We support various investment types including Stocks, ETFs, Cryptocurrencies, and Real Estate. 

We offer different levels of support for each investment type. For example, Stocks and ETFs are available from six different exchanges, while for Cryptocurrencies, the app tracks the top 100 traded currencies at the time.

 No. We do not offer the functionality to export investment data for tax purposes. 

This is due to the complexity and variety of tax laws that apply differently across various jurisdictions. Therefore, the app does not engage in any tax-related activities to accommodate these diverse legal requirements.

 “Potential Yearly Cashflow” is our estimate of the annual income you can expect from your investments. Cashflow is the net amount of money moving in and out of an investment. 

At our platform, for stock investments, we calculate this by gathering dividend information and estimating the dividends you’ll receive based on your specific portfolio and transaction dates. For real estate, we determine it by calculating the net cashflow, which is the property’s income minus its expenses. This gives you a clear projection of what your investments could yield over the course of a year.

 Yes, we allow the importation of existing investment portfolios via CSV files. 

The platform currently supports CSV imports from specific investment platforms such as LHV, Lightyear, and Interactive Brokers. As investment platforms have their own unique formats for account summaries, we are continually expanding its support to include more formats, enhancing the ease of integrating your investment data into the app.

We prioritise the security of your financial data and personal privacy. The app is designed to request minimal personal information and focuses solely on transactional data for portfolio management. 

It does not store sensitive details such as bank account numbers or payment information. All payment processing is handled through a secure third-party processor, ensuring that your payment details remain protected and separate from the app. 

We also follow best practices in technical security and development, all in all this makes the security of the platform and your data our first priority.

We update market prices for investments several times a day using a variety of data pipelines. The frequency and source of updates depend on factors like the type of investment, the market, and other variables. While the app does not provide real-time data, it aims to maintain up-to-date information for effective tracking purposes. This approach ensures that users have reasonably current data for their investment monitoring needs.

The “portfolio yield” on our platform is calculated as a percentage, representing the annual cashflow in relation to the total value of your portfolio. 

This metric is designed to give you a clear understanding of the overall performance of your investments, reflecting the income generated compared to the portfolio’s total worth. It’s a useful tool for assessing the effectiveness and profitability of your investment strategy.

We are a small team, so we don’t do dedicated phone or email support. Best way to reach out to us is via our Discord Community – we have a special help channel just for answering your questions!