How to get help, or report a security issue.

Getting started

Create an account with an email address or with Google. There is no waiting list and no invitation code, the free plan gives you the whole valuation engine immediately, and you only pay when you want your work stored, shared or watched.

Billing questions

• Payments are processed by Paddle, which is the merchant of record and appears on your statement and invoice.
• Cancel any time from Account → Manage billing. Access continues to the end of the period you have already paid for.
• Refunds are covered by our refund policy: see the Refunds page.
• An upgrade takes effect as soon as the payment confirms; if the terminal still shows the old plan, reload once.

Common issues

• A company will not load: check the ticker against the SEC’s own index. Companies without EDGAR XBRL filings, and most foreign private issuers, cannot be loaded automatically.
• A figure looks wrong: compare it to the filing first. Restatements and late filings are the usual explanation, and the terminal shows which figures came from a filing.
• The session ended: sessions expire after a period of inactivity by design. Signing in again is the fix.

Reporting a security issue

Security reports are welcome and taken seriously. Email support@valuatio.co with the details and steps to reproduce; a machine-readable policy is published at /.well-known/security.txt. Please do not test against other people’s accounts or attempt to degrade the service for others.

What is not supported

• Investment advice or a view on any specific security
• Real-time market data: quotes are delayed
• Guarantees of accuracy: figures derive from third-party filings and public market data

Contact

support@valuatio.co, for billing, questions, corrections and security reports. Email is the only route in, and it is answered.