Help & Support

How the Quality Score is built: five weighted pillars, up to 21 metrics, sector-relative scoring, what the bands mean and what the score does not say.

Four models — Advanced DCF, Ben Graham, Simple DCF and Dividend Discount Model — side by side against today’s price: which one fits, how to read the verdict.

Is a stock overvalued? Judge it against its own history, not a sector average: how a multiple becomes a percentile and a verdict, and how the blend works.

Filter US-listed companies and ADRs down to a shortlist: range filters with presets, live results, column sets, and curated and saved screens.

Compare stocks on one chart: companies, metrics and the time window, overlay or split, trend, the latest-values table, a shareable link and a PNG export.

Track holdings, transactions and cash in one place: performance chart, XIRR, upcoming dividends, drift against your sector targets and contribution to return.

Read your portfolio month by month: monthly, quarterly and annual returns, consistency tiles, the full heatmap, distribution, seasonality and SPY.

Import transactions from a broker's CSV export: choose the file, check the column mapping, review every row, then import. How duplicates and errors are handled.

Connect Trading 212 or Interactive Brokers in Settings: which read-only key each broker needs, what the row says while it syncs, and how to disconnect.

Write down why you own each position as a one-sentence thesis with a review date, then let the journal nag you to re-check it before the market does.

Follow headlines, press releases, insider trades and filings: the News screen, a company's News tab, the dashboard digest and the email alerts.

Fixes for the most common problems: signing in, email verification, password resets, data that won’t load, and subscription questions.