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Frequently Asked Questions

What is FIFO tracking?

FIFO (First In, First Out) means when you sell shares, the oldest shares are sold first. SmartFolio automatically tracks this for accurate cost basis calculations.

How do I add a stock?

Tap the + button, search for your stock by ticker or name, enter your purchase details (date, shares, price), and save.

Where does stock price data come from?

We use Finnhub and Yahoo Finance for real-time and historical stock quotes.

How do I record a stock split?

Go to the stock's detail page, tap the menu, and select "Record Split". Enter the split ratio (e.g., 4:1).

How do I track dividends?

Dividends are tracked automatically when you enable dividend tracking for a stock. You can also manually add dividend payments.

Is my data backed up?

Data is stored locally on your device. We recommend using iOS backup or manually exporting your data regularly.

Can I export my data for taxes?

Yes! Go to Settings > Export Data to generate a CSV file with all your transactions, cost basis, and gains/losses.

Still Have Questions?

We typically respond within 24-48 hours.

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