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Manage profile, plans and exports
Updated 31 October 2026 · 2 min read · 10 Contents
Plain-language meaning
Account tools expose owner identity, preferences, entitlements, data export and deliberate deletion controls.
Where it appears #
Account tools expose owner identity, preferences, entitlements, data export and deliberate deletion controls.
Step-by-step workflow #
1. Confirm exchange and instrument. 2. Select the intended period or scope. 3. Read the as-of time, unit and native currency. 4. Inspect available rows. 5. Open supporting evidence. 6. Treat missing inputs as unavailable. 7. Save or compare only like-for-like evidence.
Worked example #
Illustrative only: an illustrative export can contain 3 watchlists and 2 portfolios for the signed-in owner The example is not a live quote, forecast or expected result.
How to interpret the result #
Higher, lower, positive and negative values retain the definition of the displayed field and period. A genuine zero is evidence; unavailable is missing evidence. No single field determines whether an instrument is suitable.
Limitations and common mistakes #
Coverage, reporting periods, stale observations, corporate actions, methodology changes and small samples can limit comparison. Never combine unlike currencies, scales, sessions or instruments without an explicit compatible basis.
Market-specific differences #
Plans are Free, Pro and Max; an account can start one complimentary Max trial without a card. Members can change the payment method or cancel from Profile and keep access until the paid period ends; refunds follow the published Refund Policy. Plan access is not investment quality; exports can contain sensitive data and deletion requires the published confirmation process.
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.