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Frequently Asked Questions
Tap the "+" button on the Holdings tab, then search for any stock or crypto ticker — you can search in English (AAPL, TSLA) or Chinese (比亚迪, 腾讯, 茅台). Enter your quantity and cost basis. Pro subscribers can also use "Screenshot Import" to batch-add holdings from brokerage app screenshots using AI-powered OCR.
Absolutely. All your portfolio data is stored locally on your device using Apple's SwiftData framework. We never upload your holdings, transactions, or account information to any server. The only network requests FolioX makes are to fetch market prices (using only ticker symbols, never your personal data).
With FolioX Pro, your portfolio data and notification schedules sync securely through your personal iCloud account using Apple's CloudKit framework. This means your data goes directly between your devices through Apple's encrypted infrastructure — we never see or store it.
US stock and cryptocurrency quotes are available in real-time. Quotes for other markets (China A-shares, Hong Kong, Japan, UK, Europe) may be delayed by 15-20 minutes due to exchange data licensing requirements. All market data is provided for informational purposes only.
Record cash dividends manually or auto-sync historical dividends from Yahoo Finance with one tap. FolioX tracks yield on cost, trailing 12-month income, and shows monthly income in an interactive bar chart. DRIP (reinvestment) transactions are paired automatically. Dividend tracking is a Pro feature.
Yes! Free users can set one daily reminder at any time. Pro users can create multiple reminders — one for each market close (US, A-shares, HK, JP, UK, or a crypto check-in) with preset times. All reminders are local (no push server needed) and sync across devices via iCloud for Pro users.
FolioX Pro subscriptions are managed through Apple. Go to Settings > Apple ID > Subscriptions on your iPhone to manage or cancel. You'll retain Pro features until the end of your current billing period.
FolioX supports US stocks (NYSE, NASDAQ), Chinese A-shares (SSE, SZSE), Hong Kong stocks (HKEX), Japanese stocks (TSE), UK stocks (LSE), European markets, and major cryptocurrencies. You can also track ETFs, bonds, mutual funds, options, and futures. Chinese mutual funds are supported via Tiantian Fund with real-time NAV.