Sola Lumina — Aero — Support
Your whole portfolio on one Mac screen — here to help.
Not currently. Syncing directly with a brokerage account is not supported. You can add positions by hand, or import them — see below.
Drag in CSV exports from your brokerage, or screenshots of your holdings. Aero reads up to 100 files at once. If you already have accounts set up, it compares what's incoming against what's there and shows you exactly what would change, line by line, before anything is written. Nothing is committed until you accept it, and you can cancel at any point.
Want to try it before exporting your own? Download the sample portfolio file — three accounts and eight positions in the format brokerages export — and drag it into the import window. The holdings in it are invented.
Yes. Aero shares an account with Moment, our iPhone app, so your portfolio follows you between the two. Sign in on both with the same Apple account.
With Sign in with Apple. There's no password to create and no email address to hand over.
Yes. Cash is counted alongside your positions, so the portfolio total is the real total rather than just the securities.
Prices come from public market data and update while the app is open and visible. Quotes may be delayed, and figures shown are for information only — they are not investment advice and should not be relied on for trading decisions.
A Mac running macOS 14 or later.
You can remove individual holdings and accounts in the app. To delete your account and the data associated with it, get in touch using the address below and we'll take care of it.
Questions, problems or suggestions — email support@solalumina.com.
It helps to include your macOS version and what you were doing when something went wrong. Please don't include account numbers or screenshots showing balances.