Help getting started, answers to common questions, and how to reach a real person. There's no account or login to use the app — so most questions are quick to solve.
Email us and we'll get back to you. Please include your device (iPhone, iPad, or Mac) and a short description of what you're seeing.
A few quick things that resolve the most common questions:
Quick answers to the things people ask most.
Tap the "+" to create a portfolio, open it, then "Add Holding" and enter a ticker symbol (for example AAPL) and the number of shares. Start typing a company name or symbol and the app helps you find the right ticker.
Quotes come from a public market-data endpoint using only the ticker symbols you enter. No personal information is ever sent with a price request.
Your portfolios sync through your own private iCloud account (Apple CloudKit) so they stay current across your Mac, iPhone, and iPad. It's a convenience — the app works fully offline too. Turn it on or off in Settings.
In Settings, enter your own sending email account (for example a Gmail address with an app-specific password) and a recipient address. The app then emails you a PDF summary each trading day, sent directly from your device. It's entirely optional and off until you fill it in.
Turn on the Face ID / Touch ID lock in Settings. It requires authentication each time the app opens and falls back to your device passcode.
Yes. You can back up your entire database to a single file and restore it later — handy when setting up a new device or keeping an archive.
iPhone and iPad on iOS/iPadOS 17 or later, and Mac on macOS 14 or later.
Yes. There's no developer backend — your data stays on your device and in your own iCloud. See the Privacy Policy for the full details.
Email us with your device and a short description and we'll help you sort it out.