Contact support
Email support@portfolio.fit for help with PortfolioFit. Use a clear subject such as “Sign-in issue”, “MCP connection”, “Analysis question”, “Billing”, “Privacy request”, or “Security report”.
Include the email address on your PortfolioFit account, the approximate time of the issue, what you expected, and what happened. For agent issues, include the capability name, status or error code, and client name when available.
Never email your password, access token, refresh token, API key, payment-card details, or private key. Remove confidential holdings and personal data from screenshots unless they are necessary to investigate the issue.
Account and sign-in help
For a forgotten password, use Reset password. If Google sign-in returns to the wrong account, sign out of Google or choose another Google account and retry. For a locked, duplicated, or incorrectly linked account, contact support from the account email address when possible.
MCP and plugin connections
Confirm that the PortfolioFit plugin or MCP server is enabled in your agent client and that authorization has
completed for the requested scope. If a client continues to show “Authenticate”, disconnect the PortfolioFit
integration, restart the client, reconnect https://portfolio.fit/mcp, and retry.
See the MCP documentation for client-specific setup, permissions, data use, and example requests.
A quota_exceeded response is not a mandate verdict. Wait until the monthly reset time returned in the
response, then retry with the same idempotency key when the response says it is reusable.
Analysis and result questions
Before reporting an incorrect result, check the normalized holdings, total weight, composition scope, mandate text, rule thresholds, source warnings, and evidence citations shown by the client. Include the smallest example that reproduces the issue and state whether the source represented a complete or partial portfolio.
PortfolioFit output can require human review and is not investment, legal, tax, or regulatory advice. Do not delay a required compliance or investment decision while waiting for support.
Plans and billing
Sign in to PortfolioFit and use the billing page to review current website plan options. For an unrecognized charge, duplicate subscription, checkout failure, cancellation, or invoice question, contact support with the Stripe receipt or checkout-session identifier. Do not send card details.
Privacy and data requests
To request access, correction, export, restriction, objection, or account-level deletion, email support with the subject “Privacy request”. We will verify that the request comes from the account owner. The Privacy Policy explains data categories, service providers, retention, and available controls.
Security reports
Report suspected vulnerabilities or unauthorized access privately to support@portfolio.fit with the subject “Security report”. Include steps to reproduce and potential impact, but do not access other users' data, disrupt the service, or publicly disclose an unresolved issue.