1. Start with the demo
Explore Overview, Assets, Strategies and Insights with the read-only demo. Demo data never enters your real ledger and does not represent investment results.
2. Create your ledger
Switch to your real portfolio and add accounts, securities, funds or physical assets under Assets. Enter currency and current value; leave unknown costs unknown. Record liabilities separately and update valuations regularly.
3. Choose a strategy
Read each model’s explanation, parameters and data requirements. The free tier allows up to five enabled models at once; additional slots and some features require Pro. Switching models does not change holdings. Supply suitable historical data when a model reports insufficient data.
4. Compare and save plans
Review deviations and calculations in Insights, compare alternatives and save a plan. Stratica does not place orders. Record actual changes yourself after you have independently completed a transaction.
5. Scan cards and use sync
Allow camera access when scanning. Review and add masks over sensitive details before saving. Only confirmed, redacted card images are retained. Enable optional iCloud sync in settings with the required Pro entitlement and your own iCloud account. Check versions before resolving conflicts. Widgets and reminders are optional; notifications require permission.
6. Export and delete
In settings, export original data as JSON or delete local data, regardless of paid tier. Back up before deletion. Turning off sync or deleting local data does not delete iCloud copies. Manage those in system iCloud storage, and separately remove exported files and backups as needed.