Help and contact

Import your broker statement in Import (you review every row before saving) or add a transaction by hand in Transactions.

Create a plan in Recurring contributions: each month the transaction is ready and you only confirm quantity and price.

Prices come from public sources and are not real time; they can be hours late. When a price is missing we say so and never count it as a zero return.

A numeric summary of your portfolio, without your name or email, sent to the AI provider listed in the privacy policy. You can turn AI off in Settings.

In Settings → Privacy and data you download everything in one file, and in Settings → Account you delete the account with all its data.

From the Pro page if you paid on the web, or in your phone's subscription settings if you paid in the app. You keep Pro until the end of the period and lose no data. Terms.