Support
Frequently Asked Questions
Answers to the most common questions about setup, data handling, and how {{BRAND_NAME}} fits into your workflow.
FAQ
Before you get started
If your question isn't covered here, reach out through the contact page and we'll follow up directly.
What is {{BRAND_NAME}} and who is it built for?
{{BRAND_NAME}} is a portfolio analysis and allocation tool designed for self-employed professionals managing irregular income. It helps translate variable cash flow into a structured, risk-adjusted view of your holdings.
Do I need trading experience to use it?
No. The setup process is built around guided steps rather than assuming prior portfolio management knowledge. That said, {{BRAND_NAME}} is a tool for analysis and organization, not a substitute for your own judgment or professional financial advice.
How long does setup take?
Most accounts are configured within a single session. The exact time depends on how many accounts or data sources you connect and how much historical information you choose to import.
Can I connect multiple accounts or income sources?
Yes. {{BRAND_NAME}} is designed to consolidate multiple accounts into a single view so that irregular income streams can be analyzed together rather than in isolation.
Is my financial data stored securely?
Data handling follows standard security practices appropriate for financial information. For full details on what is collected and how it is used, please refer to our Privacy Policy.
Does {{BRAND_NAME}} give investment advice?
No. {{BRAND_NAME}} provides analysis, structure, and allocation tools based on the data you provide. It does not offer personalized investment, tax, or legal advice. Decisions based on this information remain your responsibility.
What happens if my income changes significantly?
The platform is built to accommodate irregular and fluctuating income. You can update your inputs at any time, and the allocation view will reflect those changes on your next review cycle.
Can I export my data or reports?
Yes, core reports and summaries can be exported for your own records or to share with an accountant or advisor.
Is there a trial period before committing?
Availability of trial access or introductory terms is outlined during the signup process. Check the current offer on the homepage or contact us for specifics.
How do I get help if I run into an issue?
Use the contact page to reach the team directly. Please include relevant details about your issue so we can respond efficiently.