Documentation
A concise guide to the capabilities currently supported by the private beta.
Importing statements
Upload CSV, HTM, or HTML statements from the authenticated Upload Statement page. XLS and XLSX files are rejected. Keep the browser open long enough to see initial status; durable backend processing continues and recovers after a restart.
Accounts and analytics
HTML statements use their platform and account number identity. Generic CSV imports without trustworthy account metadata are isolated unless an owned account is explicitly selected. Always compare important metrics with the broker source.
Privacy controls
Settings provides a JSON data export and password-confirmed account deletion. Raw statements expire after the configured retention period, 30 days by default; parsed analytics remain until account deletion.
Sessions
Refresh sessions use an HttpOnly cookie, while access tokens are kept in memory only. After a reload, the app restores an eligible session through the cookie-backed refresh flow. Neither refresh tokens nor access tokens are stored in localStorage. Sign out on shared devices.