Help Center

How can we help?

Guides and walkthroughs for every part of soritch — plus a place to ask questions and talk to other users, coming soon.

Getting started
Creating your account, unlocking the app, and a tour of the sidebar.
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Dashboard
What each number, chart, and card on the landing page means.
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Portfolio
Adding holdings by hand or CSV, sorting, filtering, and the detail drawer.
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Watchlist
Building lists, adding symbols, and promoting a watch to a holding.
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News
The three feeds, and connecting a NewsAPI key to enable them.
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Analytics
Running a score, reading the write-up and forecast, and the AI chat.
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Investment School
Working through lessons, quizzes, and tracking your progress.
Read guide →
Account & Settings
Profile, passcode, preferences, and provider setup.
Read guide →

Still have a question?

We're setting up a community forum for questions, feature requests, and discussion — it'll live here once it's ready.

In the meantime, reach us directly at [email protected].

Early access

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