Help Center

Starter help content for common actions in Tao Financial Engine.

Quick Start

• Open Recommendations to scan symbols and review Full Market Assessment.
• Use Watchlist to track symbols you want to revisit.
• Use Portfolio for manual entries and scenario checks.

What This App Does

• Shows research-oriented signals: Accumulate, Hold, Avoid (Trim in portfolio view).
• Displays market chart context and UF confidence metrics where available.
• Supports manual portfolio tracking only.

What This App Does Not Do

• It does not execute trades.
• It does not provide personalized investment advice.