Help Center
Everything you need to know about using Clione effectively
How can we help you today?
Quick Start Guide
1. Create Account
Sign up and verify your email address
2. Add Portfolio
Create your first investment portfolio
3. Import Data
Connect your brokerage accounts
4. Start Analyzing
Use our tools to optimize your portfolio
Get Support
Help by Feature
Dashboard
Overview of your portfolios and performance
Portfolios
Create and manage your investment portfolios
Market Data
Real-time market information and analysis
Import Data
Connect your brokerage accounts
Account Settings
Manage your profile and preferences
Billing & Plans
Subscription plans and payment information
Frequently Asked Questions
How do I create my first portfolio?
Navigate to the Portfolios page and click "Create Portfolio". Follow the step-by-step guide to set up your portfolio name, investment strategy, and add your first assets. You can start with manual entry or connect your brokerage account.
How do I connect my brokerage account?
Go to "Import Investments" from your dashboard. Select your broker from our supported list and follow the secure authentication process. We use bank-level encryption and never store your credentials.
What's the difference between free and premium plans?
Our free plan includes basic portfolio tracking and market data. Premium plans offer advanced analytics, portfolio optimization, backtesting, and priority support. Check our pricing page for detailed feature comparisons.
Is my financial data secure?
Absolutely. We use bank-level 256-bit encryption, secure connections (HTTPS), and strict privacy policies. Your brokerage credentials are never stored, and all data is encrypted both in transit and at rest.
Can I use Clione on mobile devices?
Yes! Clione is fully responsive and works great on smartphones and tablets. You can access all features from any device with a modern web browser. Mobile apps are planned for future releases.
How do I cancel my subscription?
You can manage your subscription in your Account Settings. Go to the Billing section to view your current plan and cancel anytime. You'll continue to have access until the end of your billing period.
Additional Resources
Getting Started Guide
Complete step-by-step guide to set up your account and start using Clione effectively.
Coming soon
Video Tutorials
Watch short videos demonstrating key features and best practices for portfolio management.
Coming soon
Financial Glossary
Learn about financial terms and concepts used throughout the platform.
Coming soon