Help · FAQ
Questions and answers
Short answers about advice, brokers, the AI, the trial, Mac and Windows, and what happens to your data.
Does Trading Desk tell me what to buy or sell?
No. It is decision support, not investment advice. It shows your data, checks it against limits you set and reports what the sources say; the choices are yours. The brief is checked by code for phrases such as "you should buy", and Ask the desk is built to decline a question that asks what to buy or sell.
Does it connect to my broker?
No. It never connects to a broker or exchange account and never places an order. You enter your holdings yourself or import them from a CSV.
Do I need an AI subscription?
Only for the AI features: the morning brief, quick takes, research, thesis drafts and Ask the desk. They run on your own Claude or ChatGPT account (setting it up). Prices, rules, charts, screens and alerts don't need one.
Mac or Windows?
Both. The Mac version is a notarized download for Apple silicon (macOS 14 or later); the Windows version comes from the Microsoft Store for Windows 10 or 11. One key works on both.
What happens when the trial ends?
The desk becomes read-only until you add a key. Nothing is deleted, and you can still read everything and export your records (details).
Is my data sent anywhere?
Your records stay on your computer. See where your data lives and the privacy page.
Are the chart readings predictions?
No. Wave counts, Fibonacci levels, DCA zones, screens and event studies are mechanical readings of past prices, and the app labels them that way.
Can I get a refund?
Yes, within 30 days if the app doesn't do what the product page says, and EU customers can also withdraw within 14 days. See the terms, or write to futureinvoked@proton.me.