Frequently Asked Questions

We support a large range of assets from many exchanges, but coverage can never be complete. If search does not return what you need, try the ticker, full name, exchange name, and ISIN.

Some assets are listed under a different exchange suffix or naming format, especially mutual funds, regional listings, and pension funds. If you still cannot find it, send us the ticker or ISIN through the app or from the website and we will review it.

If a price looks stale or incorrect, try clicking the refresh button or reopening the app.

If the value still looks wrong, please contact us with the asset name, ticker, exchange, and ideally a screenshot.

Prices update once per day after the market closes (end-of-day pricing). Premium subscription unlocks real-time intraday pricing for supported assets, so you can see live market movement during the trading day.

Not every asset class updates on the same schedule. Mutual funds and certain regional instruments may update later than exchange-traded funds. Manual assets only update when you edit them.

Each portfolio can use its own currency, and TrackMyStack converts values into your chosen portfolio currency for totals and charts. If numbers look inconsistent, check both the portfolio currency and the asset currency you used when adding the holding.

This matters most for foreign holdings, commodities, and UK-listed assets where price units can be easy to misread. If a total still looks off after checking the currency settings, contact us and we will investigate.

If your assets are in a foreign currency, their value may not have changed, but due to the currency conversion to your portfolio currency, the total can still fluctuate with exchange rates.

TrackMyStack can show paid and upcoming dividends for supported assets and can summarize recent dividend history in the app. Dividend coverage depends on the asset and data source, so some holdings may show incomplete or delayed information.

If a dividend amount looks wrong, include the asset, exchange, and the expected per-share amount when you contact us. That is especially helpful for cases where a market quotes dividends in pence or cents while the app is expected to show pounds or dollars.

The app currently does not adjust holdings for stock splits, so if you had 100 shares and there was a 2-for-1 split, you would need to manually update your holding to 200 shares. We are planning to add automatic split adjustments in a future update.

TrackMyStack records how much you hold on each date rather than individual trades. Open the asset, tap Change next to the current quantity, pick the date, and enter the new quantity. You can also enter the difference instead, for example -10 if you sold 10 shares. Tap Save.

The new quantity counts from that date onward, so your earlier history stays as it was. If the asset uses Per Transaction cost basis tracking, enter the average price and any fee when you buy; when you sell, the cost basis goes down at your average cost.

If you sold everything, archive the asset rather than deleting it, so its history stays in your charts. Archiving sets the amount to 0 from today. If you sold on an earlier date, first record a quantity of 0 on that date, then archive.

Archiving sets an asset's amount to 0 from today and hides it from the portfolio, but keeps its history in your charts. Use it when you have sold the whole holding; for a partial sale, record the smaller quantity instead.

Deleting removes the asset and its history from your charts. You can still restore it from Recently deleted for 30 days.

• Portfolios - on the dashboard, turn on Show archived portfolios below your portfolio list, then open the portfolio's menu and choose Unarchive portfolio. Its assets stay archived until you unarchive each one.
• Assets - open the portfolio, turn on Show archived, then open the asset's menu and choose Unarchive. Its amount stays at 0 until you record a new quantity.

These switches only appear when you have something archived.

Open the portfolio settings and toggle the option that excludes it from net worth. This is useful for watchlists, experimental portfolios, or anything you want to track without affecting your main total.

'Since Start' compares your current value to the earliest tracked point in the selected history for that portfolio or dashboard view.

If you want period-based analysis, use the time-range controls in the app for views like 1W, 1M, 6M, YTD, 1Y, or MAX.

Allocation analysis depends on the metadata available for each asset. Manual assets and some less common funds may not have enough sector, region, or asset-type data to classify them perfectly.

If a widely known ETF or fund appears in the wrong bucket, send us the asset details and we will review the categorization.

Open the portfolio's or asset's menu, or Actions on its own page, and choose Delete portfolio or Delete. It disappears from your portfolios and its history leaves your charts. If you sold it, archive it instead to keep its history.

To undo a deletion, open Recently deleted at the bottom of your portfolio list on the dashboard, select what you want back, and restore it. Deleted items stay there for 30 days.

No. TrackMyStack is privacy-first and does not connect to your bank or brokerage accounts. You enter your holdings yourself, which means your account credentials are never shared with us or with third-party aggregators.

Your portfolios sync securely to our servers, so you can open them on your other devices and on the web. We use them to do the work you ask for: valuing your holdings, keeping your home-screen widgets current, and answering an AI assistant you have connected.

We never use your data to profile you, sell it, or share it for advertising, and the app has no ad or third-party tracking SDKs. Your account is anonymous: no name or email is needed unless you add a recovery email, and we never ask for a bank or broker login.

Your portfolio only goes to someone else when you choose: an export you share, a statement you import, an AI assistant you connect, or an API token you create. The privacy policy lists the service providers we rely on and exactly what each receives.

You can import current positions or dated buy and sell history from a CSV, Excel file, PDF, or screenshots. Open the add menu on the dashboard, choose Import from file, and select a new or existing portfolio. TrackMyStack shows a review before it adds anything.

Direct broker sync is not available, so TrackMyStack never asks for your broker login. See the import guide and sample files for supported formats and examples.

You can export your data as a JSON backup or as an Excel file under Account → Your data → Export. To move to a new device, choose Log in on the new device and use one of three options. You will find each of them on your current device under Account → Security & recovery:

• Recovery email - add one under Recovery email, then choose Login with email on the new device and enter the code we send you.
• Sync key - copy it from Sync key, then choose Login with sync key on the new device and paste it.
• QR code - open Link another device → Show QR code, then choose Login with QR code on the new phone and scan it.

We recommend setting a recovery email and exporting a backup before switching phones. If you already lost access, contact us with any backup files or recovery email you still have.

Yes. Open the web app at trackmystack.app/net-worth-tracker in any browser. Choose New User to start fresh, or Log in to open the account you already use on your phone.

To log in, use your recovery email or sync key as described above, or choose Login with QR code and scan the code on screen from your phone under Account → Security & recovery → Sign in on the web.

TrackMyStack supports biometric authentication on supported devices, including fingerprint and face-based unlock methods. Open the app's account or security settings and enable the protection option available on your device.

If biometrics stop working after an app or phone update, disable and re-enable the setting first. If the problem continues, contact us with your device model and app version.

Yes. Connect TrackMyStack to ChatGPT or Claude and ask about your net worth, holdings, allocation, dividends and goals in plain language, or share a statement and have the assistant record the holdings for you. You authorize it with a one-time code from Account → Connected apps, and you can disconnect it there at any time.

The assistant only sees the account you connect, and it cannot buy or sell investments or move money. Setup steps and details are on the AI assistants page .

Yes. The REST API lets your own scripts and spreadsheets read your net worth, portfolios and holdings, and record positions. Create a personal access token under Account → Connected apps, read-only or read and write, and see the API reference for every endpoint.

Start by opening the subscription screen in the app and using restore purchases. On mobile devices, TrackMyStack can re-check your active purchase with the App Store or Google Play account tied to that device.

If Premium still does not appear after restore, contact us and include your platform, subscription type, and whether the store itself shows the subscription as active.

Currently we offer recurring subscription plans rather than a lifetime purchase. Check the app for the latest pricing and available plans, or contact us if you have a billing question.

Subscriptions are managed through the App Store on iOS or Google Play on Android. Cancel from your device's subscription settings and your Premium access will remain active until the end of the current billing period.

Open Account → Your data → Export in the app and choose either JSON backup or Excel export. JSON holds your portfolios with their full history, plus your sync key, so keep it somewhere safe: anyone with the file can open your account. Excel gives you a spreadsheet of your holdings that you can open in any spreadsheet app.