Your fund manager's gain is your loss
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✓ No login credentials stored. Read-only access only.We analyze every fee
Our engine maps each holding to its full cost structure — expense ratio, 12b-1 fees, transaction costs, and tax drag. In seconds.
✓ Updated daily from SEC filings and fund prospectuses.Get your cheaper alternatives
Receive a personalized report with exact replacements — sorted by fee savings, tracking fidelity, and tax efficiency. Switch whenever you're ready.
✓ Average user saves $3,200/year in fees.Investors who saw the real numbers
I had no idea my 401k was costing me $4,200 a year in fees. Trimvest found cheaper alternatives that track the same index. Wish I'd known sooner.
Replaced three actively managed funds with low-cost ETFs. My advisor was charging me 1.2% annually without telling me what I was getting in return.
The compound fee calculator was eye-opening. Turns out I was on track to pay $340,000 in fees over 30 years. That's a second retirement.
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Most users recoup the annual cost in the first day of savings.
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- ✓Analyze up to 10 holdings
- ✓Full fee breakdown per fund
- ✓Top 3 cheaper alternatives
- ✓Annual fee impact report
For serious portfolio optimization.
- ✓Unlimited holdings
- ✓Real-time fee monitoring
- ✓Full alternatives database
- ✓30-year compound fee calculator
- ✓Tax-loss harvesting insights
- ✓Priority email support