Frequently Asked Questions

Andperry analyzes the holdings and structure of your investment portfolio using automated, rules-based models. It highlights concentration risk, fee drag, and allocation patterns so you can make more informed decisions. We provide analysis and educational insights — not personalized investment advice.

Our tools are designed with middle-income households and long-term savers in mind — people who want a clearer picture of their retirement accounts, brokerage holdings, or employer-sponsored plans without needing to hire a dedicated advisor for routine check-ins.

No. The reports are written in plain language, with context provided alongside each metric. That said, Andperry works best as a supplement to your own research, not a replacement for understanding the basics of how your money is invested.

You can upload statements, enter holdings manually, or connect supported account types depending on your plan. We only request the data needed to generate your analysis, and the exact method is explained during setup.

Andperry is an analytical software tool, not a registered investment advisor or broker-dealer. Nothing within our reports constitutes individualized financial, tax, or legal advice. We recommend speaking with a qualified, licensed professional before acting on any analysis we provide.

Data in transit and at rest is handled using industry-standard encryption practices, and access is limited on a need-to-know basis internally. For full detail on what we collect and how it's used, please review our Privacy Policy.

Yes. You can cancel your subscription from your account settings at any time, and you may request deletion of your stored data. Processing times for deletion requests are outlined in our Privacy Policy.

Update frequency depends on your plan and how often you supply new data. Analysis is not continuous or real-time unless your plan specifically includes that feature — most users review updated reports on a periodic basis, such as monthly or quarterly.

No. Andperry does not guarantee returns, risk reduction, or any specific financial outcome. All analysis is based on the data provided and general modeling assumptions, which may not reflect future market conditions.

You can typically consolidate information from multiple accounts into a single analysis so you get a combined view of your overall allocation, rather than reviewing each account in isolation. Supported account types vary by plan.

Availability of trials or demo access can change over time. Please check our homepage or contact us directly for current offerings.

Visit our Contact page to reach our support team. We aim to respond to inquiries as promptly as possible.