Frequently asked questions
The things people usually ask before connecting an account.
How does Zenly connect to my brokerage accounts?
Through secure, read-only connections via SnapTrade to every major brokerage — Zenly can see your holdings and transactions but never place trades or move money. If your broker isn't supported, you can upload your holdings instead and let the AI reader parse them into the same view.
How much does Zenly cost?
One plan, $5/month, with every feature included — broker sync, Zen Score, AI advisor, screener, and backtesting. There's a 14-day free trial with no credit card required, and nothing gated behind a higher tier. Cancel anytime, in two clicks.
How is the Zen Score calculated?
It combines quality, growth, valuation, and capital return into one 0–100 score for a stock, so you're not weighing a dozen separate metrics by hand. The full methodology is on the Zen Score page.
Can I see every broker and manual holding in one place?
Yes — every connected broker, currency, and manually entered holding merges into one position list, with combined true performance and income figures across all of them.
What does the AI advisor actually do?
It reviews your real, live holdings — not generic tips — and flags things like sector concentration, factor tilts, and income concentration specific to your portfolio. It's informational, meant to prompt your own research, not a substitute for financial advice.
Do I need a credit card to start the trial?
No. The 14-day trial doesn't ask for one, and you can cancel anytime in two clicks if it's not for you.
Didn't find your answer?
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