Quickstart

1. Create your account

1. Your details. On the sign-up page, give your name, email and a password of at least 8 characters, then select Create account.

2. Confirm your email. We send a 6-digit code. Enter it with your password and select Confirm. A code works for 10 minutes; you can ask for a new one after a minute.

3. Your account opens. You get an email when it’s ready.

Your 7-day free trial starts when your account opens, with everything in the app. See Plans and trial.

2. Your portfolio

A portfolio called My portfolio and a watchlist are made for you. To add another portfolio (up to 20), choose New portfolio and give it a name and, if you like, Starting cash — recorded as a deposit made today. Portfolios are in US dollars.

3. Put in what you own

Three ways, which you can mix.

Import your broker’s statement. Choose Import statement, pick your broker, the portfolio and your monthly statements (PDF, several at once is fine). You then review every row before anything is saved: untick what you don’t want, correct what is wrong; rows already in the portfolio are left out for you, and the result is checked against each statement’s closing positions and cash. The files are read and discarded, never stored. One broker’s statements are supported today, with more to come.

Add a trade. On Transactions, choose + Transaction: buy or sell, price, shares, commission and date. Any past date works — the history is recalculated from it.

Add cash. Choose + Cash movement: a deposit, a withdrawal, a dividend (before tax, with the tax withheld) or a transfer between your portfolios.

Deposits first

A buy needs the cash to pay for it on its date, so record the deposit that paid for it first (or with an earlier date). Otherwise the app answers Not enough cash — the same check that keeps your cash balance true.

4. Read your dashboard

	What it is
Total value	Your holdings at today’s prices, plus cash
Day P/L	What your holdings gained or lost in today’s regular session
Total P/L	Total value minus the money you put in (deposits less withdrawals)
Invested	What the shares you still hold cost you
Available cash	Cash in the portfolio now
Unrealized P/L	Profit or loss on shares you still hold
Realized P/L	Profit or loss locked in by your sales

Each one is defined exactly in How your numbers are calculated.

5. Next

• Alerts — a price crossed, a big move, a report or a filing; in the app or on Telegram (Settings › Notifications to connect Telegram).
• 360 AI — “Analyze with 360 AI” on your portfolio, or ask about any stock.
• ChatGPT and Claude — connect them and ask about your portfolio there.