Help & Support

Get answers to your questions and learn how to make the most of StockPilot

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Frequently Asked Questions

What is StockPilot?

StockPilot is a comprehensive stock screening platform that helps you discover investment opportunities using proven strategies like CAN SLIM, 10-11-12 Dividend, Magic Formula, and more. We scan all US stocks daily to find the best candidates based on fundamental and technical criteria.

How do the scanners work?

Each scanner uses a specific investment strategy with predefined filters. For example, the CAN SLIM scanner looks for stocks with strong earnings growth, new highs, and institutional support. Simply click "Use Template" on any scanner to see the latest results ranked from best to worst.

What's the difference between Free and Pro plans?

Free Plan ($0/month):

  • 5 scans per day across all scanners
  • Access to all 9 General Scanner templates
  • Basic portfolio tracking
  • Export results to CSV/Excel

Pro Plan ($29.99/month):

  • Unlimited scans
  • All Free features
  • Priority support
  • Advanced portfolio analytics
How often is the stock data updated?

Stock data is refreshed daily at 6 PM EST after market close. This ensures all scanners use the latest prices, volumes, and financial metrics. Real-time intraday data is not currently supported.

Can I export scanner results?

Yes! Both Free and Pro users can export scanner results to CSV or Excel format. Just click the "Export CSV" or "Export Excel" button above any results table. This allows you to analyze data in spreadsheets or import into other tools.

How do I upgrade to Pro?

Click the "Upgrade to Pro" button in the navigation menu or visit the Pricing page. You'll be redirected to a secure Stripe checkout page where you can complete your subscription. Your Pro benefits will be activated immediately after payment.

Is my payment information secure?

Absolutely. We use Stripe for payment processing, which is PCI-DSS Level 1 certified (the highest security standard). We never store your credit card information on our servers. All transactions are encrypted and secure.

Can I cancel my subscription anytime?

Yes, you can cancel your Pro subscription at any time from your account settings. You'll continue to have Pro access until the end of your current billing period, then you'll automatically be downgraded to the Free plan.

Documentation

Getting Started

Learn the basics of using StockPilot scanners and portfolio tracking.

View General Scanner →
Scanner Strategies

Understand the investment strategies behind each scanner template.

View CAN SLIM Scanner →
Portfolio Management

Track your holdings, set price alerts, and monitor performance.

View Portfolio →