Frequently asked questions
What does Upogee do?
Upogee is a portfolio tracker that helps self-directed long-term investors understand portfolio state, performance, change and what deserves attention with less maintenance and less trading noise.
Who is Upogee built for?
Upogee is built primarily for deliberate self-directed long-term investors who manage their own investments and want to know whether what they are doing is working without turning tracking into a second job.
Is Upogee only for people with multiple brokers or accounts?
No. Multiple brokers and fragmented records are a real use case, but Upogee's primary fit is defined by the need for reliable portfolio understanding with less maintenance, not by a broker or account count.
Do I need to connect my broker?
No. A direct broker connection is not required. Upogee supports manual entry and currently verified CSV import paths.
Does Upogee support every broker CSV?
No. CSV support is limited to formats and financial events that have been verified. Recognizing a file does not mean every event can be committed safely, and unsupported or ambiguous data is not silently coerced into a transaction.
How does Upogee think about portfolio performance?
Upogee separates portfolio state, external cash flows and investment result where the available history and valuation evidence support that distinction. Missing evidence reduces what can be claimed rather than producing false precision.
Does Upogee tell me what to buy or sell?
No. Upogee explains and contextualizes portfolio information. It does not provide personalized buy, sell, timing or allocation recommendations.
Is Upogee a spreadsheet alternative?
It can be. Upogee is most useful when you want to reduce the maintenance required to keep a reliable portfolio record and interpret it, while a spreadsheet remains better for investors who value unrestricted customization and accept the upkeep.