Skip to content

How can we help?

I haven't started yet

See what it does

Four steps, start to inside.

Try it without paying

Make one call on a hidden stock and see it marked.

See the price and what is included

Basic, Pro, Duo or Family, monthly.

Check my data is safe

What is stored, where, and who can read it.

Start

Create your account: seven days free, no card. The blue button on every page does the same.

I'm in the terminal

Ask a question in plain words

The round button, bottom right

On every screen. Type what you want to know; it answers and offers a button to the right screen.

See my money grow

Today › Portfolio growth

From your first buy, on daily closes.

Look anything up without leaving

The search box at the top

Type a stock, or a word like earnings, dividends or beta. The answer shows right there.

Set it up the first time

It asks you

A few questions on first open. They set your rules.

See what needs me today

Menu › Today

The first screen. Top item is the most urgent.

Add what I own

Menu › Portfolio

Add a holding, or bring in your broker account.

Bring in past trades from a file

Settings › Your book › Backup / Restore › Import trades (CSV)

The CSV your broker exports. Columns are read automatically.

Check one company

Menu › Analyze

Type a ticker. Every check, pass or fail.

Look for new stocks

Menu › Find stocks

Names that clear your rules.

Find a screen I cannot see

Menu › More tools

At the very bottom of the menu. It opens the less-used screens.

Change my rules or answers

Menu › Settings

Every answer from the first questions can be changed.

Be shown around again

Menu › Help › Show me around again

The short tour, from the start.

Money and cancelling

Cancel

Settings › General › Billing › Open billing

One click on the billing page. Access runs to the end of what you paid for.

See my next charge or invoices

Settings › General › Billing › Open billing

The same billing page.

Get a refund

Within fourteen days of any payment, no questions.

Something is wrong

Know if the service is down

Bottom of any page

"Service: answering" means ours is up.

Check a record someone sent me

No account needed.

Anything else

Say what you pressed and what you saw.

Not here? We answer every email.

[email protected]