Product support · Basic and Advanced
ShareKeyX Help Center
Search 28 detailed, feature-by-feature and screen-by-screen guides. Product screenshots, safe troubleshooting, billing, privacy and execution boundaries are included.
Keep ShareKeyX up to date
Understand optional and required store updates, automatic compatible updates, and the official Apple and Google auto-update controls.
First launch and onboarding
Set up your experience level, age range, discovery source, and referral attribution before entering ShareKeyX.
Sign-in and account security
Use email, verified mobile OTP, or Sign in with Apple and keep all identities on one account.
Basic and Advanced modes
Understand the research-first Basic workspace and the separately entitled Advanced trading workspace.
Home dashboard
Use the home workspace to reach markets, watchlists, AI reports, indices, and configurable research widgets.
Markets and indices
Search the equity directory, review the six core indices, and open broader index constituents with freshness context.
Company research screen
Read a company snapshot, price context, fundamentals, chart data, and source-aware research fields.
Charts and time ranges
Inspect price history and use chart ranges without confusing historical movement with a forecast.
Watchlists
Create personal research lists and open the canonical company record from each saved instrument.
Generate and read AI reports
Create evidence-aware educational research reports, understand credit use, and distinguish sourced from assessed values.
Ask questions in AI chat
Ask stock-specific questions while keeping answers grounded in the selected company and available evidence.
Mutual fund research and NAVs
Search funds and read the last available day-end NAV with its effective date.
Crypto research
Search crypto markets using platform market data and keep user trading credentials separate.
News and market context
Use news as dated context and verify material claims at the primary source.
Pricing, subscriptions, and credits
Compare Premium and Advanced plans, buy separate credit packs, and restore store purchases.
Profile and customer insights
Review personal details, onboarding answers, research preferences, identity links, and current mode in one signed-in hub.
Notifications and communication preferences
Control eligible push and email preferences and review the in-app notification inbox.
Data export and account deletion
Request an authenticated export, review job status, or start and cancel a deletion request during the cooling-off period.
Referrals and affiliates
Understand referral attribution, program terms, verification, rewards, commission quality controls, and payout status.
Advanced dashboard
Review connected accounts, consolidated status, execution availability, and account selection from the mobile trading workspace.
Connect an equity broker
Choose from the broker directory, follow the broker-specific setup guide, and validate only the required credentials.
Connect Binance
Link a user-owned Binance Spot API key for that user’s portfolio and permitted Spot orders.
Search and prepare an order
Use Equity Stocks or Crypto search, read live context, select the account, and confirm a validated order ticket.
Consolidated and standalone portfolios
Separate Equity and Crypto holdings across all linked accounts or inspect one account at a time.
Orders, timelines, and rate limits
Track acknowledgement and reconciliation states and understand service-wide pressure controls.
Create a secure support ticket
Submit categorized tickets with private, metadata-stripped screenshots and review recent ticket status.
Troubleshoot stale data and purchases
Run safe first checks before raising a ticket for market data, NAV, report, login, or store-purchase issues.
Educational research and risk disclosures
Know what ShareKeyX research can and cannot do before using it alongside independent professional judgment.