapshots you enter or link—accuracy depends on your data feeds and manual updates.

  • Positions & performance snapshots
  • Compare your book to watchlists you maintain
  • Built for daily check-ins—not a substitute for brokerage statements
Free

Find Your TFA

Pick your pro →

Compare advisors like any major purchase. Profiles, specialties, and disclosures—interview multiple candidates before you share account access.

  • Search by ZIP, style, and focus
  • See who publishes research you can review
  • Book intros when you are comfortable—not because of past returns alone
Free

Market Vision

See forecasts →

Macro + markets in plain English. Scenario-style roadmaps you can compare with your own assumptions—forecasts can be wrong; use them for planning conversations, not certainty.

  • Indices & key macro drivers
  • Multi-month roadmap views
  • Historical call aging for learning—not a scorecard of guaranteed skill
Free

Open Challenge

Compete →

Practice workflows without putting capital at risk. Paper-style contests can build habits; simulated fills differ from live markets, slippage, and emotions.

  • Leaderboards & replays
  • Try new setups fast
  • Learn from top cohorts
Free

Ready when the opening bell rings

Create a free account, pin the tools you trust, and line up advisors you interview yourself—no tool replaces suitability or tax advice.

Start with the free toolkit

Idea Zone — research shortcuts, not trade orders

Patterns, flows, filings, and risk math—organized so you can prep faster. Each screen still needs your judgment, position limits, and compliance with your plan.

Trading Planner

Plan the week →

Goals, reminders, and notes in one cockpit. Keep the story straight between sessions.

  • Milestones & daily nudges
  • Idea inbox + journal
  • Syncs with the rest of TFA

Candlestick Analysis

See Patterns →

Let the chart prompt questions. Automated scans highlight historical shapes; false positives happen—confirm with volume, trend, and fundamentals you trust.

  • Automated pattern scans
  • Alerts you can tune or mute
  • Faster “what should I verify next?” prompts

Insider filings

Review Form 4s →

Follow Form 4 activity without living on EDGAR. Highlights appear after filings post—timing depends on SEC data feeds; many trades are routine grants or diversification.

  • Filing highlights when data is available
  • Notable buy/sell callouts for review
  • Context for your watchlist—not a buy/sell signal

Hedge Fund Tracking

See Big Money →

13F snapshots without the PDF headache. See what large filers reported last quarter—data is lagged, aggregated, and may omit short hedges or overseas books.

  • Funds & flows at a glance
  • Positioning shifts worth researching further
  • Macro context—not a copy-trade menu

Stock Correlation

Spot clusters →

See how holdings have moved together historically. Correlations change during stress—use grids to question overlap, not to assume future diversification.

  • Dynamic correlation grids
  • Stress-test overlap fast
  • Cleaner risk budgeting

Options Analysis

Price the trade →

Greeks, scenarios, and payoff maps—before you click send. Models use assumptions that can be wrong; options involve rapid time decay and total loss of premium.

  • Scenario Greeks & breakevens
  • Risk/reward sliders
  • Faster structure comparisons—not trade instructions

Platinum Trade Ideas

Upgrade picks →

When you want the memo—not just the headline. Deeper write-ups for paying members; still not personalized advice and not a promise of performance.

  • Premium research flow
  • AI-assisted drafting you must verify
  • Risk/reward framing for education
Platinum

Futures outlook

See forward curves →

Commodities & macro futures in one glance. Curves show market-implied scenarios that can invert or whip—use them to stress-test hedges, not to time every swing.

  • Forward-looking scenarios
  • Commodity & index coverage
  • Hedge-friendly context

Own your data. Question your process.

Your positions and stats live next to the same research shortcuts—use them to journal lessons, not to claim future outperformance.

My Portfolio

Open dashboard →

Workspace for sizing, trims, and adds you choose to log. Keep sleeves aligned with the plan you document—advisors may comment, but you approve every trade.

  • Unified holdings view
  • Performance snapshots
  • Advisor-ready sharing

Track Record

Review history →

Historical stats for reflection—not a promise of future win rates. Survivorship and reporting choices can skew any dashboard.

  • Historical P&L arcs
  • Hit rate & payoff clarity (lookback-dependent)
  • Spot what worked in the sample you recorded

Own your workflow—not someone else’s hype.

Join free, connect the tools you understand, and interview advisors before you delegate decisions.

Start free — upgrade only if you want Platinum

No credit card for standard signup · Onboarding timing varies · Built for investors who read disclosures