Portfolio Scores update daily. A sharp drop usually traces back to market movements, refreshed forecasts, or a data refresh changing your holdings.
View moreLarge portfolios can take 3-5 minutes to compute. If it runs longer, try a hard refresh, another browser or an incognito window, then contact support.
View moreCheck spam and confirm you are using the address you signed up with. Verification links expire after a short time, so request a fresh one if yours fails.
View moreClick Ignore on the card and pick a reason, and an alternative is generated. To suppress a whole fund family, use Preferences - Recommendations.
View moreClick Ignore on the recommendation so an alternative is generated, then use Report an issue next to the ticker so we can correct the security database.
View moreFind the recommendation for that security and click Ignore. You will stop receiving suggestions to trade the holdings you want to leave alone.
View moreRecommendations follow your risk profile. Adjust it under Settings - Preferences, or use Asset Groups to set a different risk level per group.
View moreTry a hard refresh (Ctrl+Shift+R), then an incognito window, then clearing cache. Disabling a VPN, ad blocker or extension resolves most remaining cases.
View moreSimulations show how your portfolio would have performed through real crises, including the dot-com bubble, the Global Financial Crisis and Covid-19.
View moreGold adds personalized recommendations from the Recommendation Engine and 5 AI Assistant queries a day on top of everything in the free plan.
View morePlatinum adds fee optimization, AI equity research and unlimited research tools, including 100 AI Assistant queries a day, on top of Gold.
View moreFree covers net worth tracking, retirement and scenario planning, and Portfolio Score. Paid tiers add recommendations and tax optimization tools.
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