Help centre
Get started in 4 steps
Book a free 20-minute walkthrough
A tour of the product. It is for product help only and will not cover investment advice or your own portfolio choices.
Contact us
Questions or feedback? Email support@example.com.
Video tutorials
Frequently asked questions
Getting started
How do I start?+
Create a free account, add a portfolio for each broker account, then add holdings by hand, from a CSV, or from screenshots.
Is this financial advice?+
No. Everything here is educational information, not investment advice. Data is shown the same way for every user and is never tailored to your situation.
Can I have more than one portfolio?+
Yes. Create one per account and view them together on the Home page or the combined view.
Importing
Which brokers work?+
Screenshot and CSV import work with any broker. See the supported brokers page for the list.
Do you store my screenshots?+
No. Images are processed in memory to read the holdings and are never saved.
Is the AI always right?+
Not always. You review and edit every extracted row in a table before anything is saved.
What should my CSV look like?+
At minimum a Symbol and a Quantity column. Average cost or book value is used if present.
Dividends & taxes
Where do dividend figures come from?+
From public market data. Projected income is an estimate based on recent payments and can change or stop.
Does the app give tax advice?+
No. Account types (such as TFSA or RRSP) are labels to organise portfolios. Speak with a qualified professional about taxes.
Stocks & data
How fresh is the data?+
Quotes come from Yahoo Finance and are delayed by about 15 minutes. Values refresh about once a minute during US market hours.
Are my portfolio values from the screenshot?+
No. Values are always recomputed from current quotes and your share counts.
Account & privacy
How does login work?+
Passwordless. We email a one-time 6-digit code that expires in 10 minutes.
Can I delete my account?+
Yes. Go to Settings, then Delete account. Your portfolios and holdings are removed.
Can I hide my numbers?+
Yes. Use the Hide numbers toggle on the Home page to blur amounts.
Billing
Is there a free plan?+
See the pricing page for current plans and what each includes.
How do I cancel?+
Manage or cancel your plan any time from Settings.
Educational information, not investment advice.