Question 1

How does the 14-day free trial work?

Accepted Answer

When you subscribe to Standard or Premium, you get full access to all features for 14 days without being charged. A credit card is required to start the trial, but you can cancel anytime — no questions asked, no charges applied.

Question 2

Can I import trades from multiple brokers?

Accepted Answer

Yes — every tier can import from all 10 supported brokers with unlimited imports. Pick a broker template or map your own custom CSV columns.

Question 3

How does wash sale detection work?

Accepted Answer

Available on the Premium plan, stockTracker Pro automatically scans your closed trades for wash sales per IRS rules (repurchase within 30 days before or after a loss). Flagged wash sales are highlighted in your tax reports with adjusted cost basis.

Question 4

Is stockTracker Pro available on iOS or web?

Accepted Answer

stockTracker Pro is available on Android and the web. The web app at app.stocktrackerpro.com gives you full access to all features from any browser — same account, same data. An iOS version is on our roadmap.

Question 5

How often do prices refresh?

Accepted Answer

Free refreshes every 60 minutes, Standard every 5 minutes, and Premium every 1 minute for near real-time data. All tiers see the latest price on manual refresh.

Question 6

What happens to my data if I downgrade?

Accepted Answer

Your data is never deleted. If you downgrade from Premium to Standard or Free, features beyond your tier become read-only. Your trades, history, and settings are all preserved. Upgrade again anytime to regain full access.

Feature	Free	StandardPopular	Premium
Trades
Max open trades	Unlimited	Unlimited	Unlimited
Trade data history	90 days	2 years	Unlimited
Custom portfolios	Unlimited	Unlimited	Unlimited
Auto-match & tax lot method	✓	✓	✓
Cash account tracking	✓	✓	✓
Forex trading (currency pairs)🔒	—	✓	✓
Data & Pricing
Global price refresh	60 min	5 min	1 min
Price alerts	1	5	Unlimited
Company Profiles
Lookups per month	10	50	Unlimited
›Profile & Key Stats	✓	✓	✓
›Technical Analysis (chart, SMA/EMA, RSI, MACD)	✓	✓	✓
›Analyst Ratings & Price Targets	✓	✓	✓
›Dividend History & Quality Radar	✓	✓	✓
›Financial Statements (income, balance, cash flow)	✓	✓	✓
›Valuation Models (DCF, P/E, EV/EBITDA, P/S, P/B)	✓	✓	✓
›Management & Insider Transactions	✓	✓	✓
›Future Growth Estimates	✓	✓	✓
›Performance vs. Benchmark	✓	✓	✓
›Equity Intelligence (insider flow, institutional activity)	✓	✓	✓
›Company News Feed	✓	✓	✓
Import & Export
CSV import (all brokers)	Unlimited	Unlimited	Unlimited
Custom CSV column mapping	✓	✓	✓
PDF export🔒	—	5/month	Unlimited
Analytics & Insights
P&L calendar & charts	✓	✓	✓
P&L insights & win rate	Basic	Full	Full
Portfolio analytics & insights🔒	—	✓	✓ + Advanced
Tax Center
Tax reports & Schedule D🔒	—	—	✓
Wash sale detection🔒	—	—	✓
Capital gains report🔒	—	—	✓
Form 8949 CSV export🔒	—	—	✓
Portfolio AI
AI-powered portfolio analysis🔒	—	✓	✓
Monthly AI token allowance🔒	—	150,000	300,000
Privacy-safe (no PII sent to AI)🔒	—	✓	✓
Integrations
Broker connections (20+)🔒	—	✓	✓
Support
Support priority	Standard	Standard	Priority

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