> ## Documentation Index
> Fetch the complete documentation index at: https://help.podiummarkets.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Frequently Asked Questions About Podium Markets

> Answers to common questions about Podium Markets: account setup, Ivy AI assistant, brokerage connections, scans, options, billing, and more.

Whether you're just getting started or looking to make the most of every feature, this page answers the questions our users ask most often. Browse by topic or search for a specific term — and if you don't find what you need, reach out to us at [support@podiummarkets.ai](mailto:support@podiummarkets.ai).

## Getting Started

<Accordion title="What is Podium Markets?">
  Podium Markets is an AI-native trading platform designed to help individual traders research, analyze, and act on market opportunities faster. It combines real-time market data, brokerage integrations, and an AI assistant named Ivy into a single, unified workspace — so you spend less time switching tabs and more time making informed decisions.
</Accordion>

<Accordion title="What is Ivy?">
  Ivy is Podium's built-in AI assistant. You can ask Ivy natural-language questions about stocks, options, market trends, your portfolio, and more. Ivy draws on real-time data and your connected accounts to give you context-aware answers, run scans, summarize earnings, and surface trade ideas — all within the platform.
</Accordion>

<Accordion title="How do I create an account?">
  Creating an account takes less than two minutes.

  <Steps>
    <Step title="Visit the platform">
      Go to [app.podiummarkets.ai](https://app.podiummarkets.ai) and click **Get Started**.
    </Step>

    <Step title="Enter your details">
      Provide your name, email address, and a secure password.
    </Step>

    <Step title="Verify your email">
      Check your inbox for a verification email and click the confirmation link.
    </Step>

    <Step title="Complete onboarding">
      Follow the short onboarding flow to connect a brokerage and personalize your experience.
    </Step>
  </Steps>
</Accordion>

<Accordion title="Is there a free trial?">
  Yes. Podium Markets offers a free trial so you can explore the platform before committing to a paid plan. You'll have access to core features — including Ivy, scans, and brokerage connection — during the trial period. No credit card is required to start. Visit [app.podiummarkets.ai](https://app.podiummarkets.ai) to begin your trial.
</Accordion>

## Brokerages

<Accordion title="Which brokerages can I connect?">
  Podium Markets supports a growing list of major U.S. brokerages. For the full and up-to-date list, see the [Supported Brokerages](/brokerages/supported-brokerages) page. If your broker isn't listed yet, you can submit a request and we'll prioritize additions based on demand.
</Accordion>

<Accordion title="Is my brokerage login stored by Podium?">
  No. Podium Markets never stores your brokerage username or password. We connect to your brokerage through a secure OAuth or tokenized integration, which means you authenticate directly with your broker. Podium only receives the data necessary to display your portfolio and execute actions you explicitly authorize.
</Accordion>

<Accordion title="Can I connect more than one brokerage?">
  Yes. You can link multiple brokerage accounts to Podium Markets and view them together in a single unified dashboard. This makes it easy to track your full financial picture without logging in to each broker separately. To add another account, go to **Settings → Accounts** and click **Add Account**.
</Accordion>

<Accordion title="What does &#x22;portfolio sync&#x22; mean?">
  Portfolio sync is the process by which Podium Markets pulls your latest positions, balances, and transaction history from your connected brokerage. Sync happens automatically at regular intervals throughout the trading day.
</Accordion>

## Ivy & Features

<Accordion title="What can I ask Ivy?">
  Ivy is a versatile research and analysis companion. Some things you can ask include:

  * **Stock research** — "What's the short interest on NVDA?" or "Summarize the latest earnings for AAPL."
  * **Options analysis** — "Show me high open-interest calls expiring this week."
  * **Portfolio insights** — "What's my biggest sector concentration?" or "Which of my positions are down more than 10%?"
  * **Scans** — "Find tech stocks with RSI under 30 and positive earnings surprise."
  * **Market context** — "What's moving the market today?" or "Any Fed speakers this week?"

  The more context you give Ivy, the more tailored the response. Try asking follow-up questions to drill deeper into any topic.
</Accordion>

<Accordion title="Is Ivy's analysis financial advice?">
  No. Ivy is an AI tool designed to help you research and analyze markets — it does not provide personalized financial, investment, tax, or legal advice. Always do your own due diligence and consult a licensed financial professional before making investment decisions. Podium Markets is not a registered investment adviser.
</Accordion>

<Accordion title="What scans are available?">
  Podium Markets ships with a library of pre-built scans targeting the most popular trading strategies. The current lineup includes, but is not limited to:

  * **Scalping** — identifies intraday setups with tight spreads and high liquidity for short-duration trades
  * **Gap & Go** — surfaces stocks gapping up or down at the open with volume confirmation, ideal for momentum traders
  * **Mean Reversion** — flags securities that have moved significantly from a statistical baseline and may be poised to revert
  * **Inside Bar Volume Surge** — detects inside-bar candlestick patterns accompanied by a notable spike in volume, signaling potential breakout or breakdown setups

  You can browse and run all available scans from the **Scans** tab in the main navigation. You can also ask Ivy to run any scan in plain language or build a fully custom scan with your own criteria.
</Accordion>

<Accordion title="Can I create custom scans?">
  Yes. In addition to the pre-built scan library, you can simply describe what you're looking for to Ivy in plain language. For example: "Find S\&P 500 stocks up more than 5% this week with volume above their 30-day average." Ivy will translate your criteria into a live scan and return the results instantly.
</Accordion>

## Billing

<Accordion title="How do I cancel my subscription?">
  You can cancel your subscription at any time from within the platform.

  <Steps>
    <Step title="Open Billing">
      Go to **Profile → Billing** in the left-hand navigation.
    </Step>

    <Step title="Open the Subscription tab">
      Under **Plan & Usage**, select the **Subscription** tab.
    </Step>

    <Step title="Cancel your plan">
      Click **Manage Subscription** and follow the prompts.
    </Step>
  </Steps>

  Your access continues until the end of your current billing period, after which your account converts to the Free tier. Your data (watchlists, chat history, etc.) is not deleted. For full details, see [Subscription & Billing](/account/subscription-and-billing). If you run into any trouble, email [support@podiummarkets.ai](mailto:support@podiummarkets.ai) and we'll take care of it for you.
</Accordion>

<Accordion title="Can I get a refund?">
  All subscription charges are final and non-refundable. If you believe you were charged in error or have a billing concern, contact us at [**support@podiummarkets.ai**](mailto:support@podiummarkets.ai) within 7 days of the charge with your account email and a description of the issue, and we'll review your situation and work with you to find a fair resolution.
</Accordion>