Frequently Asked Questions
Answers to the questions we hear most often about how Choice Portivex connects to your exchange accounts, processes your data, and delivers consolidated reporting.
Getting Started
What exactly does Choice Portivex do?
Choice Portivex connects to the exchanges where you hold positions and consolidates that data into a single dashboard. Our AI-driven analysis layer processes the raw account data and generates unified reports, so you don't have to manually reconcile figures across multiple platforms.
Which exchanges can I connect?
Choice Portivex is built to work with a range of major exchanges through standard account connections. The exact list of supported platforms is confirmed during setup, since availability can change as integrations are added or updated.
Do I need any technical knowledge to set this up?
No. The connection process is guided step by step. You provide the necessary account access through the supported method for each exchange, and Choice Portivex handles the data retrieval and processing from there.
How long does it take to see my first consolidated report?
Once your accounts are connected, initial data processing typically begins right away. The exact time to generate a full report depends on how many accounts and exchanges you're linking, along with the volume of historical data being imported.
Data & Security
How is my account data accessed and stored?
Choice Portivex retrieves data through standard connection methods provided by each exchange and stores it securely for the purpose of generating your reports. We recommend reviewing our Privacy Policy for a full description of how data is handled.
Can Choice Portivex place trades or move funds on my behalf?
Choice Portivex is a data analysis and reporting tool. It is designed to read and process account information in order to build reports, not to execute trades or transfer funds. Specific permissions depend on the connection type used for each exchange.
What happens if I disconnect an exchange account?
You can disconnect an exchange at any time from your account settings. Once disconnected, Choice Portivex stops pulling new data from that source. Previously generated reports remain available, though they will no longer reflect ongoing updates from that account.
Is my data shared with third parties?
Our general approach to data handling, including any third-party processing required to operate the service, is outlined in our Privacy Policy. We encourage you to review it for the full details relevant to your use of Choice Portivex.
Reports & Usage
What kind of reports does Choice Portivex generate?
Choice Portivex produces consolidated reporting that brings together positions, balances, and activity from your connected exchanges into one view, making it easier to assess your overall exposure without switching between platforms.
Can I export my reports?
Report export options are available within the platform. The specific formats supported may vary depending on your account configuration and the type of report being generated.
Does Choice Portivex provide investment advice?
No. Choice Portivex provides data analysis and reporting tools to help you understand your own positions more clearly. It does not provide personalized investment, financial, or trading advice.
How do I get help if I run into an issue?
If you have a question that isn't covered here, you can reach out through the contact details provided on our site, and we'll do our best to assist with your specific situation.
Still have questions?
Start connecting your accounts and see how Choice Portivex consolidates your reporting in practice.
Start analysisNo obligation to continue after your initial setup.