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Frequently Asked Questions
Quick answers to common questions
How do I create a new portfolio?
To create a new portfolio, navigate to the Portfolio page and click on the [Create New Portfolio] button. Follow the prompts to name your portfolio and add stocks.
How often is stock data updated?
Stock data is updated in real-time during market hours. Historical data and analytics are updated daily after market close.
Can I export my portfolio data?
Yes, you can export your portfolio data in CSV or PDF format. Go to your portfolio page, click on the [Export] button, and select your preferred format.
How do I connect my brokerage account?
To connect your brokerage account, go to Settings > Linked Accounts and select your broker from the list. Follow the secure authentication process to establish the connection.