Frequently Asked Questions

Wavecraft brings together investment holdings from multiple exchanges, brokers, and providers into a single dashboard. Instead of logging into several platforms to check balances and performance, you get one consolidated view with AI-assisted summaries that highlight changes, patterns, and concentrations across your accounts.

No. Wavecraft is a data analysis and reporting tool. It helps you see and understand your holdings more clearly, but it does not provide regulated financial advice, recommend specific trades, or manage money on your behalf. Decisions about buying, selling, or holding investments remain entirely yours.

Wavecraft is designed to work with a range of brokerage accounts, exchange-traded holdings, and provider statements, allowing families and individuals to bring scattered portfolios into one place. The specific list of supported connections may vary, so we recommend checking directly within the dashboard or reaching out via our contact page if you have a particular provider in mind.

Once your holdings are connected, Wavecraft processes the underlying data to surface trends, allocation breakdowns, and notable movements in plain language. The aim is to reduce the time spent manually reconciling spreadsheets and statements, giving you a clearer starting point for your own review rather than a final answer.

Protecting account data is a core part of how Wavecraft is built. While we don't publish technical specifics here, our approach follows general good practice for handling sensitive financial information. For details on how data is collected, stored, and used, please see our Privacy Policy.

Wavecraft is designed with families in mind, making it easier to view holdings that span different people and accounts within a household. Exact arrangements for shared or multi-user access depend on your plan, so it's worth confirming current options when you set up your account.

The goal of Wavecraft is to minimise manual upkeep by pulling information directly from connected accounts and providers where possible. Some data, particularly for less common or offline holdings, may still require manual entry to keep your overview complete and accurate.

The dashboard is built to support clear reporting, including summaries you can refer back to or share as needed. If you have a specific export format in mind for your own record-keeping, let us know through the contact page and we can advise on what's currently available.

Providers occasionally update their platforms, which can sometimes affect how data is retrieved. Wavecraft aims to maintain connections as smoothly as possible, and if an interruption occurs, it's usually addressed as part of ongoing maintenance. If you notice a connection issue, flagging it to us helps speed up a resolution.

Details on trial access or getting started are best confirmed directly through the dashboard sign-up flow or by reaching out via our contact page, since availability can depend on your region or current plan options.

Wavecraft is built for individuals and families who hold investments across several exchanges, brokers, or account types and want a clearer, consolidated picture without constantly switching between platforms. If your holdings are already concentrated in a single account, you may find the benefit less pronounced.

If your question isn't covered here, the best next step is to visit our contact page. You can also review our Terms of Service and Privacy Policy for more detail on how the service operates and how your information is handled.