How can we help?

Download Panoramica, tap "Sign Up", and enter your email address. You can also sign in with Apple for a faster setup. After verifying your email, you'll be guided through a short onboarding to set your base currency and add your first asset.

Panoramica supports 8 asset classes: equities (stocks & ETFs), cryptocurrency, cash & savings, precious metals, funds, real estate, fixed income (bonds & term deposits), and other assets. Each class has specialised fields — for example, metals track weight in ounces and real estate tracks property addresses.

Yes. Panoramica supports 30+ currencies. Set your base currency during onboarding, then add assets in any supported currency. Exchange rates are updated automatically so your portfolio total is always shown in your base currency.

Yes. Panoramica is offline-first — your portfolio loads instantly from a local database on your device. Changes sync to the cloud in the background when you have a connection, so the app works reliably even without internet access.

From the Dashboard or Holdings tab, tap the "+" button. Select the asset class, search for or enter the asset details, and fill in the quantity and cost basis. For equities and crypto, you can search by ticker symbol to auto-fill details and enable live pricing.

Equities, crypto, and precious metals have live pricing that updates automatically. Cash, real estate, fixed income, and other assets use manual pricing — you update the value whenever it changes. Each asset shows a staleness indicator so you always know how fresh the price is.

Yes. You can create multiple portfolios from Settings to organise your investments however you prefer — for example, separating a retirement fund from a personal trading portfolio. Switch between portfolios at any time.

Open the asset from your Holdings tab, then tap the edit button. Scroll to the bottom and tap "Delete Asset". This action is permanent and will also remove the associated price history.

The free tier includes up to 5 assets, 1 portfolio, full dashboard analytics, allocation breakdown, and manual price updates. It's a fully functional portfolio tracker with no time limit.

Pro adds unlimited assets and portfolios, live pricing for equities, crypto, and metals, a portfolio health score with a written risk story, scenario modelling, rebalancing suggestions, PDF export, and target allocation tracking.

Open the app, go to Settings, and tap "Restore Purchases". This will check your Apple ID for any existing subscription and re-activate Pro if you have one. This is useful if you reinstalled the app or switched devices.

Subscriptions are managed through your Apple ID. Open your iPhone Settings, tap your name at the top, then Subscriptions, find Panoramica, and tap "Cancel Subscription". You'll continue to have Pro access until the end of your current billing period.

Your portfolio data is stored locally on your device and synced to our secure cloud infrastructure. All data in transit is encrypted via TLS, and per-user access controls ensure only you can access your data.

No. We never sell, rent, or share your personal or portfolio data with third parties for marketing or any other purpose. Your financial data is yours alone.

Yes. CSV export is free for everyone — open Settings and tap Export CSV to get a full record of your holdings, values, and allocation for a spreadsheet or your financial adviser. Formatted PDF export is a Pro feature.

Contact us at support@panoramica.app and we will delete your account and all associated data from our servers within 30 days. Local data on your device is removed when you uninstall the app.

First, check that you have an active internet connection. For live-priced assets (equities, crypto, metals), try pulling down to refresh on the Holdings tab. If prices still appear stale, check the staleness indicator on the asset — some data providers have brief delays during market hours.

Ensure you are signed into the same account on both devices and that both have an internet connection. Panoramica syncs in the background — give it a moment after opening the app. If the issue persists, try signing out and back in on the affected device.

Try force-closing and reopening the app. If the issue continues, make sure you are running the latest version. If the problem persists, please contact us with a description of what happened — include your device model and iOS version so we can investigate.