Access & login
Can't sign in, didn't get the email, checkout went through but the app says no plan — the access problems and their fixes.
I forgot my password
Click Forgot password? on the sign-in page, enter your email, and follow the link. Full walkthrough: Sign-in & security.
Note the reset page deliberately says "if an account exists for that email" whether or not one does — that's a privacy feature, not a hint that your account is missing.
The reset link says it's invalid or expired
Reset links are single-use and time-limited. Click Request a new link on that same screen and use the newest email — if you requested several, the older links are dead. Check spam before requesting a third.
I didn't get the confirmation email
Check spam, then use Resend email on the "Check your inbox" screen. Still nothing after a few minutes? Ask in Discord — a typo'd address at signup is the usual culprit and we can see whether the account exists.
I paid, but the app says I have no plan
Activation is driven by the payment confirmation reaching our backend, not by the redirect after checkout — so it can lag the "Payment received" screen by a few seconds. Refresh after a minute. If it still hasn't activated, email support@cashflowengine.io: your payment is safe either way, and we'll activate it manually.
Checkout cancelled — was I charged?
No. The "Checkout cancelled" page means no payment was taken and nothing changed on your account. Resume checkout picks up where you left off.
I'm signed in but everything looks empty
Expected on a fresh account: no saved portfolios, no imports. Start at the Strategy Browser and add a few strategies — the Quickstart walks it end to end.
If you had portfolios and they've vanished, check you're signed in with the right email (avatar menu → Account & subscription shows Signed in as). Portfolios live in your account, not in the browser.
My strategies didn't carry over to the Portfolio Builder
Use the Go to Portfolio button in the Strategy Browser after adding strategies, rather than navigating to the Portfolio page from the sidebar — that button carries your selection across.
I want to cancel
Account page → Manage subscription → cancel in the Stripe billing portal. Details: Plan & billing.