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Got questions about Mandate or your plans? Send us a message and we’ll reply soon.
Got questions?
We’ve got answers.
Here’s everything you need to know before getting started.
01
Who is Mandate built for?
Anyone who manages their own investments — from first-time investors figuring out their risk tolerance, to experienced ones who want a cleaner system for staying disciplined. If you make your own investment decisions and want to understand them better, Mandate is for you.
02
What is a Mandate Score?
It's a single number (0–100) that tells you how well your portfolio aligns with your personal risk profile. It updates automatically as your holdings change, so you always know where you stand.
03
How is Mandate different from my broker's app?
Your broker shows you what you hold. Mandate shows you whether what you hold matches who you are as an investor — and flags it when it doesn't. No broker does that.
04
Does Mandate give me investment advice?
No — and that's intentional. Mandate informs; you decide. We're not a regulated advisor and we don't tell you what to buy or sell. We show you the data, explain what it means, and let you act.
05
What's included in the free plan?
Core portfolio tracking, your Mandate profile, and your Mandate Score. You can track one portfolio, log transactions, and see your allocation. Premium unlocks simulations, Acuity AI, advanced analytics, and mandate-filtered news.
Got questions?
We’ve got answers.
Here’s everything you need to know before getting started.
01
Who is Mandate built for?
Anyone who manages their own investments — from first-time investors figuring out their risk tolerance, to experienced ones who want a cleaner system for staying disciplined. If you make your own investment decisions and want to understand them better, Mandate is for you.
02
What is a Mandate Score?
It's a single number (0–100) that tells you how well your portfolio aligns with your personal risk profile. It updates automatically as your holdings change, so you always know where you stand.
03
How is Mandate different from my broker's app?
Your broker shows you what you hold. Mandate shows you whether what you hold matches who you are as an investor — and flags it when it doesn't. No broker does that.
04
Does Mandate give me investment advice?
No — and that's intentional. Mandate informs; you decide. We're not a regulated advisor and we don't tell you what to buy or sell. We show you the data, explain what it means, and let you act.
05
What's included in the free plan?
Core portfolio tracking, your Mandate profile, and your Mandate Score. You can track one portfolio, log transactions, and see your allocation. Premium unlocks simulations, Acuity AI, advanced analytics, and mandate-filtered news.
Got questions?
We’ve got answers.
Here’s everything you need to know before getting started.
01
Who is Mandate built for?
Anyone who manages their own investments — from first-time investors figuring out their risk tolerance, to experienced ones who want a cleaner system for staying disciplined. If you make your own investment decisions and want to understand them better, Mandate is for you.
02
What is a Mandate Score?
It's a single number (0–100) that tells you how well your portfolio aligns with your personal risk profile. It updates automatically as your holdings change, so you always know where you stand.
03
How is Mandate different from my broker's app?
Your broker shows you what you hold. Mandate shows you whether what you hold matches who you are as an investor — and flags it when it doesn't. No broker does that.
04
Does Mandate give me investment advice?
No — and that's intentional. Mandate informs; you decide. We're not a regulated advisor and we don't tell you what to buy or sell. We show you the data, explain what it means, and let you act.
05
What's included in the free plan?
Core portfolio tracking, your Mandate profile, and your Mandate Score. You can track one portfolio, log transactions, and see your allocation. Premium unlocks simulations, Acuity AI, advanced analytics, and mandate-filtered news.
Your investments. Finally under control.
Join the waitlist and be first when Mandate launches.
Your investments. Finally under control.
Join the waitlist and be first when Mandate launches.