Plan Adherence
Review a frozen plan period against owner-authorised, linked records. Incomplete evidence produces a partial or unknown result, never a guess.
Treapy is a read-only portfolio companion that compares immutable plan facts with linked evidence. Every review states what is known, what is missing and how confident the result can be.
Treapy never places trades, moves money or changes your plan on your behalf.
Review period
August plan
Evidence status
Partial
3 of 4 planned items linked
Confidence
Limited by one missing record
Synthetic example - no financial advice
Partial evidence
3 of 4 records linked
Limited while one planned item has no supporting record.
Connection availability is verified during beta onboarding
Treapy keeps the plan, supporting evidence and confidence together so the result can be checked later.
Availability is checked for your account and region during beta onboarding. An unsupported or unverified source stays unavailable.
Read-only - availability verified server-side
The plan and its review period become fixed facts. Later changes cannot rewrite the plan used for an earlier review.
Immutable plan and review facts
Treapy links observations to their sources and states confidence explicitly. Missing, stale or unsupported evidence produces a partial or unknown result.
Evidence-linked - uncertainty remains visible
Treapy is built to show reviewable facts and their limits, not to rank or direct you.
Review a frozen plan period against owner-authorised, linked records. Incomplete evidence produces a partial or unknown result, never a guess.
The plan used for a review is preserved with its period. Later edits do not rewrite the historical record.
Each observation keeps its source and timing so you can see exactly what supports a review.
Freshness, missing records and unsupported inputs are surfaced alongside the result.
Where a supported connection is available, Treapy reads authorised data without placing orders or moving funds.
Previous review facts remain available as records of what was known at the time, without retroactive reinterpretation.
Treapy keeps the plan for each review period fixed, links observations to their source, and shows uncertainty instead of filling gaps with assumptions.
Three observations are linked to source records. One planned item cannot be verified, so the review stays explicitly partial.
Frozen when the period starts
Owner-recorded fact
One item has no linked evidence
No result is invented for the missing item
Tripp can explain server-approved plan and review facts. It cannot edit plans, records, targets or settings, and it cannot execute financial activity.
Explanation of recorded facts, not financial advice.
What you can ask
Explanations run against authenticated, server-owned facts. Missing or stale evidence remains visible as uncertainty.
Read-only access, account isolation and immutable review facts are product constraints.
Treapy cannot place a trade, move cash or initiate a payment. There is no code path that does — it was left out of the product on purpose.
A connection is offered only when its read-only configuration is approved for your account and region. Unsupported configurations remain off.
No financial data or secrets are written to device storage. Every privileged call goes through an authenticated server function.
TOTP two-factor via any authenticator app, Face ID and fingerprint unlock, plus a session list you can revoke device by device.
Every table is protected by row-level security. Plan and review facts are owned by the server and isolated to the authorised account.
Plan and review facts preserve their source and time. Read-only explanations cannot mutate those records or account settings.
We are testing what future tiers could include. The names, features and example prices below are hypotheses only — they are not current offers and may never launch in this form.
Possible free tier
A possible baseline for portfolio tracking and plan reviews.
Example: £7.99 monthly / £69.99 yearly
A possible tier for people tracking more than one account.
Example: £10.99 monthly / £94.99 yearly
A possible tier for deeper plan evidence and retained portfolio tools.
These tier names, feature groupings and example prices are research hypotheses, not a commitment or an offer for sale. Founding-beta access is free and does not ask for card details.
Join the waitlist for the founding beta on iOS and Android. Access is free, and we will not ask for card details.
The app is in development. Join the waitlist to be first in line when it drops.