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How do I add my crypto holdings?
You can manually add holdings from the Holdings page, import a CSV from your exchange, or connect a wallet address for automatic balance tracking.
How do prices update?
Crypto prices are fetched from CoinGecko, Kraken, Binance, and Coinbase. Stock prices use Yahoo Finance. You can trigger a manual refresh from the Dashboard. Premium users get priority refresh.
How do I upgrade or cancel my subscription?
Go to Settings → Billing to upgrade. To cancel, click "Manage Subscription" to open the Stripe customer portal, where you can cancel with one click. Your access continues until the end of your billing period.
Can I export my data?
Yes. Go to Settings → Export & Backup to download all your data as JSON or CSV. Premium users have access to all export formats.
How do I delete my account?
Go to Settings → Delete Account. This permanently removes all your data. If you have an active subscription, cancel it first via the Billing section.
Clark Asset Holdings Ltd, trading as Wealth Traka (company no. 10371490, registered in England and Wales; registered office: 1 Market Street, Haverfordwest, SA61 1NF)