Support Centre
Frequently Asked Questions
Answers to the questions we hear most often from private investors evaluating Trewalder.
FAQ
Common Questions About Trewalder
If you can't find what you're looking for here, our team is happy to walk through any specifics on a call.
What exactly does Trewalder do?
Trewalder applies AI-driven data analysis to investment portfolios, helping identify patterns, risk concentrations, and decision points that may otherwise go unnoticed. The output is designed to inform and support an investor's own decision-making process, not to replace it.
Is Trewalder a substitute for a financial adviser?
No. Trewalder is a data analysis and decision-support tool. It does not provide personalised financial advice, and we recommend speaking with a qualified, regulated adviser before making significant financial decisions.
Who is Trewalder designed for?
Our platform is built primarily for private investors who want a more structured, evidence-based approach to reviewing their portfolio, rather than relying solely on intuition or ad-hoc research.
How does the underlying analysis work?
The system processes historical and current market data through a set of quantitative models to surface trends, correlations, and risk signals. These outputs are presented in a clear, structured format so you can review the reasoning behind each insight.
Can I connect my existing brokerage accounts?
Account connectivity depends on your broker and region. During onboarding, our team will confirm which integrations are available to you and, where direct connection isn't possible, how data can be imported manually.
What markets or asset classes are covered?
Coverage varies by plan and is expanding over time. We recommend requesting a demonstration so our team can confirm current coverage against your specific portfolio composition.
How is my data kept secure?
We apply industry-standard security practices to protect account and portfolio data, including encryption in transit and at rest. Full details are set out in our Privacy Policy, which we encourage you to review.
Does Trewalder guarantee investment returns?
No. All investing carries risk, and past performance or backtested results are not a reliable indicator of future outcomes. Trewalder provides analysis to support better-informed decisions, not guaranteed results.
How long does onboarding take?
Most investors can complete setup and begin reviewing initial analysis within a short onboarding call and a brief account configuration period. Exact timing depends on how many accounts you connect.
What does it cost to use Trewalder?
Pricing depends on portfolio scope and the features you need. The clearest way to get an accurate figure is to request a demonstration, where our team can outline options relevant to your situation.
Can I cancel at any time?
Yes. Cancellation terms are outlined in our Terms of Service. If you have questions about your specific arrangement, please contact our team directly.
How do I get started?
The quickest route is to request a demonstration through this site. A member of our team will walk you through the platform and answer any questions specific to your portfolio.
Still have questions?
Our team is glad to talk through how Trewalder could fit your specific portfolio and goals.