Frequently Asked Questions
Who this platform is for, what it does and doesn't do, and how your data is handled.
Who is this for?
For individual investors who want a clear, centralized view of their stocks, ETFs and portfolios — from a first watchlist to managing several accounts side by side.
What isn't covered?
The platform tracks and analyzes positions you already hold or watch; it doesn't place orders or connect to your broker to trade. Price and market data may be delayed (see the app for details).
Does this replace financial advice?
No. The dashboards, indicators and alerts are decision-support tools based on your own data and public market data. They are not investment advice, and any decision remains yours.
How much does it cost?
The Starter tier is free and covers portfolio tracking and watchlists. Deeper technical analysis, alerting and multi-account features are available with the Analyst and Investor tiers through Patreon.
Where is my data?
Your portfolio data is stored in your browser by default; nothing is sent to a server to use the free features. Cloud sync, to keep your data available on several devices, is optional and requires a Patreon connection.
Found a bug or missing a feature?
Let us know — every report helps improve the platform. Reach out through the contact option in the app's user menu.