Question 1

How do I get started with Valo?

Accepted Answer

Join the waitlist, and once you are invited you can connect your broker with read-only access or import positions via CSV. Valo builds a complete, top-down view of your portfolio in minutes, across every account, currency, and tax wrapper you hold.

Question 2

Which brokers and account types does Valo support?

Accepted Answer

Valo supports multi-broker sync and CSV import, with native handling for ISA, SIPP, and GIA accounts. Holdings in 21 currencies are tracked with live FX, so your net worth is always shown in one consistent view.

Question 3

What is Sonny?

Accepted Answer

Sonny is your always-on AI portfolio analyst. It reads your real holdings, runs financial analysis, and answers questions about your positions, exposure, and risk in plain English. Sonny is informational only and is not financial advice.

Question 4

What analytics does Valo provide?

Accepted Answer

The metrics desks rely on, without the bloat: Sharpe, Sortino, beta, drawdown, and stress tests, plus correlation matrices, benchmark comparisons, and 10-year financial statements. Returns, contribution by holding, and sector and geography exposure are all available at a glance.

Question 5

Does Valo handle UK tax?

Accepted Answer

Yes. Valo tracks realised gains, CGT, allowance usage, and dividend income across the tax year and across every account type. When it is time to file, you can export a Self Assessment-ready report.

Question 6

How much does Valo cost?

Accepted Answer

Valo starts with a 7-day trial. Core is £99.99 per year after the trial, or £9.99 per month if you prefer monthly billing. Pro is £149.99 per year, or £14.99 per month, for unlimited portfolios and a higher Sonny AI allowance.

Question 7

Can I change or cancel my plan anytime?

Accepted Answer

Yes. You can upgrade, downgrade, or cancel at any time. Changes take effect immediately and your billing is prorated accordingly.

Question 8

Is my portfolio data secure?

Accepted Answer

When you connect a brokerage, Valo gets read-only access, so it can see balances and history but can never place trades or move money. Your data is encrypted in transit (TLS 1.3) and at rest (AES-256), and it is never sold, shared, or used to train outside models.

Question 9

How do I get help?

Accepted Answer

Reach our team any time at support@valo.app. We typically respond within 24 hours, and you can export or delete all of your data whenever you like.

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