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Help & Support

Guides for every tool in the terminal, troubleshooting, and ways to reach us.

Guides
How the quality score works
Where the number comes from: five pillars and their weights, up to 21 fundamental metrics, how sector-relative metrics are judged, what the bands mean, and what the score deliberately does not say.
How to use the DCF calculator
Estimate a stock’s fair value from first principles: load company defaults, tune eight assumptions, and read the projection, waterfall, and sensitivity output.
How to use the stock screener
Filter the stock universe down to a shortlist: combine quality, growth and valuation filters, sort the results, and save screens you want to rerun.
How to use the portfolio tracker
Track holdings, transactions and cash in one place: performance chart, XIRR, upcoming dividends, allocation drift against your sector targets, and contribution to return.
How to use the investment journal
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.
Troubleshooting
Contact support
Can’t find what you need? We usually reply within one business day.
Resources
FAQ
Quick answers to common questions.
Blog
Articles and product updates.
Glossary
Financial terms, defined.