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  1. Atom Finance
  2. General

General

About Atom Finance

  • What is Atom Finance?
  • Which markets and securities does Atom Finance cover?
  • Does Atom Finance offer trading services?
  • How does Atom Finance keep my financial information secure?
  • How are currencies converted?
  • Which open source libraries does Atom use?

My Account

  • How do I update my payment information?
  • How do I cancel my subscription?
  • How do I change my password?
  • I purchased a subscription, but I don't have access to Atom Finance.
  • Why is there a pending charge on my card?
  • How do I unsubscribe from email communications?
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My Portfolio

  • I'm having trouble connecting my Portfolio account through Plaid.
  • My portfolio is showing incomplete or incorrect data.
  • How do I remove a portfolio account?
  • How often is my portfolio refreshed?
  • Why am I unable to connect to Fidelity?
  • What is a manual account (and how do I create one)?
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Other Features

  • What is a Watchlist and how do I edit it?
  • Where can I find Sandbox and how do I create new models?
  • How do I use Screener?
  • How do I export financial data to Excel?