What you made.
What you paid.
What you risked.The three most important scores most statements won't reveal.
TriScore™ reads your securely connected investment accounts and turns them into three honest scores — your Return, your Fees, your Risk — plus a single TriScore out of 100. Plain language. Nothing to sell you.
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Your Historical Allocation Benchmark™ (HAB™) is a personalized index built from your actual asset mix, using passive market indexes. Returns and Risk are measured directly against your HAB™. The HAB™ describes a passive-allocation reference, not a recommendation to invest in the named indexes. It is not an investable product and has no fees or trading costs. It is not possible to invest directly in an index.
The name explains itself.
Three scores, in plain English — each in real dollars. Together, they're your TriScore.
Return after every fee
Your real, after-fee return — shown in dollars for the window analyzed, so you see exactly what you kept.
Fees every dollar, every percent
Advisory fees, fund costs, and account costs — totaled in real dollars and as a yearly rate.
Risk downside capture
When your HAB™ fell, how far did you fall with it? For every $1.00 your HAB™ dropped, this portfolio dropped $1.12 — further than its own benchmark.
One number for the whole account — maybe for the first time.
Return, Fees, and Risk, weighted equally into a single score from 0 to 100. For many investors, this may be the first time their account has been graded by someone with no stake in the answer.
Three steps. Three minutes. Three huge findings.
Connect
Securely connect your investment accounts through Plaid. Your login credentials go to Plaid — never our servers — and we get read-only access. Prefer to upload PDF statements? That's coming soon.
Analyze
We run the same return, fee, and risk math an institution would. Your scores are ready in about 1–3 minutes.
See your scores
Your Return, Fees, Risk, and overall TriScore — shown free, before any paywall.
Your scores aren't measured against a generic 60/40. We rebuild your actual allocation over time — your Historical Allocation Benchmark™ (HAB™) — because a static benchmark can hide the truth in either direction. Returns and Risk are measured directly against your HAB™.
The HAB™ describes a passive-allocation reference, not a recommendation to invest in the named indexes. It is not an investable product and has no fees or trading costs. It is not possible to invest directly in an index.
Your scores are free.
The full report is the case.
Your three scores and your overall TriScore cost nothing. The full report adds the depth — the benchmark math, the cost breakdown, and the exact questions to ask — yours to read or bring to your next advisor meeting.
- Your scores up top — the answer in plain English
- One section each: Return, Fees, Risk — in real dollars
- Questions worth asking — written for you
- Full methodology — the math, shown
TriScore doesn't manage your money, sell products, or earn commissions. We've got nothing to recommend — just the math on what already happened. Math. Not Marketing.
No conflicts, by design.
Most of the industry has a reason to steer you — management fees, commissions, even hourly billing. We have none of them. We charge one flat fee to score what already happened, recommend nothing, and sell nothing — and the result is yours to use anywhere: with your advisor, a new one, or on your own.
The first 1,000 are free.
The fastest way to prove the math is to let you run it on your own accounts. No card. No catch. No one calls your advisor.