What they faced
Retail investors in the UK lacked a unified tool to track stocks, crypto, ETFs, and commodities in one place. Existing platforms were either too complex, lacked AI insight, or had no community features for learning from other investors.
What we built
We designed and built Trio Wealth: an AI-powered portfolio tracker with real-time pricing, personalised recommendations, and performance analytics. The platform includes a compound interest calculator, anonymous community portfolios for strategy sharing, and a conversational AI assistant for portfolio guidance.
Measurable impact.
Multi-asset tracking: stocks, crypto, ETFs, commodities
AI-powered portfolio recommendations and risk analysis
Community portfolios for shared learning
Free compound interest calculator driving organic traffic