This is what you get
before you connect a thing.
Below is the exact result screen TriScore™ produces — same sections, same wording, same math. Your three scores and your overall TriScore™ are always shown free.
Sample data · illustrative account
Above par
78/100
Over this window, the account outpaced a passive version of itself.
What this account earned · net of fees
$18,300
Jan 2023 − Dec 2025 · 36 mo
What this account made over the analysis window, net of all fees, adjusted for your deposits and withdrawals. This is a dollar figure for the window shown — not an annualized rate.
Ahead of your HAB™ by $4,200 over the window.
All-in cost ran below what is typical for accounts of this size and strategy.
The account's risk-adjusted return edged past its HAB™ over the window.
Scored against your Historical Allocation Benchmark™ (HAB™)
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.
CONFIDENTIAL — Prepared exclusively for the named account holder(s).
For informational purposes only; not investment advice. This analysis is impersonal and not individualized to any person’s objectives or circumstances. Figures describe the analysis window shown and are not predictive of future results; past performance does not guarantee future results. Prepared by Statement Analytics, LLC.
[If this account is a retirement account subject to ERISA, this material is provided for informational purposes only, does not constitute investment advice for a fee under ERISA §3(21), and is not a recommendation to take or refrain from any course of action.]
All figures on this page are sample data for an illustrative account and do not describe any real person’s results.
MATH, NOT MARKETING.
Free for the first 1,000 members.