Frequently Asked Questions

Jessica Egan is an AI-powered data analysis platform that helps investors and businesses organize, interpret, and act on complex information. It processes inputs such as financial data, market signals, and operational metrics, then presents structured summaries and decision-support insights.

Jessica Egan does not place trades, manage funds, or provide personalized financial advice. It is a tool to support your own research and decision-making process.

Yes. The interface is designed to present information in a structured, readable format rather than raw data dumps, which makes it accessible to users who are still building their analytical experience. That said, Jessica Egan works best alongside your own understanding of the subject matter — it is a support tool, not a substitute for financial literacy.

No coding is required. The platform is built around guided workflows and a standard web interface. If you can navigate a typical web application, you can use Jessica Egan.

Data you submit or connect is used to generate the analysis you request. For details on what is collected, how it is processed, and how long it is retained, please refer to our Privacy Policy. If you have specific data-handling questions not covered there, reach out via our Contact page.

No. Jessica Egan provides data-driven analysis and decision support, not financial advice, and it cannot guarantee any investment result. All financial decisions carry risk, and outputs from the platform should be treated as one input among several in your own research process.

The platform is designed to work with a range of portfolio types and data sources. The exact setup process depends on the data you want to analyze — our onboarding flow will walk you through the available options when you launch your portfolio.

Update frequency depends on the data source and the type of analysis you've configured. Some views refresh automatically on a regular cadence, while others are generated on demand when you request them.

Availability of trials or demos can change over time. The most reliable way to check current options is to use the "Launch Your Portfolio" button at the top of the site or get in touch through our Contact page.

Yes. Plan changes and cancellations are managed through your account settings. If you run into any issues or have questions about your specific plan, our team is reachable through the Contact page.

Yes. The platform is built to support both individual investors analyzing personal portfolios and businesses evaluating operational or market data. The underlying analysis tools are flexible enough to adapt to either use case.

Like any analytical tool, outputs are only as good as the data provided and are not infallible. If something looks off, start by reviewing the inputs you've supplied. If the issue persists, contact our support team with details so we can look into it.

Visit our Contact page to reach our team directly. We're happy to help with questions about features, setup, billing, or anything else not covered in this FAQ.