Frequently asked questions
Answers to the questions we hear most often from long-term investors evaluating Danesway. If you need more detail, our team is happy to walk through specifics during a demo.
What does Danesway actually do?
Danesway brings together portfolio data from multiple exchanges and brokers into a single workspace, then applies AI-driven analysis to help long-term investors understand exposure, concentration, and trends across their holdings without manually reconciling spreadsheets.
Which exchanges and brokers are supported?
We support connections to a range of major exchanges and brokerage accounts. The exact list depends on your region and account type, so we recommend confirming your specific providers with our team before onboarding.
Is Danesway suitable for short-term traders?
Danesway is built primarily for long-term investors who want a clearer, consolidated view of their positions over time. While some features may be useful to active traders, our analysis tools and reporting cadence are designed around longer holding periods.
How is my account and portfolio data kept secure?
We follow standard industry practices for data handling, including encryption in transit and restricted access controls. We do not share your portfolio data with third parties for marketing purposes. For full details, please refer to our Privacy Policy.
Do I need to manually enter my holdings?
In most cases, holdings are synced directly from your connected accounts, reducing manual entry. Where a direct connection isn't available, you can add positions manually so they're still included in your overall analysis.
How often is portfolio data updated?
Update frequency depends on the data source and account type. Some connections refresh close to real time, while others sync on a scheduled basis. We can walk through the specifics for your accounts during onboarding.
Can I use Danesway across multiple currencies?
Yes, portfolios spanning multiple currencies can be consolidated into a single view. Values are normalized so you can compare holdings and exposure consistently, regardless of the original currency of each position.
What kind of insights does the AI analysis provide?
The analysis layer is designed to surface patterns such as sector or asset concentration, correlation between holdings, and shifts in overall risk profile over time. It's intended to support your own decision-making, not to issue automated investment advice.
Is there a limit to how many accounts I can connect?
Account limits vary depending on your plan. During a demo, our team can help identify the setup that best fits the number of exchanges and brokers you currently use.
How do I get started?
The best first step is to request a demo so we can understand your current setup and show you how Danesway would consolidate your specific accounts. From there, onboarding typically involves connecting your data sources and reviewing your first consolidated report.
Can I cancel or change my plan later?
Yes, plans can generally be adjusted or cancelled as your needs change. Specific terms, notice periods, and billing details are outlined in our Terms of Service, which we recommend reviewing before signing up.
Who can I contact if I still have questions?
If this page doesn't answer your question, reach out through the contact details in our footer or request a demo, and a member of our team will be glad to help.
Still have questions?
Request a demo and we'll walk through how Danesway fits your portfolio setup.