Help Center

Find answers to common questions about SwingFolio

Disclaimer: SwingFolio is an educational tool and does not provide financial, investment, tax, or legal advice. Always consult qualified professionals before making financial decisions.

Getting Started

Portfolios

Trades

Strategies

Trade Ideas

Analytics & Reports

Alerts & Watchlist

AI Features

Import & Export

Notifications

Account Management

Troubleshooting

Legal & Disclaimers

Still need help?

Can't find what you're looking for? Our support team is here to help.

Help Center

Getting Started

What is SwingFolio?

How do I create an account?

How do I set up my first portfolio?

What settings should I configure?

Portfolios

How do I create a new portfolio?

How do I import holdings from my broker?

How do I add cash transactions?

How are dividends tracked?

Can I have multiple portfolios?

Trades

How do I log a new trade?

What is the difference between open and closed trades?

How do I close a trade?

How is P&L (Profit & Loss) calculated?

What is R-Multiple and why does it matter?

How do I add notes to my trades?

What are trade snapshots?

Strategies

What are trading strategies in SwingFolio?

How do I create a new strategy?

How do I use strategy templates?

How do I link trades to a strategy?

Trade Ideas

What are trade ideas?

How do I create a trade idea?

How do I convert a trade idea to an actual trade?

Analytics & Reports

What analytics are available?

How do I view my P&L report?

How do I generate a tax report?

What is the 50% CGT discount for Australian users?

Alerts & Watchlist

How do I set up price alerts?

How are alerts delivered?

How do I manage my alerts?

How do I add symbols to my favorites?

AI Features

What AI features are available?

How does the AI Coach work?

Is my data sent to AI providers?

Are AI insights financial advice?

Import & Export

What file formats can I import?

How do I import trades from my broker?

How does AI screenshot extraction work?

How do I export my data?

Notifications

What notifications will I receive?

How do I manage notification settings?

Account Management

How do I change my password?

How do I update my email address?

How do I manage my subscription?

How do I delete my account?

Troubleshooting

Why can't I see my trades?

Why is my P&L showing incorrectly?

Why are prices not updating?

I found a bug. How do I report it?

Legal & Disclaimers

Is SwingFolio a financial advisor?

How is my data protected?

Where can I find the Terms of Use?

Where can I find the Privacy Policy?

How do I contact support?

Still need help?