Frequently asked questions

Stoneferry connects to your existing exchange accounts and consolidates your holdings, trades, and performance history into a single dashboard. Our AI layer analyses the combined data and surfaces patterns, allocation drift, and risk signals so you can make informed decisions without manually cross-referencing multiple platforms.

No. Stoneferry is built for people with limited time rather than limited knowledge. The dashboard presents information in plain language with clear visuals, so whether you check in daily or once a month, you can quickly understand where your portfolio stands.

Stoneferry supports connections to a range of major exchanges and brokerage platforms. During onboarding, you'll be guided through linking each account you want included in your unified view. We recommend starting with your primary account and adding others as needed.

Protecting account data is a core part of how Stoneferry is built. Connections use read-only access wherever supported, meaning Stoneferry can view your data but cannot move funds or place trades on your behalf. We encourage reviewing our privacy policy for full details on how data is handled.

No. Stoneferry provides data analysis, aggregation, and informational insights to help you understand your own portfolio more clearly. Nothing presented in the dashboard or communications constitutes financial, investment, or tax advice, and decisions remain entirely yours to make.

Most people complete the initial setup in one short session: connecting accounts, confirming data sync, and reviewing the first consolidated dashboard. After that, Stoneferry updates automatically in the background, so ongoing use typically takes just a few minutes whenever you check in.

Yes, the dashboard is designed to work smoothly on both desktop and mobile browsers, so you can review your portfolio whether you're at a desk or managing things between other commitments.

You can disconnect any linked account at any time from your settings. Once disconnected, Stoneferry stops pulling new data from that source. Historical data already synced may be retained according to our data retention practices, outlined in our privacy policy.

Plan details and any trial availability are outlined during the sign-up process, where you can review current options before committing. We aim to keep pricing transparent with no hidden conditions.

Stoneferry was designed with busy parents and working professionals in mind — people who hold positions across multiple exchanges but don't have hours to spend reconciling spreadsheets. If that sounds like you, the consolidated view and AI-driven insights are built to save time while keeping you informed.

You can reach our team through the contact page with details of the issue you're experiencing. We aim to respond and help resolve account, connection, or dashboard issues as quickly as possible.