Help Center

Getting Started

Get set up in a few minutes.

Soritch runs entirely on your own computer, so there's no email verification and nothing to wait on. This guide walks through creating your account, unlocking the app later, and finding your way around once you're in.

Creating your account

The first time you open Soritch, you'll land in a short setup flow instead of the app itself. It's a local account — nothing is sent anywhere, and there's no username to reserve or email to confirm. It exists so the app can be personalized to you and, if you want, locked behind a password on a shared computer.

01
Welcome — your display name, email, and an optional password. There's a "skip password, just remember me" checkbox — if you check it, the app never locks and opens straight to your dashboard every time.
02
Contact — a phone number, with a country code picker, plus an optional second number.
03
Address — your billing address, and a shipping address if it's different from billing.
04
Recovery — an optional recovery keyword and hint, in case you set a password later and want a fallback prompt to jog your memory.
05
Investor Profile — your time horizon and the industries you're interested in. Nothing here is required — it just helps frame the app around what you actually care about.
06
Review — a summary of everything you entered, with an "Edit" link back to any step. Submitting drops you straight into the app.
Every field you fill in is saved automatically as you go. If you close the app or your computer restarts mid-signup, reopening Soritch picks up exactly where you left off.

Signing in after that

What you see on your next launch depends on whether you set a password:

There's no "Forgot password" flow yet. If you set a password, pick one you'll actually remember — there's currently no self-service way to reset it if you forget it.

This local password is meant to keep one person's fingers out of another's portfolio on a shared computer — not to stand up to a determined attacker. Anyone with direct access to your files could still get in another way, so don't treat it as a full security system.

Finding your way around

Once you're past the gate, a sidebar on the left holds seven destinations: Dashboard, Portfolio, Watchlist, News, Analytics, Learn, and Account. It shows your total portfolio value and gain at a glance, and can be collapsed down to icons if you want more screen space.

At the bottom of the sidebar you'll find a gear icon for Settings (currency, theme, chart style, News/AI provider setup) and a small status dot showing whether the market is currently open, in pre-market, after-hours, or closed.

Filling in details later

Skipped something during signup, or want to update your address or investor profile? Head to Account → Profile Details and click Complete Profile (or Edit Profile Details) — it reopens the same step-by-step flow so you can fill in or change whatever you left out.

Next up

Dashboard
A tour of the landing page and what each number means.
Read guide →
Portfolio
Add your first holding, manually or from a CSV.
Read guide →
Account & Settings
Currency, theme, passcode, and provider setup.
Read guide →