Frequently Asked Questions

And other helpful tips

Target Audience


Getting Started


YourPortfolio Software


Compatability


Pricing and Refunds


Support


Troubleshooting Tips




Target Audience

Is YourPortfolio right for me?

The software is meant to be used by all investors. It has an excellent blend of usefulness and convenience that can be used by experts as well as complete beginners. The in-depth data and analysis provided will appeal to the more experienced investor while the easy-to-read and intuitive platform will be enjoyed by new investors.



Can I use the software as a new investor?

While the YourPortfolio software has numerous valuations, in-depth analysis, and a variety of graphs and charts, each section has clear and precise notes explaining the meaning behind it all. The notes allow any investor, including a complete beginner, to understand and analyze the most complex concepts.




Getting Started

How does the software work?

Enter in any stock ticker symbol into the summary page and watch as the software automatically updates with charts, analysis, and valuations in seconds! By using quality data from third-party sources the software generates in-depth fundamental analysis, provides a YourPortfolio rating, calculates 4 valuation models, and includes a Peter Lynch Model. All of this great information is automatically updated as you enter different tickers.



Which companies can I analyze with the software?

You can enter any US stock ticker and the software will update automatically.




YourPortfolio Software

Where does the software obtain data from?

The software currently pulls data from trusted third-party sources. Pulling data automatically from these sources allows us to keep pricing low while maintaining accuracy and reliability.



Is the data accurate and reliable?

Using the sources listed above keeps the YourPortfolio software filled with reliable, accurate, and up to date data.



How often is the data updated?

Since the data is retrieved from the aforementioned sources, it is updated as they are, ensuring that your product stays up to date. This allows the software to remain updated daily, since different companies have earnings announcements on different days throughout the year.



How do I use the software to actually invest?

The YourPortfolio software is intended to be a jumping off point for you to truly research and choose great companies to invest in. It can definitely provide you with excellent and accurate data, analysis, and visuals with which you can use to your advantage and find incredible companies that produce incredible returns. With that being said, you should always do your own research beyond the software to make sure you have found the right investment for you.




Compatability

Will this work with Windows and/or Mac?

YourPortfolio works with just about everything, including Windows and Mac.



Which devices are compatable?

You can use this software on a computer, tablet, or phone! YourPortfolio is mobile ready.




Pricing and Refunds

How much is the software?

YourPortfolio has the best pricing in finance... and the simplest. Currently there is only one option - Annual plan for $99. I have worked to make sure this software is available to the everyday investor and I feel it offers an incredible amount of value for a very reasonable price.



What is your refund policy?

We provide a 30-day money back guarantee. Try it out and if the software is not for you don't worry. Just email chris@yourportfolio.io and your money will be returned. Fast and easy! Our full refund policy can be found HERE.




Support

How do I contact you for help?

If you have any questions about this Privacy Policy, please contact us at chris@yourportfolio.io




Troubleshooting Tips

Software unresponsive or not loading any information

  • Check internet connection - The software retrieves data from the internet and requires an active internet connection
  • Logout - In the event of an unknown problem (eg. data not loading), logout and exit the software before logging back in to resume.