How Can We Help?

Navigate to Portfolio Analysis from your dashboard and click "Connect Account." We support secure read-only connections to Schwab, Fidelity, Vanguard, Interactive Brokers, and most major brokerages through our encrypted integration partner. Your credentials are never stored on our servers.

Yes. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We use read-only brokerage connections, meaning we can view your holdings but never initiate trades or transfers. We are SOC 2 compliant and undergo regular third-party security audits.

Our AI assistant uses a combination of quantitative models trained on decades of market data, real-time SEC filings, earnings transcripts, and macroeconomic indicators. All recommendations include the underlying data sources and confidence levels so you can evaluate the reasoning yourself.

Applicants must be U.S. residents, at least 18 years old, with a valid Social Security number. Minimum credit score requirements vary by loan amount: 640+ for loans under $15,000, and 680+ for larger amounts. Pre-qualification uses a soft credit pull that does not impact your score.

Yes. All subscriptions are month-to-month with no long-term contracts. You can cancel from your account settings at any time and retain access through the end of your billing period. We also offer a 30-day money-back guarantee for new subscribers.