{% extends "base.html" %}
{% block title %}{{ BRAND_NAME }} · Settings{% endblock %}
{% block main %}
Drop a portfolio CSV from any broker. We’ll parse it and show
a preview before importing anywhere.
Share your invite link. When your friend subscribes, you and
they each get 45 days of paid access credited
to your account.
Editorial commentary delivered to your inbox. Daily for paid (Mon–Sat) plus the Sunday recap; free tier gets the Sunday recap.
Language the AI uses for the strategic log, your daily digest, and
portfolio commentary. The interface itself stays in English for now.
Manage the encrypted server-side copy of your portfolio. Sync is
opted-in per import (see the Import section above).
Available on the paid tier. Upgrade or apply an invite credit
above to enable cloud sync.
Import portfolio (CSV)
T212 export path:
Investing → Your Pie → ··· → Export.
Invite a friend
Email digests
Language
Cloud sync (encrypted)