Q: Why assets limits so low?
Hello, why would you count 1 stock = 1 asset?
That seems quite a limitation that effectively means every LTD holder would have to now upgrade to some higher plan that you will charge monthly for...
Please help me understand as I am holding off on buying because of this issue.
VarunAggarwal_KnowYourDosh
Aug 13, 2025A: Totally fair question and thanks for raising it 🙌
Why 1 holding = 1 asset?
Each connected holding (stock/ETF/crypto) has a real ongoing cost to keep it in sync (third-party connectivity + processing + storage).
Counting per holding keeps things accurate (so your portfolio and analytics stay correct) and lets us run the LTD sustainably for everyone.
Are we trying to force upgrades?
No. This isn’t a bait-and-switch. We set limits to balance fair use with costs, especially for LTD buyers.
That said, we’ve heard the feedback from diversified customers and we’re reviewing our limits for stocks/crypto (e.g., a separate/expanded allowance for market holdings so you’re not penalized for diversification).
What can you do today?
The Pro Advance tier on AppSumo includes 35 assets.
If you’re close to the cap, ping us with your approximate holdings, we’ll advise the best setup and see how we can help while we finalize improved limits.
We really appreciate the push here, your feedback is shaping how we tune the plans so they’re fair and sustainable. 🙏