No. You can add as many family members as you like on the Family Office Edition. Each family member gets their own login and portal to view their reports and metrics. Yes on the Household Edition. Households Editions users are limited to two logins.
Trussdee has two editions: Family Office and Household.
Stock price data updates every 15 minutes through our partner Alpha Vantage.
Trussdee uses licensed data aggregators to connect securely to financial institutions. See the detailed flow in our Privacy Policy: Finicity, MX Technologies, and Plaid retrieve account and transactio...
Connected accounts sync as soon as the financial institutions send new data. Each institution is different. Some send multiple updates per day and others only update once a day.
Trussdee consolidates bank accounts, brokerages, crypto exchange accounts, credit cards and loans, direct investments, partnerships, family LLCs, private equity, hedge funds, venture investments, coll...
The depth of historical transactions and balances depends on what each institution makes available through its data connection. We pull in as much data as they allow us. Many brokerages and banks prov...
Trussdee supports pulling transaction data from major crypto exchanges using read-only API keys. You generate the keys in your exchange account settings. Never share keys that allow trading or withdrawal.
Trussdee requires a read-only API key from the standard Coinbase.com platform to securely import crypto transaction history and balances.
Robinhood Crypto connections use a paired key setup. Generate a public key in Trussdee, add that public key to Robinhood with Read permissions, then copy Robinhood's API key back into Trussdee.
Trussdee supports Binance.US for U.S.-based accounts and Binance.com for international accounts. Use the matching connection type in Trussdee so the sync talks to the right Binance platform.
Trussdee connects to Kraken through a read-only API key created in Kraken Pro. Kraken Pro is free to use, includes your existing Kraken holdings, and adds the advanced settings needed to create API ke...
Trussdee connects to Gemini through a read-only API key created in your Gemini account settings. Use Auditor permissions so Trussdee can sync balances and transaction history without trade or withdraw...
Trussdee can sync Crypto.com holdings and transaction data only through the Crypto.com Exchange platform. The standard Crypto.com mobile app does not provide API keys for third-party syncing.
