Answers to common questions about Quotona
How the platform works, what it analyses, how onboarding runs, and what to expect from day-to-day use.
Analytical software for investors and businesses — not financial advice.
Clear answers, without jargon
If you need more detail about your specific portfolio, data sources, or workflow, contact us and we will walk through it with you.
What exactly does Quotona do?
Quotona is AI-powered data analysis and decision-optimisation software. It organises market, portfolio, and operational data into structured views, highlights material changes, and helps you compare options consistently across time zones.
Is Quotona financial advice or asset management?
No. Quotona provides analytical software only. It does not provide recommendations, manage assets, execute trades, or replace professional advice. You retain full control over every decision.
Who is the platform designed for?
It is built for investors and businesses that work with distributed data and need a shared analytical view — for example, teams reviewing positions, exposure, or performance across regions and time zones.
What data can I connect or import?
You can work with portfolio holdings, watchlists, and structured business or market datasets. During onboarding we confirm formats, field mapping, and update frequency so your views remain consistent and auditable.
Do I need to replace my existing tools?
No. Quotona sits alongside your brokerage, accounting, and reporting tools. It focuses on analysis and synthesis, while transactions and custody remain with your existing providers.
How does onboarding work?
Onboarding is guided and brief: we clarify your objectives, connect or import your initial datasets, configure your views and alerts, and review the first outputs together. Most users complete initial setup in structured steps without technical work.
How are alerts and updates handled across time zones?
You define thresholds and review rhythms. The platform flags relevant changes and summarises them for your next review, so overnight or cross-region movements are presented in context rather than as isolated notifications.
How is my data handled and protected?
Data is used only to provide the service, with access controls and standard security practices. We do not sell personal data. For details on retention, rights, and contacts, see our Privacy and Terms pages.
Can I customise views for different team members?
Yes. You can organise views by portfolio, region, theme, or responsibility, so each person sees relevant context while the team works from the same underlying data.
What does it cost and can I cancel?
Pricing depends on scope, data volume, and team size, which we confirm before you begin. Plans are subscription-based and can be ended according to the terms agreed at signup, without lock-in beyond the current period.
Talk through your use case
Send us a short description of your portfolio or workflow and the questions you want answered. We will explain whether Quotona fits and what setup would involve.
- What you want to analyse and review
- Which data sources you currently use
- How your team works across time zones
Start with a clear, structured overview
Initialise your portfolio to organise holdings, clarify exposure, and establish a consistent review routine.
Guided setup • No trading execution • You stay in control