Where Dashboard (the page after logging in), block My tickers.

Result The list shows only what matches the tab and filter; the tiles at the top (portfolio value, daily change, profit/loss, dividend received) keep showing your whole portfolio.

Undo Choose All again and clear the filter. Collapsing categories is not saved: after a reload all groups are open again.

Where Next to each ticker and in the notice above the list.

Result You see price and daily change. Prices come from Yahoo Finance (crypto from Binance, quoted in USDT and shown as USD) and can be delayed; they are not real-time trading prices.

Undo Not applicable (read-only).

Where Button "+ Add ticker" above your ticker list.

Result The ticker appears at once in the right category and shows price and daily change. It counts as a watchlist item until you add a transaction.

Undo Hide it with the × icon (see "Hiding and restoring a ticker").

Where Icon × next to the ticker (on a narrow screen via ⋯ More actions → Hide) and button Hidden tickers above the list.

Result A hidden ticker disappears from your list, but transactions and alerts are kept. There is no button to erase a ticker for good: hiding is the only, reversible step.

Undo Restore it via Hidden tickers; your transaction history is still there.

Where The ☰ handle to the left of each ticker.

Result Order saved ✓ appears briefly; the new order is also kept after a reload.

Undo Move the ticker again.

Where Icon ✎ (Transactions) next to a ticker, or in the portfolio tile the button "+ Add your first transaction".

Result The transaction appears in the list; summary, position and profit/loss update at once. A ticker with a position moves from Watchlist to Portfolio.

Undo See "Changing or deleting a transaction".

Where The Transactions window of the ticker (icon ✎), under the list of transactions.

Result Position, average cost and profit/loss are recalculated.

Undo A deleted transaction does not come back: enter it again. For a wrongly entered sale: delete it and enter the correct one.

Where Summary at the top of the Transactions window (Count, Avg. cost, Realised P&L, Dividend net).

Result After a partial sale the number of shares drops, the average cost stays the same and the result goes to Realised P&L.

Undo Change or delete the transaction and let everything recalculate.

Where The tiles at the top of the dashboard and the Transactions window per ticker.

Result Total return = unrealised + realised + net dividend. vs MSCI World shows the difference in percentage points with the same investment in that index; Annual return (XIRR) takes into account when money went in or out.

Undo Not applicable (read-only); figures change when you edit your transactions.

Where The bell 🔔 next to a ticker, or at the bottom of the dashboard in the Price alerts section the button "+ Set alert".

Result The alert appears under Active alerts with the current price next to it. It is checked on the server, even when your dashboard is closed (about every 15 minutes, faster while the dashboard is open). When it triggers you get a notice on the dashboard and an email (only with a confirmed email address).

Undo See "Editing or deleting an alert".

Where Price alerts section at the bottom of the dashboard, next to each alert.

Result An alert that triggered now sits under Triggered alerts (button "Show triggered alerts") and does not trigger again. An alert past its expiry date shows Expired and is no longer checked.

Undo Re-enable a triggered alert by changing its target. Create a deleted alert again.

Where The icon 📐 next to a ticker (on a narrow screen via ⋯ More actions).

Result As soon as the price breaks the short-term support level (lowest recent close) or resistance level (highest), you get an email. These are historical reference levels, not a price forecast.

Undo Switch the icon off.

Where The Dividend Calendar block on the dashboard, below your tickers.

Result A badge says how certain the date is: Confirmed (announced by the company), Estimated (calculated from the payment pattern of earlier years, not yet announced) or Last known (most recent known date). Estimated dates are an arithmetic estimate, not a commitment. Source: Yahoo Finance. A card also shows how often it pays out (monthly, quarterly, semi-annual or annual), derived from the latest payments. Accumulating ETFs do not pay out: their dividends are reinvested.

Undo Not applicable (read-only).

Where The icon 💡 (Technical position analysis) next to a ticker.

Result You get an informational analysis based on recent closing prices and, if present, your position. It is not investment advice. Answers and earlier analyses stay in the history.

Undo Not applicable; close the window.

Where The block "Ask about your portfolio" on the dashboard (visible once you have at least one position).

Result You get a summarising, informational answer about spread, return and risk of your portfolio; the conversation is kept.

Undo Not applicable.

Where The Generate report block on the dashboard.

Result The report is in Recent reports and on the Reports page, in your account language, with all your active tickers.

Undo Move the report to the trash (see "Managing reports").

Where In the Generate report block, line "Deep-dive for".

Result An extended, linear report for one ticker (at a glance, what has changed, price history, risk, technical levels, company, third-party analysts, news and calendar; see "Reading a deep dive"). The daily quota depends on your plan: Free 1, Pro 3, Premium 10. Nothing is emailed unless you tick Also by email.

Undo Trash (see "Managing reports"). A used deep dive still counts toward that day's quota.

Where The box "Automatic reports (recurring)" in the Generate report block.

Result Below the box it says "Next run: ... at ... (time zone)"; if nothing is on it says "Not active — nothing will be sent.". Automatic reports go to your account email address and require a confirmed address.

Undo Untick the task; nothing is scheduled any more.

Where Reports page → View, or Open in the notice.

Result You see per ticker what happened; everything is descriptive and not investment advice. A tab without data shows source and date.

Undo Not applicable (read-only).

Where Reports page (top bar).

Result Each report shows type, language, version and whether it is manual or scheduled. Only Delete permanently erases row and file for good; the trash is recoverable.

Undo Restore a report from the trash with Restore. Permanent deletion cannot be undone.

Where Open a deep dive from Recent reports or the Reports page (type Deep dive).

Result A linear report without tabs. All figures are calculated with fixed rules from prices and public data; the direction per period is rising or falling for a change of more than 3% in that period plus a higher or lower average in its second half, otherwise sideways. Only the news summary was written by an AI and is labelled as such; analyst opinions come from third parties. There is never a price target or advice.

Undo Not applicable (read only). Move a deep dive you no longer want to the recycle bin (see "Managing reports").

Where In the daily report on every ticker card (block Trend duration) and in a deep-dive under Price history.

Result A calculated, descriptive indication from the price series; no AI is involved. The buffer of 0.5 times the ATR adapts to the instrument: a calm stock and a volatile crypto do not share one fixed limit. It is not a forecast and not investment advice.

Undo Not applicable (read-only).

Where Dashboard, block Market context.

Result You place your portfolio in the context of interest rates, inflation, volatility and currencies. Macro figures appear monthly or quarterly and are revised; market prices may be delayed. They are facts, not a forecast and not advice.

Undo Close the block.

Where Account menu (top right) › Refer a friend.

Result The new customer pays the same price; you earn credit. No commission on free periods, failed, refunded or disputed payments, or on your own accounts. If the customer cancels, the commission stops; if they take a subscription again within the term, it continues. The credit is not money: it is not transferable and not payable in cash.

Refunds On a refund the same share of the commission is reversed (with a full refund the whole commission). If the credit was already applied, the difference is offset against your next commissions before any new credit is given. You never get a higher invoice for it and we do not claim it back in money; if no new commissions follow, the amount stays open internally.

Undo Change your formula for later referrals; credit already earned stays. A referral already made cannot be withdrawn.

Where Dashboard, under Report (counter) and Plans (comparison).

Result You see in advance what your plan includes and what you can still use. The budget resets at the start of every month (in your time zone).

Undo Wait until next month or choose a higher plan.

Where Dashboard, block Return overview.

Result You see in one place what you have realised, received and not yet realised, and can export it for your own records. Everything is in euro at current exchange rates and excludes transaction costs (the app does not track them). Descriptive: not a tax calculation and not advice.

Undo Close the block; nothing is changed.

Where Dashboard, block Events and the Earnings calendar.

Result You see what is coming and what was just reported in one place. The source is Yahoo Finance. It is descriptive: it says nothing about the price afterwards and is not advice.

Undo Choose another filter or period.

Where Dashboard, Price alerts and Report (quiet hours).

Result You get a notice for a big daily move or a notable RSI without being disturbed in the middle of the night. The RSI is a descriptive indicator, not a buy or sell signal.

Undo Delete the alert or clear the quiet hours.

Where Dashboard, block Performance over time and the card vs benchmark at the top.

Result You see how your portfolio developed and how that compares with an index. Everything is in euro at the current exchange rate, so the price movement of foreign currencies is not in the series. It is descriptive and not investment advice.

Undo Choose another period or benchmark.

Where Dashboard, My tickers.

Result You find what you need faster in a long list. Sorting and filtering are only a view: your own order and your data do not change. Your sorting and filter choice is remembered in your browser.

Undo Click the star or label again, or choose own order.

Where Dashboard, below the tickers, block Diversification and concentration (visible once you have an open position).

Result You see at a glance where your money is. The notice is descriptive: it does not say you should do anything and is not investment advice.

Undo Close the block.

Where Dashboard, under Report, tick Closing report by email.

Result After every trading day you see what moved and what the news may say about it. The explanation is an AI summary of headlines, not a judgement or advice. On an exchange holiday no email is sent.

Undo Remove the tick.

Where At the top of a deep dive, under My points of attention.

Result You see the data that belongs to your point of attention at the top. It remains a display choice: there is no buy or sell advice.

Undo Remove the tick.

Where At the top of a deep dive, line View, and at every heading.

Result A beginner keeps an overview with Short; whoever wants the details chooses Detailed. Everything stays descriptive: the labels and statuses say how reliable or current a figure is, not whether it is good or bad.

Undo Choose the other view or open the part again.

Where In a deep dive, section Comparable investments.

Result The comparable tickers come from Yahoo Finance: the same industry and region with a comparable market cap. They are not direct competitors by definition. Returns are price returns in each ticker's own currency, excluding dividends and without conversion. Nothing is said about good or bad: it is context for return, risk and valuation.

Undo Not applicable (read only).

Where In a deep dive, section Your position and the portfolio (or Worked examples if you hold no position).

Result The positions come from your own transactions and live prices; they are only used in your own report and never sent to an AI. Positions without a price are not counted; a note then says the weight is an estimate. The worked examples are fixed percentages: they say nothing about what will happen and contain no advice.

Undo Not applicable (read only).

Where Dashboard → Automatic reports (recurring), under "Weekly deep-dive by email (Monday)", line "Choose ticker".

Result Every change is saved immediately (Saved). At the top of every deep dive and in the email you see why that ticker was chosen. The button "Generate deep-dive now" with Most notable ticker (automatic) always uses the rule Most notable, not your setting.

Undo Choose another mode; the fixed ticker is cleared as soon as you choose another mode.

Where In your mailbox, every Monday around the time of your automatic reports, when "Weekly deep-dive by email (Monday)" is on.

Result A short, factual email without advice. For the first deep dive of a ticker it says so; without changes it says "No notable changes since the previous deep dive". A manual deep dive is only emailed when you tick "Also by email"; the weekly deep dive does not count towards your daily quota.

Undo Untick "Weekly deep-dive by email".

Where At the top of the report, button "Save as PDF".

Result A portrait A4 document with dark text on white, repeated table headers, tables that do not break across pages, an expanded explanation and, on every page, a footer with ticker, version, date and source, plus page numbers ("3 / 8"). The file name ends with the ticker. Want the report as an image, like on screen (dark theme, all parts open)? Click Save as PNG next to Print / PDF; the image is made in your browser and gets the same file name with the ticker last. A very long report is made slightly smaller; if it does not work, use Print / PDF.

Undo Not applicable.

Where Dashboard, block Earnings calendar.

Result A list with date, name and, if available, the EPS estimate. The source is Yahoo Finance; dates can shift and the EPS is an estimate by third parties, not our expectation.

Undo Not applicable (read only).

Where Dashboard, block Annual overview (appears as soon as you have transactions).

Result An overview of your own entered transactions, per ticker in its own currency (nothing is converted). The result uses the weighted average cost. It is an aid for your tax return, not tax advice.

Undo Not applicable (read only). Correct a figure by editing the transaction itself.

Where Dashboard → Automatic reports (recurring), box "Weekly overview by email (Monday)".

Result Only facts from price data, no advice. Your email address must be confirmed.

Undo Untick it.

Where Below your ticker list, box "Show news for big price moves (3% or more)".

Result The item is called "Possibly related news" and is a third-party headline: it only shows a link in time, not a cause. It is off by default and your browser remembers your choice.

Undo Untick the box.

Where Compare in the top bar, block ETF costs and overlap below the chart.

Result The overlap is a lower bound: only the largest holdings are known. The block only appears when there are ETFs in the comparison.

Undo Remove an ETF from the comparison.

Where In the ticker list, the calendars, the annual overview, the price alerts, the recent deep-dive reports, in the reports themselves (card header, tables and comparable tickers) and in the header and tab of a deep dive.

Result Companies get their logo, ETFs the logo of the issuer (such as iShares or Vanguard), crypto and currencies the coin icon or the flag, and commodities their own drawn icon (gold, oil, grain, etc.). Dark logos sit on a white tile so they stay readable. If no logo was found you see the first letters of the symbol. Logos are trademarks of the parties concerned and serve only for recognition.

Undo Not applicable.

Where Compare in the top bar.

Result You see a chart and table with Return, Volatility and Max drawdown, plus a correlation matrix (close to +1 = move together, close to -1 = opposite). Returns are in each ticker's own currency, without exchange-rate conversion.

Undo Click Remove next to a ticker to take it out of the comparison; clear the amount to see only the return again.

Where Button "Import transactions" above your ticker list.

Result You see "n transaction(s) imported across x new ticker(s). d transaction(s) skipped". Buy/sell transactions and dividends are recognised; costs and cash movements are ignored. An indicative tax overview of withheld dividend tax appears (not tax advice).

Undo Delete wrong transactions one by one in the ticker's Transactions window.

Where Register on the start page; then the email in your inbox.

Result Your address is confirmed; alerts and automatic reports can now reach you by email.

Undo Not applicable.

Where Login page → Log in with magic link.

Result You are logged in without a password. If 2FA is on, the app then asks for your code.

Undo Log out via the account menu → Log out.

Where Login page → Forgot password?

Result You can log in with the new password.

Undo Request a reset again.

Where Account menu (your email address top right) → Security → block Change password.

Result What the app enforces: at least 8 characters, an uppercase letter, a lowercase letter and a digit. After the change you are logged out on other devices. Recommendation (not required): a long, unique phrase and a password manager.

Undo Change the password again, or reset it via "Forgot password".

Where Account menu → Security.

Result At every login the app asks for the current code after your password (it changes every 30 seconds). The Security page says "2FA is enabled".

Undo See "Disabling 2FA".

Where Login page, the verification-code step.

Result You are logged in. Each recovery code works only once. Keep them in a password manager or print them, not with your password.

Undo Not applicable.

Where Account menu → Security.

Result 2FA is off; you can enable it again on your new phone.

Undo Enable 2FA again.

Where Page /auth/sessions (type it after the site address; there is no menu button).

Result Unknown activity? Change your password right away (other devices are logged out) and enable 2FA.

Undo Not applicable (read-only).

Where Account menu → Security → bottom block My data.

Result You get a copy of your profile, tickers, transactions, price alerts, reports (data, not the files), conversations and security log. Password, 2FA secret and recovery codes are deliberately not included. The file contains personal data: store it safely. Limited to 5 downloads per hour.

Undo Not applicable (read-only).

Where Account menu → Security → Delete account (click to expand).

Result You get a confirmation email and are logged out. Your account is erased permanently after a 14-day cooling-off period: tickers, transactions, alerts, reports (including the files) and conversations disappear, the account is anonymised and your email address becomes free for a new registration. Until then you get no automatic reports or alert emails. Administrators cannot delete their own account.

Undo During the cooling-off period: log in and click Cancel deletion at the top (then set up your automatic reports again). After the final deletion nothing can be recovered.

Where NL / EN / FR top right in the top bar (and at the top of this guide).

Result The choice is saved on your account and applies to dashboard, reports and emails.

Undo Click another language.

Where Account menu → Pricing.

Result The plan sets your ticker limit and the daily deep-dive quota (Free 1, Pro 3, Premium 10). Your existing tickers keep working when you reach the limit, but you cannot add new ones until you upgrade or hide tickers.

Undo See "Invoices, payment details and cancelling".

Where Pricing page, link "Manage subscription, invoices and payment details" (only visible with a paid subscription).

Result You can cancel at any time and keep access until the end of the billing period. After that you fall back to Free; existing tickers are kept but adding new ones is only possible within your plan's limit.

Undo Take a subscription again on the Pricing page.