FAQ

The beta is private. CornerScope invites a small circle of people by email with a personal registration link, and there is no way to apply.

Register through your personal link. You accept the beta terms, then the onboarding wizard opens.

It asks for your reporting currency and country, then about your current holdings and setup choice. You choose whether to use a rulebook.

The CornerScope AI Agent can prepare a preview from your broker records. Native imports and live connections are available for supported brokers. The import matrix shows the current coverage.

You can upload broker CSV files or PDF statements. The CornerScope AI Agent can also prepare a preview from supported broker screenshots.

It maps unfamiliar broker records into a preview for you to review. You decide what enters your portfolio.

Yes. The connection reads broker data and cannot place or transmit an order.

Nothing will be added to your portfolio unless you confirm it first.

CornerScope keeps the portfolio record. It then checks your holdings against the rulebook you choose and shows the rule behind each flag.

A rulebook is a set of rules for portfolio structure and security flags. It can also define limits and ranking logic.

No. A portfolio can stay without a rulebook, and its security flags stay off until you choose one. CornerScope does not match a rulebook to you.

Yes. You can create a rulebook or select an existing one, then choose whether to adopt it for a portfolio.

Members can inspect and share rulebooks in the member marketplace. You choose whether to adopt one.

No. Scores and ranks appear only where the required data and the selected rulebook support the calculation. Missing and stale inputs remain visible.

A flag means your portfolio data crossed a rule in the rulebook you selected. CornerScope shows the measured value with that rule.

Yes. CornerScope shows which selected rule produced each flag.

It compares a security in your portfolio with a ranked alternative under the same rulebook. Both need current data.

It divides an amount you enter across your targets and estimates whole share quantities. It also shows cash that remains unresolved.

CornerScope supports portfolio returns and dividends. Benchmark comparisons and risk measures appear when your records and market data support them.

No. CornerScope cannot place or transmit orders. You handle every trade through your broker.

Edit or skip the affected rows before you confirm. Nothing enters your portfolio while the preview remains unconfirmed.

Imported transactions may not cover every broker reported amount. CornerScope shows a reconciliation note when the records differ.

The app and database run on Render in Frankfurt, and Resend sends email. The privacy notice also explains the Google Cloud paths used for private files and user initiated AI imports.

The public site doesn't use analytics or advertising services. It doesn't store anything in your browser just because you visit it.

Pricing is published at launch. There is no checkout on this site today.

Public access is planned for January 2027, but that is not a promised date.

No. A public trial is not part of the current launch plan. The screenshots on this site use a synthetic portfolio.

The product and this site currently offer English and German. Language does not change number format, date format, domicile or portfolio rules.

No. Public registration is closed and the beta is private, so account creation starts with a personal invitation from CornerScope.

Yes. You can ask CornerScope to erase your account and linked data. Identity checks and legal exceptions can affect what is removed, and recoverable provider copies may remain for their applicable periods.