Support Center

You can connect your brokerage account in the Settings > Connections page. This feature requires a Plus or Pro subscription. We use SnapTrade to securely sync your holdings.

We use standardized data providers. Sometimes pay dates or ex-dates might differ slightly due to timezones or data updates. If you see a major discrepancy, please report it.

Yes, you can manage your subscription in the Settings > Billing page. Changes to upgrades take effect immediately, while downgrades occur at the end of your billing cycle.

The AI Agent scans your portfolio daily for risks like dividend cuts, high payout ratios, or sector concentration. It provides actionable alerts in your Dashboard.

Absolutely. We use bank-level encryption (AES-256) for all data. Your brokerage credentials are never stored on our servers; they are handled securely by SnapTrade.

Yes! In the Settings > Import section, you can upload a CSV file of your holdings. We provide a template to ensure your data is formatted correctly.

Your data is preserved, but you will be limited to 1 portfolio and 5 tickers. If you have more, you'll need to remove some to add new ones. Broker connections will be paused.

Yes, we support major exchanges including NYSE, NASDAQ, TSX, LSE, and ASX. Search for tickers using their symbol (e.g., 'RY.TO' for Royal Bank of Canada).