Frequently Asked Questions

FAQ · Features · Learning · Pricing · Dividend Calculator · Compounding Visualizer · System Status

StockPortfolio (ONE) is a calm, dedicated workspace optimized specifically for dividend and income investors, eliminating the noise of speculative trading platforms.

Platform Core Value & Features

• What makes StockPortfolio (ONE) different from typical tracking apps?
  Unlike standard apps focused on day trading, this platform is tailored entirely for stable, compounding passive income.
  
  
• How do the Safety Gauges work?
  They assess individual holdings using a proprietary 0–100 numerical score to flag unsustainable yields.
  
  
• Can I simulate the long-term impact of DRIP?
  Yes, the built-in Reinvestment Simulation models how different dividend reinvestment choices accelerate compounding over years.
  
  
• Does the platform support options trading tracking?
  Yes, it features a dedicated Covered Call Management desk to balance premium generation against equity upside.
  
  
• What specific views are included in the user interface?
  Your workspace includes an Operations Desk, Payout Calendar, Stocks Detail Page, and Account History.
  
  

Getting Started & Data Management

• How do I add my existing stock holdings to the platform?
  You can connect directly to your broker, upload a standard CSV spreadsheet, or type them manually.
  
  
• Can I export my investment data if I choose to leave?
  Yes, the platform includes built-in data import and export tools via CSV format.
  
  
• Is there a demo available to try before committing?
  An 18-minute guided demo video is available on the features page to show the layout in action.
  
  
• Can I manage multiple investment accounts at once?
  Yes, the interface provides distinct sections for My Accounts, Watchlists, and multiple portfolios.

Plans, Pricing & Limits

• What features are included across the premium plans?
  Plans scale up to include unlimited portfolios, advanced backtesting, and full AI data tiers.
  
  
• Is there a cap on daily research lookups?
  Tiered plans offer a spectrum from 10 daily lookups on basic tiers to 50 daily research lookups on top tiers.
  
  
• How long is my portfolio activity history retained?
  History retention ranges from 90 days up to a full 365-day archive depending on your plan tier.
  
  
• What type of customer support can I expect?
  Users receive dedicated regular or priority email support based on their chosen plan tier