TrustFirst
Financial education for beginner investors, paired with live public filings — education, never advice.
TrustFirst is live as a satellite on the TurnTwo shared backbone. It teaches people how to think about money and investing without ever telling them what to buy or sell. It sits between a personal-finance education app and a real-time window into what hedge funds, members of Congress, and corporate insiders are actually doing with their own money — real lessons, real public filings, and a paper sandbox to practice in, built around one unbreakable rule: never give advice.
Who it's for
Someone new to money or investing — a first paycheck, a never-opened retirement account — families teaching their kids, and educators and nonprofits running financial-literacy classes.
How it makes money
A subscription: four paid tiers plus a free tier, cancel anytime.
- Free — $0 — all lessons, the daily market story, the glossary, a few explanations and one historical simulation a month.
- Learner — $9/mo — the main consumer tier: paper portfolio, tutor chat, unlimited "what if I'd invested" simulations, and a watchlist with alerts.
- Planner — $14/mo — higher limits and added planning tools.
- Family — $22/mo — linked accounts and a mentor view.
- Organization — $5/seat/mo — cohort mode for educators, with a curated curriculum and completion certificates.
It deliberately refuses the industry's usual monetization: no advertising, no broker referral kickbacks, no insurance affiliate links, no "hot picks" or "buy now" buttons.
What's inside
- Learning — 30+ structured lessons with quizzes, XP, and badges; a glossary with hover tooltips; a tutor chat; and a headline translator that rewrites confusing market headlines in plain English at a chosen reading level.
- Real-world investor tracking — the heart of the product. Real filings pulled in nightly from public sources: hedge-fund 13Fs, corporate-insider Form 4s, and congressional disclosures.
- Research desk — per-company pages with price charts, fundamentals, and a deterministic bull/bear summary written from real data, not guesswork.
- Practice without real money — a $10,000 paper portfolio at real prices, a "what if I'd invested" historical simulator, and mirror flows that copy a real disclosure into paper money.
The "education not advice" rule
Wired three layers deep: rules that forbid recommendation language, a required disclaimer on every generated answer, and a second automated review that checks the first for advice language before it reaches the user. The reason is both legal — giving personalized advice unregistered is illegal — and ethical: the beginners it serves are the ones most hurt by bad advice.