Questions you're right to ask.
Almost everyone in the industry has a reason to steer you — management fees, commissions, or hourly billing. We have none. We charge a single flat fee for the analysis, recommend nothing, and sell nothing. Your scores and report are yours to use anywhere. We don't know of anyone else operating this far above the conflicts.
No. TriScore is historical analysis and education. We don't manage money or make recommendations — we show you what already happened, in plain language.
Never. This is your private second opinion. No one is notified, and nothing is shared. What you do with it is entirely up to you.
A single score from 0–100 for your portfolio, built from three scores: your Return, your Fees, and your Risk — each shown in percent and in dollars. We use the number, not letter grades, so it's clear at a glance how your money actually did.
From the figures in your own statements — your after-fee return, the total fees you paid, and how much risk your portfolio carried. The full report shows the complete methodology, including the HAB™ benchmark, so the math is never a black box.
Your statements are encrypted with AES-256, processed on Google Cloud (SOC 2, ISO 27001), and backed by $2,000,000 in cyber-liability protection. We read statement data only — never login credentials — and you can delete everything anytime.
Most brokerages let you download statements as PDFs from your online account. If you're stuck, we'll show you exactly where to find them for your provider.
Your three scores and overall TriScore are shown free. For our first 1,000 members, the full report is free too. After that, the full report moves behind a simple flat fee — no subscriptions to anything you don't want.
TriScore is a service of Statement Analytics LLC, founded by Rob Wilson after decades in the business. We're an independent analytics company — not an adviser, broker, or fund.