Frequently Asked Questions

WealthFlow is a comprehensive portfolio tracking platform designed to help investors manage all their assets in one place. From stocks and cryptocurrencies to real estate and pension plans, WealthFlow provides real-time price updates, IRR calculations, and professional analytics tools to help you understand and optimize your investments.

Creating an account is simple and free. Click the "Get Started" button, and you'll be guided through a secure authentication process powered by Auth0. You can sign up using your email address or through social login providers. Once registered, you can immediately start adding your investments.

No, WealthFlow works differently from other portfolio trackers. You manually enter your investments, which means you never need to share your brokerage credentials with us. This approach maximizes your security while still providing powerful tracking and analytics capabilities. Premium users have access to broker integration for automatic syncing.

WealthFlow supports a wide variety of asset types including: stocks and ETFs from major global exchanges, cryptocurrencies, investment funds, pension plans, real estate investments, trading operations, and you can also track dividends, fees, and expenses. The Pro and Premium plans unlock additional asset categories.

WealthFlow connects to professional market data APIs to fetch current prices for your assets. Free users receive 12 price synchronizations per year, Pro users get daily updates, and Premium users enjoy continuous real-time updates. Prices are automatically converted to your base currency for a unified view of your portfolio.

IRR (Internal Rate of Return) is a metric that measures the profitability of your investments considering the timing of cash flows. Unlike simple return calculations, IRR accounts for when you invested money, making it the gold standard for comparing investments made at different times. WealthFlow automatically calculates IRR for each investment and your overall portfolio.

Yes! WealthFlow fully supports multi-currency portfolios. You can enter investments in any currency, and the system will automatically convert everything to your chosen base currency for consolidated reporting. Exchange rates are updated regularly to ensure accurate valuations.

WealthFlow provides comprehensive analytics including: total portfolio value and evolution over time, IRR calculations by asset and category, profit/loss tracking, asset allocation visualization, historical performance charts, and dividend tracking. Premium users also get access to AI-powered insights and automatic tax reports.

Yes, Premium users have access to a personal AI assistant that can analyze your portfolio, provide insights about your investments, answer questions about market trends, and help you understand your financial data. The AI assistant is designed to help you make more informed investment decisions.

Yes! WealthFlow offers a completely free plan that includes stock and cryptocurrency management, transaction logging, trading tracking, and basic dashboard features. The free plan is perfect for investors getting started with portfolio tracking. There are no hidden fees or credit card required.

The Pro plan (€54.99/month) includes everything in the Free plan plus: investment funds tracking, pension plans management, real estate investments, daily price updates, external API connections, and an advanced dashboard with more detailed analytics and visualization tools.

The Premium plan (€274.99/month) is designed for professional investors and includes: personal AI assistant for investment analysis, custom alerts, multiple portfolios, advanced analytics, automatic tax reports, broker integration, 24/7 priority support, and early access to new features. It's ideal for those who want maximum control and insights.

Yes, you can change your plan at any time from your account settings. When upgrading, you'll get immediate access to new features. When downgrading, the change will take effect at the end of your current billing period. Your data is never lost when changing plans.

We offer a 14-day money-back guarantee for new Pro and Premium subscribers. If you're not satisfied with your subscription within the first 14 days, contact our support team for a full refund. After this period, subscriptions are non-refundable but you can cancel at any time.

Security is our top priority. WealthFlow uses industry-standard encryption for all data in transit and at rest. We use Auth0 for authentication, which provides enterprise-grade security features including multi-factor authentication. Your investment data is stored securely and we never share it with third parties.

Yes, WealthFlow is fully GDPR compliant. You have complete control over your data, including the right to access, export, and delete your information at any time. We only collect data necessary to provide our services and we're transparent about how we use it. Read our Privacy Policy for more details.

No. WealthFlow never requires access to your bank accounts or brokerage credentials. You manually input your investment data, which means your financial accounts remain completely secure. Even our Premium broker integration feature uses secure read-only connections and never stores your login credentials.

When you delete your account, all your personal data and investment records are permanently removed from our servers within 30 days. This includes all transactions, portfolio data, and personal information. Before deletion, you can export your data if you want to keep a copy.

WealthFlow is a web application that works on any modern browser including Chrome, Firefox, Safari, and Edge. The interface is fully responsive and works great on desktops, tablets, and mobile phones. We recommend using the latest version of your browser for the best experience.

Currently, WealthFlow is available as a web application optimized for mobile browsers. You can add it to your home screen for an app-like experience. Native iOS and Android apps are on our roadmap and will be available for Premium users first when launched.

Yes, Pro and Premium users can export their portfolio data and reports in various formats including CSV and PDF. This allows you to keep local backups, use the data in spreadsheets, or share reports with financial advisors. Free users can export basic transaction data.

WealthFlow supports stocks from major global exchanges including NYSE, NASDAQ, LSE, Euronext, Deutsche Börse, BME (Spanish Market), and many others. We also support most ETFs, cryptocurrencies from major exchanges, and investment funds. If you can't find a specific asset, contact us and we'll work to add it.

We love hearing from our users! You can report bugs or request features through our contact page. Premium users have access to direct support channels for faster response times. We regularly review user feedback and incorporate popular requests into our development roadmap.