Question 1

What counts as a portfolio?

Accepted Answer

A portfolio is a set of assets generated by the platform based on your inputs and workflow. Each portfolio includes one monthly rebalance, one walk-forward backtest, and one full performance report, regardless of your plan.

Question 2

Can I cancel my subscription at any time?

Accepted Answer

Yes. Cancel anytime from your account settings. You'll keep access until the end of your billing period. No penalties, no hidden fees.

Question 3

What's the difference between core and advanced models?

Accepted Answer

Core models use standard frameworks like mean-variance optimisation and Sharpe Ratio ranking. The advanced model (Pro only) combines multiple alpha signals into a single ranking system designed to identify higher-conviction opportunities.

Question 4

Do you offer a discount for annual billing?

Accepted Answer

Yes, annual plans are 20% cheaper than monthly. You're billed once per year.

Question 5

When will Pro be available?

Accepted Answer

Pro is currently in development. Join the waitlist to get early access and discounted pricing when it launches.

Question 6

Is this financial advice?

Accepted Answer

No. The platform provides data-driven insights, portfolio suggestions, and analytical tools, not personalized financial advice. You remain fully in control of your investment decisions.

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Common questions