Frequently Asked Questions
Everything you need to know about MinMaxDoc and how we can help with your financial journey.
Yes, MinMaxDoc's core features are completely free to use. We offer a tiered service model to accommodate different needs:
Our Service Plans
Free
$0/month
- Portfolio tracking
- Advanced tax optimization
- 1 portfolio
- No real estate assets
- No cryptocurrency tracking
Plus
$10/month
- Portfolio tracking
- Advanced tax optimization
- Up to 3 portfolios
- Real estate accounts (beta)
- Cryptocurrency tracking
- Ad free experience
Pro
$25/month
- Portfolio tracking
- Advanced tax optimization
- Up to 6 portfolios
- Real estate accounts (beta)
- Cryptocurrency tracking
- Ad free experience
Plus and Pro plans include a 14-day free trial. Cancel anytime.
If you encounter any bugs or issues while using MinMaxDoc, we want to hear about it! You can report issues in several ways:
- Bug Report Form: Use our dedicated bug report form for detailed issue reporting. If you're logged in, your report will be linked to your account for faster resolution.
- Contact Form: Use our contact form for general feedback or questions.
- Error Pages: When you encounter an error, click the "Report Issue" button to automatically include error details in your report.
We review all bug reports and work to address issues as quickly as possible. Your feedback helps us improve MinMaxDoc for everyone!
We take your security seriously. Here's how we protect your data:
- Encryption: All data is encrypted in transit (SSL/TLS) and at rest. Passwords are securely hashed using industry-standard algorithms.
- Secure Hosting: We host on enterprise-grade cloud infrastructure with ISO 27001-certified data centers.
- Bot Protection: We use Cloudflare Turnstile to prevent automated attacks and spam while minimizing friction for real users.
- Access Controls: Role-based access with least-privilege principles. We recommend enabling two-factor authentication for your account.
- Regular Backups: Encrypted daily backups with 30-day retention ensure your data is safe.
For more details, please review our Security Policy.
MinMaxDoc vs Traditional Financial Advisors
| Feature | MinMaxDoc | Traditional Financial Advisor | Robo-Advisors |
|---|---|---|---|
| Cost | Free (basic plan) | 1-2% of assets annually | 0.25-0.50% of assets annually |
| Personalization | High (AI-driven) | High (human expertise) | Medium (limited algorithms) |
| Availability | 24/7 | Limited business hours | 24/7 |
| Updates | Real-time | Quarterly or less | Real-time |
| Educational Resources | Comprehensive | Varies by advisor | Limited |
| Tax Optimization | Advanced algorithms | Personal strategies | Basic tax-loss harvesting |
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