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Account, sign-in and plans
Updated 4 August 2026 · 2 min read · 10 Contents
Plain-language meaning
Public research can be browsed without changing market data. Signing in enables owner-scoped watchlists, portfolios, settings and saved research; a plan controls feature entitlement, not investment quality.
Where it appears #
Use Account for sign-in status, profile, preferences, risk profile, billing, export and deletion. Locked features show their entitlement explanation.
Step-by-step workflow #
1. Open Account. 2. Sign in through the configured identity provider. 3. Review the active plan and entitlements. 4. Set exchange, language and appearance. 5. Open a saved feature and confirm your owner-scoped data appears.
Worked example #
A Free account may save supported basic research while a Pro-only workflow remains visible with an upgrade explanation. Upgrading changes access, not the underlying market signal.
How to interpret the result #
Connected means the current user session is valid. Locked means the entitlement is absent. Unavailable means configuration or service evidence is missing; neither state should be treated as a market result.
Limitations and common mistakes #
Do not share passwords, tokens or one-time codes. A plan badge is not a quality score, and signing out may leave only deliberately safe local identity caches without market values.
Market-specific differences #
Account behavior is consistent across markets, but billing products, taxes and identity-provider availability can vary by platform and country.
Educational use only #
This guide is descriptive education, not investment advice, a prediction, a recommendation, or an instruction to buy, sell, rebalance or place an order.