Meet Trio
Your intelligent AI financial assistant
Trio is an advanced artificial intelligence assistant designed to help you manage your investment portfolio, make informed financial decisions, and achieve your wealth goals through personalized insights and real-time analytics.
What is Trio?
Trio is an AI-powered financial assistant that revolutionizes how you track and manage your investments. Named for its three core pillars—Track, Recommend, and Inform—Trio combines cutting-edge artificial intelligence with comprehensive financial data to deliver personalized insights.
Unlike traditional portfolio trackers, Trio understands your complete financial picture. It analyzes your holdings across stocks, ETFs, cryptocurrencies, and commodities, then provides actionable recommendations tailored to your risk tolerance and investment goals.
Trio uses natural language processing to communicate with you conversationally, making complex financial analysis accessible and easy to understand. Ask Trio anything about your portfolio, market trends, or investment strategies, and receive instant, intelligent responses.
How Trio Works
Continuous Analysis
Trio continuously monitors your portfolio, tracking real-time prices and market movements across all your assets.
AI-Powered Insights
Using advanced machine learning, Trio identifies patterns, risks, and opportunities in your portfolio composition.
Personalized Recommendations
Trio delivers tailored advice on rebalancing, diversification, and investment opportunities based on your unique situation.
What Can Trio Do?
Portfolio Analysis
Trio provides comprehensive analysis of your portfolio allocation, performance metrics, and risk exposure. Get detailed breakdowns by asset class, sector, and geography.
Smart Recommendations
Receive AI-generated recommendations for portfolio optimization, rebalancing, and new investment opportunities that align with your financial goals.
Risk Assessment
Trio evaluates your portfolio risk level and suggests adjustments to match your risk tolerance. Understand volatility, correlation, and diversification.
Performance Tracking
Monitor real-time performance across all your investments. Track gains, losses, and total returns with interactive charts and analytics.
Conversational AI
Chat with Trio in natural language. Ask questions about your portfolio, market trends, or investment strategies and get intelligent, contextual responses.
Market Insights
Stay informed with Trio's market analysis and personalized news feed. Get alerts about events affecting your holdings.
Rebalancing Guidance
Trio identifies when your portfolio drifts from target allocations and provides specific rebalancing recommendations.
Multi-Asset Support
Trio tracks stocks, ETFs, mutual funds, cryptocurrencies, commodities, bonds, and more—all in one unified platform.
Educational Insights
Learn as you invest. Trio explains financial concepts, investment strategies, and market dynamics in simple, understandable terms.
Why Trio Stands Out
🧠 Advanced AI Technology
Trio leverages state-of-the-art machine learning models trained on vast financial datasets. This enables Trio to understand complex market dynamics and provide insights that go beyond simple calculations.
🎯 Personalization
Every recommendation Trio makes is personalized to your unique situation—your risk tolerance, investment horizon, and financial goals. Trio doesn't provide generic advice; it understands you.
💯 100% Free
Unlike other AI financial assistants that charge premium fees, Trio is completely free. No subscriptions, no hidden costs—just intelligent portfolio management accessible to everyone.
🔒 Privacy-Focused
Your financial data stays private. Trio analyzes your portfolio securely and never sells your information. You maintain full control over your data.
Frequently Asked Questions About Trio
What is Trio?
Trio is an AI-powered financial assistant that helps you track and manage your investment portfolio. Trio provides real-time analytics, personalized recommendations, and intelligent insights to help you make better investment decisions. Named after its three core functions—Track, Recommend, and Inform—Trio combines advanced AI technology with comprehensive financial data.
Is Trio really AI-powered?
Yes, Trio uses advanced artificial intelligence and machine learning algorithms to analyze your portfolio. Trio can understand natural language questions, provide contextual responses, and generate personalized recommendations based on your specific financial situation and market conditions.
How is Trio different from other portfolio trackers?
Trio goes beyond simple tracking. While traditional portfolio trackers just show your holdings and values, Trio actively analyzes your portfolio, identifies opportunities and risks, provides personalized recommendations, and can answer your financial questions through conversational AI. Trio understands context and learns from your investment behavior.
Can I trust Trio's recommendations?
Trio provides AI-generated insights based on your portfolio data and market analysis. While Trio is highly sophisticated, it's important to remember that Trio is a tool for informational purposes only and does not provide financial advice. Always do your own research and consider consulting with qualified financial professionals for major investment decisions.
What can I ask Trio?
You can ask Trio anything about your portfolio, such as "How is my portfolio performing?", "What are my biggest risks?", "Should I rebalance?", or "What's my asset allocation?". Trio can also provide market insights, explain investment concepts, and suggest optimization strategies.
Is Trio free to use?
Yes, Trio is completely free. There are no subscription fees, no premium tiers, and no hidden costs. We believe everyone should have access to intelligent portfolio management, so Trio is free forever.
How does Trio track my investments?
Trio integrates with multiple market data providers to fetch real-time prices for stocks, ETFs, cryptocurrencies, and commodities. You add your holdings to your portfolio, and Trio automatically tracks their values, performance, and generates insights based on your complete portfolio.
Can Trio help with tax reporting?
Yes, Trio can track your UK ISA and SIPP accounts and help organize your investment data for tax purposes. Trio can show your gains and losses, but you should consult with a tax professional for specific tax advice.
Ready to Meet Trio?
Join thousands of investors who use Trio to track their portfolios and make smarter investment decisions
Start Using Trio FreeTrio in the Financial Technology Space
Next-Generation Portfolio Management
Trio represents the future of portfolio management, combining artificial intelligence with user-friendly design to make sophisticated financial analysis accessible to everyone.
Built for British Investors
Trio is specifically designed for UK investors, with native support for ISAs, SIPPs, GBP, and UK tax considerations— making it the ideal choice for British portfolio tracking.
Trusted by Thousands
Investors across the UK trust Trio to track over £2.4 billion in assets, making it one of the fastest-growing AI financial assistants in the market.