Frequently Asked Questions

Falkenmarkt Gpt connects to your existing investment, retirement, and cash accounts and consolidates them into a single dashboard. From there, we generate risk exposure summaries, allocation breakdowns, and performance reporting so you can see your full financial position in one place instead of logging into multiple providers.

Falkenmarkt Gpt is built for individuals and families managing long-term investment portfolios who want clearer visibility across multiple accounts and institutions. It works well whether you manage your own investments or review reporting alongside an advisor.

You can link brokerage accounts, retirement accounts, and cash or savings accounts from most major providers. During setup, you'll search for your institution and follow a secure connection flow; any account that supports read-only data access can typically be added.

Account connections use encrypted, read-only access, meaning Falkenmarkt Gpt can view balances and holdings but cannot move funds or make changes on your behalf. Your data is encrypted both in transit and at rest, and access to your account is protected by standard authentication safeguards.

No. Falkenmarkt Gpt is a reporting and analysis tool, not a financial advisory service. We present data, risk metrics, and allocation summaries to help you understand your existing portfolio more clearly, but we do not recommend specific trades, funds, or strategies.

Connected account balances and holdings refresh on a regular schedule throughout each day. If a connection needs re-authentication or an institution experiences a delay on their end, you'll see a notice on the affected account until the sync completes.

Risk metrics are derived from your aggregated holdings data, including asset class weighting, sector concentration, and historical volatility patterns. The methodology is applied consistently across accounts so figures remain comparable over time as your portfolio changes.

Yes. Reporting views can be exported for your own records or for sharing with an accountant, advisor, or family member. Export options depend on your plan level, with more detailed export formats available on higher tiers.

We offer a trial period so you can connect your accounts and explore the reporting tools before committing to a paid plan. No long-term commitment is required, and you can cancel during the trial without charge.

Yes. You can upgrade, downgrade, or cancel your subscription at any time from your account settings. If you cancel, you'll retain access through the end of your current billing period.

Disconnecting an account stops future data syncing for that connection immediately. Historical reporting data already generated will remain available in your dashboard unless you choose to delete it separately.

Our support team is available to help with account connections, reporting questions, or billing issues. You can reach out through the contact options in your account dashboard, and we aim to respond promptly to all enquiries.