Question 1

What is Qualo?

Accepted Answer

Qualo is an intelligent portfolio management platform that provides full transparency into all your investments. It automatically syncs with your brokerage accounts to track stocks, ETFs, dividends, and provides AI-powered rebalancing recommendations.

Question 2

How does Qualo track my investments?

Accepted Answer

Qualo uses secure brokerage integration (via SnapTrade) to automatically pull all your tickers and positions directly from your connected accounts. No manual entry required - just connect your account and watch as we seamlessly sync your entire portfolio.

Question 3

What brokerages does Qualo support?

Accepted Answer

Qualo supports major brokerages including TD Ameritrade, Fidelity, Charles Schwab, E*TRADE, Interactive Brokers, and many more through our SnapTrade integration. We automatically detect and display tickers from all connected accounts.

Question 4

Does Qualo track dividend payments?

Accepted Answer

Yes, Qualo automatically tracks all your upcoming dividend payments in one place. You'll never miss a payment date with automatic tracking from your connected brokerage accounts.

Question 5

What are rebalancing recommendations?

Accepted Answer

Qualo's AI analyzes your portfolio allocation and suggests optimal rebalancing strategies to help you maintain your target asset allocation and optimize your investment performance.

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