FAQs

Instaport is a portfolio intelligence & social finance platform for self-directed investors. It brings your portfolio, company research, market data, AI intelligence, alerts & the Portside investing community into one place.

Free gives you full access to Portside, detailed stock, ETF, fund & crypto research, charts, news, key financial metrics, dividend analysis, analyst estimates & research on top fund managers & politicians.

You can also track up to 10 manual portfolio positions plus 10 watchlist positions. No card is required.

Pro adds connected brokerage & crypto exchange accounts, daily portfolio syncing, advanced AI portfolio intelligence, the AI finance & portfolio agent, Quant, Fair Market Value, company comparisons, options insights, social, market & macro intelligence, alerts & the daily pre-market brief.

Pro also increases your manual portfolio capacity to 50 positions.

No. You can research investments, build a manual portfolio, maintain a watchlist & participate in Portside with Free. Connecting brokerage or crypto exchange accounts is a Pro feature for investors who want their actual portfolio positions updated automatically.

Free includes company financials, charts, news, key metrics, dividend analysis, momentum, analyst estimates & research across stocks, ETFs, funds & crypto. You can also explore publicly reported investments from leading fund managers & politicians.

Quant evaluates a stock across key investment factors. Fair Market Value helps you examine valuation using company fundamentals. Compare places multiple companies side by side so you can evaluate the metrics that matter without jumping between pages. All three are included with Pro.

Pro lets Instaport use the context of your portfolio alongside its research & data. You can ask about a holding, investigate an opportunity, explore portfolio exposure or examine a risk in language that connects the answer to what you actually own.

Alerts help you follow important portfolio & market developments without constantly checking the app. You choose the notifications you want to receive, including relevant price, dividend, earnings, options & portfolio activity. Active investment alerts are included with Pro.

The daily pre-market brief brings together the developments most relevant to your holdings & watchlist before the trading day begins. It is included with Pro.

Yes. Instaport can read supported portfolio information so it can organize & analyze your holdings. It cannot place trades, move money or make changes at your financial institution.

No. You authenticate through your financial institution & its secure connection flow. Instaport does not see or store your brokerage username, password or multi-factor authentication codes.

Instaport supports more than 30 brokerage & crypto exchange connections. Availability can change, so the connection screen shows the current list before you link an account.

Pro connections sync automatically each day. You can review connection status & the timing of the latest update from your portfolio & connection settings.

Yes. You can disconnect through Instaport or revoke access through your financial institution. Instaport will stop receiving new data from that connection.

Portside is Instaport's social finance community. You can share research, discuss investment theses, follow other investors & challenge an idea against evidence. Full participation is included with Free.

Your portfolio is private by default. If you are a verified member & decide to share your performance, Portside members can see only your verified return measured from the first successful sync of your connected account’s positions.

You may separately choose to share your top three positions, shown only by portfolio weight. Sharing performance & sharing positions are both optional. Dollar values, every other position & the identity of your financial institution remain private.

Your verified performance history starts when your connected account first successfully syncs its positions with Instaport. Returns are measured from that starting point.

Performance is calculated using data from your connected, read-only account. Manual holdings are self-reported & are not included in a shared verified return. Verification confirms the source of the record; it is not an endorsement of an investor or investment.

No. A Pro subscription unlocks connected accounts & advanced intelligence. It does not buy credibility, ranking, visibility or authority within Portside.

Free is $0. Pro is $24.99 billed monthly or $239.88 billed annually—the equivalent of $19.99 per month. The annual plan saves 20% & is shown by default on the pricing page.

Open Plan & billing in Settings to review your plan, payment method & invoices. Payments are stored & processed securely by Stripe.

Yes. Pro includes the complete Free experience, including Portside & company research, then adds connected accounts, advanced portfolio intelligence & every premium tool in one subscription.

No. Instaport provides information, research & analytical tools. It does not tell you what to buy or sell, & it does not place trades. You remain responsible for your own investment decisions.

Visit our contact page for account, connection, billing or product support. Please never send brokerage passwords or multi-factor authentication codes.