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常见问题 (FAQ)
Our Mission
Help improve financial literacy globally through the use of interactive online courses and applications that allow users to apply their knowledge with real world data.
Online Courses and Applications
A single subscription provides you access to all courses available on the platform. Once subscribed, you can explore any course, complete lessons, and access resources like quizzes, case studies, and interactive tools.
Quizzes are designed to test your understanding and retention of key concepts. They include various question formats, such as:
- Multiple choice
- True/false
- Short answer
Matching (mix-and-match sections)
Quizzes also provide feedback for correct and incorrect answers to enhance learning.
- Case Studies: Real-world scenarios that require you to apply learned concepts to analyze or solve a situation.
- Assignments: Structured tasks designed to reinforce lessons, such as creating a budget, developing a portfolio, or completing a financial model.
Case studies emphasize critical thinking, while assignments focus on practical application.
- Key Learning Objectives: Highlight what you will learn in a lesson and how it applies to real-world scenarios.
要点: Summarize the most important concepts covered, providing actionable insights and reinforcing the lesson’s main points.
Interactive calculators are tools embedded in the courses that allow you to:
- Perform financial calculations, such as budgeting, loan amortization, and investment returns.
- Experiment with different variables to understand their impact.
- Save or download results for future reference.
These calculators are designed to help you apply concepts directly to real-life scenarios.
Midterms are comprehensive assessments included midway through a course. They:
- Test your understanding of multiple lessons.
- Include a variety of question formats.
- Help identify areas for improvement before proceeding with the course.
- 抽认卡: Digital cards with a term or concept on one side and the definition or explanation on the other, helping you memorize key ideas.
Mix-and-Match Sections: Interactive activities where you pair terms with their definitions or related concepts, reinforcing knowledge in an engaging way.
The chatbot is a virtual assistant that:
- Answers questions related to course material.
- Provides feedback on assignments and quizzes.
Offers personalized guidance based on your progress.
It’s available 24/7 to support your learning journey.
Courses are designed with a layered approach:
- Learning Objectives: Clearly define the purpose of each lesson.
- Lessons: Provide detailed explanations, examples, and activities.
- Quizzes & Assignments: Test and reinforce understanding.
- 要点: Summarize and review major concepts.
- Interactive Tools: Enable hands-on learning to apply concepts.
This structure ensures that learners retain and apply knowledge effectively.
The courses are integrated with the custom apps to provide a seamless learning experience:
- Lessons demonstrate how to use app features for real-world scenarios.
- Case studies and assignments often involve tasks that can be completed using the apps.
- The apps provide additional hands-on practice and analysis tools that reinforce the course material.
The app is designed to help users analyze over 75,000 stocks and ETFs across 68 global exchanges. It enables users to evaluate real-time and historical data, build and monitor portfolios, and make informed investment decisions.
What exchanges: AMEX (NYSE American), AMS (Euronext Amsterdam), AQS (Aquis Exchange), ASX (Australian Securities Exchange), ATH (Athens Stock Exchange), BER (Börse Berlin), BME (Bolsa de Madrid), BRU (Euronext Brussels), BSE (Bombay Stock Exchange), BUD (Budapest Stock Exchange), BUE (Buenos Aires Stock Exchange), CAI (Egyptian Exchange), CBOE (Chicago Board Options Exchange), CNQ (Canadian Securities Exchange), CPH (Nasdaq Copenhagen), DFM (Dubai Financial Market), DOH (Qatar Stock Exchange), DUS (Börse Düsseldorf), DXE (Deutsche Börse Xetra), ETF (Exchange-Traded Funds), EURONEXT (Euronext), HAM (Börse Hamburg), HEL (Nasdaq Helsinki), HKSE (Hong Kong Stock Exchange), ICE (Intercontinental Exchange), IOB (International Order Book), IST (Borsa Istanbul), JKT (Indonesia Stock Exchange), JNB (Johannesburg Stock Exchange), JPX (Japan Exchange Group), KLS (Bursa Malaysia), KOE (Korea Exchange), KSC (Kuwait Stock Exchange), KUW (Boursa Kuwait), LSE (London Stock Exichange), MCX (Moscow Exchange), MEX (Mexican Stock Exchange), MIL (Borsa Italiana), MUN (Börse München), NASDAQ (Nasdaq Stock Market), NEO (Neo Exchange), NSE (National Stock Exchange of India), NYSE (New York Stock Exchange), NZE (New Zealand Stock Exchange), OSL (Oslo Stock Exchange), OTC (Over-the-Counter), PNK (Pink Sheets), PRA (Prague Stock Exchange), RIS (Riga Stock Exchange), SAO (Brazil Stock Exchange), SAU (Saudi Stock Exchange), SES (Singapore Exchange), SET (Stock Exchange of Thailand), SGO (Santiago Stock Exchange), SHH (Shanghai Stock Exchange), SHZ (Shenzhen Stock Exchange), SIX (SIX Swiss Exchange), STO (Nasdaq Stockholm), STU (Börse Stuttgart), TAI (Taiwan Stock Exchange), TLV (Tel Aviv Stock Exchange), TSX (Toronto Stock Exchange), TSXV (TSX Venture Exchange), TWO (Taiwan OTC Exchange), VIE (Vienna Stock Exchange), VSE (Vienna Stock Exchange), WSE (Warsaw Stock Exchange), XETRA (Deutsche Börse Xetra).
No, this app is strictly for analysis. It is not a brokerage platform and does not support buying or selling stocks or ETFs.
The app provides a wide range of data, including:
- Real-Time Price Data: Up-to-date market prices for stocks and ETFs.
- Historical Financial Data: Insights into past performance.
- Metrics: P/E ratios, dividend yields, EPS, and other key financial indicators.
Market Trends: Price movements and stock comparisons.
Yes, the app includes detailed historical data to help users analyze trends and assess stock performance over time.
We work diligently to source and maintain accurate data. However, users are advised to independently verify critical financial information before making decisions.
Yes! The app allows you to:
- Analyze individual stocks and ETFs.
- Create and monitor custom investment portfolios.
- Compare assets to assess performance and risk.
The app empowers users to:
- Understand market dynamics through detailed analysis.
- Track investments and optimize portfolio performance.
- Identify potential opportunities using real-time and historical data.
This app caters to both.
- Professional Investors: Use advanced analytics to fine-tune strategies.
Everyday People: Learn and manage investments with user-friendly tools and resources.
The app is designed to simplify and automate the process of analyzing stock and ETF price movements. It provides tools and insights to help users make informed trading and investment decisions based on technical patterns and strategies.
The app works with over 75,000 stocks and ETFs across 68 global exchanges, offering comprehensive coverage for users worldwide.
- Graph Analysis: Analyze price charts with intuitive visual tools.
- Candlestick Scanner: Identify patterns like doji, engulfing, and hammers to spot trends.
- Save Conditions: Store your favorite analysis settings for quick future use.
Informational Directory: Access detailed explanations of indicators and strategies.
Yes, users can tailor parameters like timeframes, indicator settings, and patterns to match their trading strategies. Saved conditions allow you to reuse your preferred setups effortlessly.
The Candlestick Scanner identifies common and advanced candlestick patterns (e.g., bullish engulfing, shooting star) across charts. These patterns can signal potential market reversals or continuations, helping users make timely decisions.
The Strategy Scanner allows users to:
- Test predefined strategies (e.g., moving average crossovers) and various other ones, get notified on screen when they occur
- Time-Saving: Automates technical analysis tasks.
- Enhanced Insights: Identifies patterns and strategies users might miss manually.
- Better Decision-Making: Provides data-backed analysis to reduce emotional trading.
技能发展: Learn and apply advanced techniques with the help of the informational directory.
The app is suitable for:
- Traders and Investors: Seeking advanced tools for technical analysis.
Beginners: Learning technical analysis through automated insights and a user-friendly interface.
Yes, the app supports multiple timeframes, making it ideal for short-term traders, swing traders, and long-term investors.
Absolutely. The informational directory explains indicators, patterns, and strategies in detail, helping users learn while analyzing.
Yes, the app includes real-time data for charts and analysis, ensuring accuracy and up-to-date insights. The lowest timeframe is 1 minute candles.
The app is designed to help users manage their finances effectively by tracking expenses, budgeting, and setting financial goals. It provides tools to gain control of your financial health and make informed decisions.
You can track transactions using three methods:
- Manual Input: Enter transactions directly in the app.
- Bulk Upload: Import multiple transactions at once using a CSV file.
Bank Syncing via Plaid API: Connect your bank account for automatic transaction updates.
Plaid API securely connects your bank account to the app, allowing real-time import and categorization of transactions. It ensures convenience and accuracy while maintaining high security standards.
No, connecting your bank account is optional.
- Without a Bank Connection: You can manually input or upload transactions via CSV.
With a Bank Connection: Enjoy automatic syncing of transactions and real-time updates, saving time and reducing manual work.
- Transaction Tracking: Manage expenses and categorize spending.
- Budget Planner: Create and monitor monthly budgets.
- Goal Setting: Save for specific goals with personalized plans.
- Insights & Reports: View spending trends and financial summaries.
Custom Notifications: Get reminders for bill payments and overspending alerts.
- Gain a clear understanding of your financial situation.
- Simplify budgeting and expense tracking.
- Set and achieve savings goals.
- Receive insights to optimize spending and increase savings.
- Learn essential budgeting skills.
- Track spending on education, housing, and daily expenses.
- Save for tuition, books, or other short-term goals.
- Manage household budgets and recurring expenses.
- Save for long-term goals like a home, vacation, or retirement.
- Track and optimize expenses to free up funds for investments.
The app simplifies financial management by:
- Tracking every expense in one place.
- Categorizing spending to show where your money goes.
- Providing insights into how to adjust spending and increase savings.
Use the Goals Feature to set short- and long-term savings targets:
- Define your goal (e.g., a new car, emergency fund).
- Set a deadline and target amount.
- Track your progress, with the app offering tips to stay on track.
Yes, you can generate detailed reports to analyze:
- Monthly spending.
- Budget adherence.
Savings progress.
Reports can be exported as PDFs or spreadsheets for sharing or further review.
Absolutely. The app uses advanced encryption to protect your data, whether you manually input it or connect your bank account through Plaid. We prioritize your privacy and do not share your data without consent. All data is encrypted at rest and in transit.
Yes! The app is designed to be user-friendly, with tutorials and guidance to help you get started, even if you’re new to budgeting or financial planning.
- Regularly update your transactions to maintain an accurate budget.
- Set realistic financial goals and track them weekly.
- Use insights from the app to adjust spending habits and maximize savings.
The app is designed to help users understand the financial aspects of real estate investing. It provides tools for building financial models, planning renovation projects, and analyzing property investments to make data-driven decisions.
The app allows users to:
- Analyze potential rental income, expenses, and cash flow.
- Evaluate return on investment (ROI), cap rates, and other key metrics.
- Create detailed financial statements to understand the profitability of a property.
Yes, the app includes features to help plan renovation projects, including:
- Estimating costs for upgrades or repairs.
- Analyzing how renovations will impact rental income and property value.
Yes, the app includes USA 和 Canada Real Estate Dashboards with market-specific data and analytics.
- New Investors: Learn the fundamentals of property investing and analyze opportunities confidently.
- Experienced Investors: Streamline analysis for new acquisitions and optimize existing investments.
房主: Plan renovations or evaluate renting options for personal properties.
The app provides templates and calculators to create models that include:
- Purchase price, loan details, and interest rates.
- Rental income, operating expenses, and tax considerations.
- Cash flow projections and long-term profitability assessments.
Yes, you can analyze and compare properties side by side to evaluate which investment aligns best with your financial goals.
The app includes resources and tools to:
- Teach users key real estate investment concepts.
- Provide step-by-step guidance for evaluating and modeling investments.
Absolutely. The app provides a user-friendly interface with tutorials and guides, making it accessible for users at any experience level.
Can the app help with financing decisions?
Our platform features 15+ calculators integrated throughout the courses to support learning and application. These include:
- Budgeting calculators
- Loan amortization calculators
- Investment return calculators
- Compound interest calculators
- Retirement planning calculators
- Real estate ROI calculators
Each calculator is designed to align with the corresponding lessons and help users apply their knowledge.
Each calculator comes with step-by-step instructions:
- Input the required data fields (e.g., income, loan amount, interest rate).
- Adjust variables to explore different scenarios.
- View results and use insights to inform decisions.
- Save results for future
The calculators are interactive, allowing you to experiment with numbers and immediately see the impact of your changes.
Yes! After completing your calculations:
- Save your results within the platform for future reference.
- Download them as a PDF or spreadsheet to share or include in reports.
- Simplifies Complex Calculations: Reduces the time and effort needed for manual calculations.
- Enhances Learning: Reinforces lessons by allowing hands-on experimentation.
- Promotes Financial Planning: Provides real-time insights to make informed decisions.
- Customizable Scenarios: Adjust variables to see how different factors impact outcomes.
User-Friendly: Designed to be intuitive, even for beginners.
The calculators are useful for:
- Students: Practice and apply financial concepts in real-time.
- Adults: Plan budgets, savings, and investments effectively.
Professionals: Use for quick calculations and scenario planning.
有关平台的一般信息
我们的使命是让每个人都能接受金融教育，无论他们身在何处。我们的平台提供了一套互动应用程序和精心设计的在线课程，由最新技术提供支持。我们的目标是为您提供全面的金融知识和实用工具，帮助您做出更明智的决策，引领您走向财务繁荣。
我们的平台旨在满足多样化的用户需求。无论您是对金融世界感兴趣的初学者、寻求更高级分析的经验丰富的投资者，还是介于两者之间，我们的平台都将是宝贵的资源。这些应用程序和课程对于需要深入了解其工作中的金融概念和工具的教育工作者、学生和专业人士也有益。
通过订阅，您将获得对我们所有应用程序和在线课程的完全访问权限。每个应用程序和课程都精心设计，具有用户友好的界面、易于理解的内容、互动功能和实践练习。此外，我们还提供自定进度学习和指导教学相结合的方式，以满足各种学习风格的需求。我们的平台确保提供引人入胜且有效的学习体验。
是的，一点没错！我们的平台可供世界各地的用户访问。只要您可以访问互联网，您就可以随时随地通过智能手机、平板电脑或计算机使用我们的平台。财商教育无国界！
使用我们的平台不需要任何先决条件或资格。我们的资源旨在引导您从金融概念的基础知识一直到最复杂的主题。您所需要的只是好奇心和学习的意愿。我们的交互式应用程序和深入课程将帮助您将知识应用于现实世界的数据，增强您对金融的理解和熟练程度。
这很简单。只需单击我们网站上的“注册”按钮，然后按照说明创建您的免费模拟帐户。演示期让您有机会探索我们的平台并看看它是否适合您。准备好后，您可以升级到按月或按年订阅，并无限制地访问我们的所有应用程序和课程。今天就和我们一起开始您的金融学习之旅吧！
If you’ve forgotten your password, click on “Forgot Password” on the login screen. You’ll receive an email with instructions to reset your password.
Yes, we take data security very seriously. All user data is encrypted both at rest and in transit, and we follow industry best practices for ensuring your financial information is safe.
当然，您可以根据您的兴趣和学习目标单独使用每个应用程序。成为会员后，您可以完全自由地浏览我们所有的应用程序、按照自己的节奏进行试验和磨练您的财务智慧。请随意探索并充分利用我们广泛的工具来获得全面的学习体验。
技术支援
我们随时为您提供帮助！如果您遇到任何技术问题，您可以在我们的论坛上发布您的疑问，我们友好的支持团队或其他成员可以为您提供帮助。或者，如果需要更直接的方法，您可以提交支持票证，我们会立即处理。
为了确保每个人都能从我们的平台中受益，我们使我们的应用程序可以通过移动或桌面上的任何网络浏览器访问。只要确保您有稳定的互联网连接就可以开始了！
如果您忘记密码也不用担心！我们都去过那里。只需前往登录页面并单击“忘记密码/重置密码”。按照提示操作，您将立即返回您的帐户。
出于安全原因，我们一次允许从一台设备进行访问。但好消息是，您可以随时从您喜欢的任何设备登录。无论您是在家里使用笔记本电脑、在办公室使用台式机还是在通勤时使用移动设备，您的金融教育都可以顺利进行！
您的安全是我们的首要任务。我们实施了强大的安全措施，以确保您的数据安全可靠。通过 Plaid 导入的个人财务应用程序的财务数据已完全加密并安全存储。此外，所有支付交易均通过Stripe处理，确保安全可靠的体验。请放心，我们致力于保护您的信息。
You can report bugs or suggest features by clicking the “Feedback” button within the app. You can also attach screenshots and provide detailed descriptions of the issue or suggestion.
First, try restarting the app and checking your internet connection. If the issue persists, please contact our support team by submitting a support ticket which is available through your main menu and dashboard panel, select Support Ticket.
定价、计费和退款
我们的定价显着地显示在我们的主页上。我们努力提供巨大的价值，并将我们的产品分为按月和按年订阅，以适应各种预算和学习计划。查看我们的定价页面了解详细信息！
绝对地！我们知道每个人都喜欢优惠。这就是为什么我们为年度订阅提供比月度订阅折扣的原因。另外，不要错过我们的免费演示期，您可以在投入之前先试水！
为了向您提供无缝且安全的支付体验，我们通过全球认可且值得信赖的支付平台 Stripe 接受付款。
我可以随时更改或取消我的计划吗？
绝对地。我们相信自由和灵活性。如果您的情况发生变化，您可以随时从帐户仪表板取消订阅。请放心，在当前计费周期结束之前，您将保留对所有权益的完全访问权。
我们希望您对我们的平台完全满意。如果您出于任何原因决定取消，我们将在每月订阅的前 7 天内提供全额退款，针对每年订阅的前 14 天内提供全额退款，并扣除所有付款处理费用。过了这些期限，我们将无法退款，但您仍然可以随时取消订阅。
是的，为了您的方便，订阅会在每个计费周期结束时自动续订。但不用担心，您始终可以在帐户设置中完全控制这一点，并且可以随时取消自动续订
Student and Teacher FAQ
Yes, most quizzes can be retried multiple times to help you improve your understanding and score. However, some quizzes, such as exams, may be set to allow only one attempt, depending on your teacher’s settings.
After completing a quiz, you can access a detailed review that includes:
- Your answers and whether they were correct.
- Explanations for correct and incorrect answers.
Suggestions for areas of improvement.
The review feature is available in the 学生门户 under the “Quizzes” section.
Your learning progress is tracked in the 学生门户, which shows:
- Completed lessons, quizzes, and assignments.
- Percentage completion of courses.
Badges or achievements earned.
This allows you to monitor your progress and stay on track with your goals.
The Student Portal is your personal dashboard where you can:
- Access courses and apps.
- Track your progress and achievements.
- Communicate with your teacher and (if enabled) other students.
- View announcements, resources, and certificates.
There are two ways password resets can work — depending on whether your account is linked to your email:
Option 1: Account Not Linked to Email
If your account is not linked to your email, your teacher will reset your password manually.
Ask your teacher to reset your password.
Your teacher will access their teacher dashboard and enter a new password for you.
You can then log in using your updated password.
Option 2: Account Linked to Student Email
If your account is linked to your student email, you can reset it yourself.
Go to the login screen and click “Forgot Password?”
An email will be sent to your registered student email with steps to reset your password.
Follow the instructions in the email to create a new password.
Ask your teacher if you’re unsure whether your account is linked to your email.
Yes, you can send private messages to your teacher through the Student Portal to ask questions, request feedback, or seek clarifications.
No you can not.
The leaderboard ranks students based on points earned for activities such as:
- Completing lessons, quizzes, and assignments.
- Participating in interactive app features.
Engaging with gamified elements like challenges or competitions.
To earn more points, actively participate in lessons, quizzes, and activities.
The chatbot provides real-time assistance by:
- Answering questions about course content.
- Offering personalized feedback on quizzes and assignments.
Guiding you through concepts you find challenging.
Chatbot interactions are tracked to monitor learning engagement and ensure appropriate usage.
Use the chatbot to:
- Clarify doubts about lessons.
- Seek additional explanations or examples.
Misusing the chatbot can result in consequences. Avoid:
- Asking irrelevant or off-topic questions unrelated to personal finance, investing, or course content.
- Using it to cheat on quizzes, assignments, or exams.
- Engaging in inappropriate or disruptive conversations.
The chatbot is monitored, and teachers will be notified of any misuse. Repeated inappropriate usage will lead to:
- Access restrictions to the chatbot.
- Lower grades for violating academic integrity.
- Potential disciplinary actions based on the severity of misuse.
The platform uses measures to prevent and detect cheating, such as:
- Monitoring the time spent on quizzes.
- Comparing answer patterns across students.
Flagging suspicious activity.
Teachers may take action if cheating is detected, including resetting the quiz or issuing warnings.
Yes, you will receive a certificate of completion for each course. You can download it as a PDF and share it on platforms like LinkedIn, your resume, or with potential employers.
By completing courses, you will:
- Acquire practical knowledge in personal finance, investing, and other topics.
- Develop skills you can immediately apply to real-life situations.
- Earn a certificate to showcase your achievements.
- Build confidence in managing and applying financial concepts effectively.
he Teacher Portal is a centralized dashboard where educators can:
- Manage student accounts.
- Monitor student progress.
- Access analytics and reports to track learning outcomes.
Yes, teachers can create student accounts during onboarding. This ensures students have access to the relevant courses and apps in the curriculum.
Our team can also automatically create accounts for students. Please let us know and we will request information to start the process.
If you need to add a student after onboarding:
- Go to the Teacher Portal.
- Select “Add Student” and input their details.
- Assign them to the appropriate group.
Yes, the Teacher Portal provides detailed insights into each student’s progress, including:
- Course completion rates.
- Quiz scores and performance.
- Engagement with interactive tools and apps.
Analytics include:
- Time spent on lessons and activities.
- Quiz and assignment results.
- Leaderboard rankings and participation in gamified activities.
- Progress toward achieving learning objectives.
Yes, demo videos are available to guide teachers on:
- Using the Teacher Portal.
- Navigating specific apps and features.
- Setting up and managing student accounts.
These videos can be accessed in the Teacher Resource section.
Yes, onboarding documents provide step-by-step instructions for:
- Setting up teacher and student accounts.
- Assigning courses and apps.
- Using the platform effectively in a classroom setting.
Yes, the chatbot’s interactions are monitored to ensure appropriate use and track learning engagement. Teachers can review summaries of student questions and responses.
Yes, the Teacher Portal allows private messaging to communicate directly with students about their progress, assignments, or feedback.
The Trading Competition Room is designed to:
- Simulate real-world trading scenarios.
- Allow students to apply concepts in a competitive, gamified environment.
Encourage collaboration and discussion around trading strategies.
To maximize its effectiveness, create structured challenges and review results with students for deeper insights.
To encourage students:
- Assign specific lessons and activities that require app usage.
- Demonstrate how the apps relate to real-world scenarios.
- Use leaderboard rankings and badges to motivate participation.
- Incorporate app usage into assignments, quizzes, or projects for practical application.
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