Frequently Asked Questions
Answers to the questions we hear most often about how Eriswell works, what it costs, and what you should know before creating an account.
Getting started
The basics of what Eriswell is and who it's built for.
What does Eriswell actually do?
Eriswell monitors market and portfolio data on an ongoing basis and surfaces risk signals in plain language, so you can review your positions without having to track every data point yourself. It is designed to support decision-making, not replace it.
Who is Eriswell designed for?
Eriswell is built for people who want a structured, passive approach to monitoring investments alongside other commitments — rather than full-time traders looking for execution signals or guaranteed returns.
Do I need investing experience to use the platform?
No prior experience is required to create an account and explore the dashboard. That said, Eriswell works best as a supplement to your own research and judgment, not as a substitute for understanding what you're invested in.
How long does it take to set up an account?
Account creation is a short, self-serve process. Once your account is active, you can begin connecting data sources and configuring how you want information presented.
Pricing and account details
What's included, how billing works, and how to make changes.
Is there a free trial or free tier?
Account options and any trial terms are presented during sign-up and may change over time. Review the details shown on the account creation screen before confirming, as specific pricing is not fixed content on this page.
Can I cancel or downgrade at any time?
Yes. Account settings include options to adjust or cancel your plan. Changes typically take effect at the end of the current billing cycle, consistent with the terms you agreed to at sign-up.
What happens to my data if I close my account?
Our general approach is outlined in the Privacy Policy. If you close your account, you can review that document for how data is handled going forward, and contact support if you have specific requests.
Understanding the limits
Honest context on what automated monitoring can and cannot guarantee.
Does Eriswell guarantee profits or prevent losses?
No. Eriswell provides monitoring and risk-awareness tools, not investment advice or guarantees. All investing carries risk, including the risk of loss, and past patterns do not guarantee future outcomes.
How current is the information shown on the dashboard?
Data is refreshed on an ongoing basis, but there can be delays depending on data sources and connection settings. The dashboard is intended to support review, not to serve as a real-time execution feed.
What should I do if a risk alert seems incorrect?
Treat alerts as a starting point for your own review rather than a final verdict. If something looks off, check your connected account details and settings first, and reach out to support if the issue persists.
Getting help
What to do if your question isn't covered here.
What if I have a question that isn't answered here?
Check the About and Features pages for more context on how Eriswell is structured. For anything account-specific, use the contact options provided within your account settings.
Is my information kept confidential?
Handling of personal and account information is described in our Privacy Policy, which outlines what is collected and how it is used. We recommend reviewing that page for full details.