Question 1

What is Potentia Finance?

Accepted Answer

Potentia is an investment intelligence platform. We track 'insider-like' signals from public filings (starting with U.S. congressional disclosures) and turn them into dashboards, research, and optional investable strategies through third-party brokers.

Question 2

Who is Potentia for?

Accepted Answer

We built Potentia for retail investors, analysts, creators, and funds who want clean, fast, decision-ready disclosure data, with tools to filter, compare, and follow portfolios over time.

Question 3

Are we a broker or an investing app?

Accepted Answer

We're not a broker. We provide data + analytics + strategy logic. If you decide to invest, the execution happens through external broker/platform partners under their rules.

Question 4

How do we differ from regular investment platforms?

Accepted Answer

Traditional platforms focus on execution (buy/sell), charts, and generic research. We differentiate by focusing on 'insider' disclosure signals—like Congress members, corporate insiders, and institutional managers (13F filings)—and converting those public filings into trackable portfolios, dashboards, alerts, and strategy logic you can follow over time.

Question 5

How do you get started?

Accepted Answer

Start by exploring our dashboards, then pick a plan if you need deeper features. After that, set your watchlists/alerts, and if you want to invest, connect your preferred supported broker to follow a strategy.

Question 6

What data do we track?

Accepted Answer

We track 'insider' behavior across multiple categories: U.S. Congress, corporate insiders, and institutional managers via 13F filings. With more modules coming as we expand.

Question 7

Where does our congressional data come from?

Accepted Answer

We pull it from official House and Senate disclosure sources, then standardize it into a structured dataset that's easier to search, analyze, and compare across portfolios.

Question 8

How fast do we get congressional trades?

Accepted Answer

Congressional trades are not disclosed in real time. They're reported after the transaction and can arrive with a delay (commonly referenced as up to ~45 days). We publish updates as soon as the official filing becomes available.

Question 9

Do we clean and verify the records?

Accepted Answer

Yes. We normalize tickers and issuer names, standardize transaction types and dates, and flag issues like duplicates, unclear entries, and amended filings, so you can trust the workflow even when the raw filing is messy.

Question 10

Is our data guaranteed to be perfect?

Accepted Answer

The source is public filings, and filings can include ranges (not exact amounts), late reports, and corrections. We improve clarity and consistency, but the official disclosure remains the final source of truth.

Question 11

What is our Strategy section?

Accepted Answer

It's where we turn disclosure signals into clear portfolio rules, for example who to follow, how to size positions, and when to rebalance, so you can track a methodology instead of guessing trade-by-trade.

Question 12

Can someone invest directly through Potentia?

Accepted Answer

Potentia isn't a broker. If you choose to invest, we connect you to third-party broker/platform partners that handle execution, custody, and account operations.

Question 13

How do we deal with delayed disclosures?

Accepted Answer

We design strategies around the reality that filings come after the trade. Instead of pretending it's 'live trading,' we focus on portfolio-level replication, holding periods, diversification, and rebalancing logic that can still be actionable after disclosure.

Question 14

How often do our strategies rebalance?

Accepted Answer

It depends on the strategy. Some rebalance on a schedule (weekly/monthly), others react to new filings. We show the cadence clearly so you understand turnover and timing.

Question 15

What risks should someone expect?

Accepted Answer

Market risk, drawdowns, concentration risk if you follow narrow themes, turnover/fee friction depending on cadence, and signal risk (late/amended filings). We provide transparency and controls, but investing always involves risk.

Question 16

What is the STOCK Act?

Accepted Answer

The STOCK Act requires certain U.S. public officials to disclose covered financial transactions through periodic transaction reports. That disclosure framework is one reason congressional trading data exists publicly.

Question 17

Where does our data come from?

Accepted Answer

We use official public disclosure sources (House and Senate) and other public regulatory filings for corporate and institutional data. We then process and standardize it into usable datasets.

Question 18

Are we compliant with regulations?

Accepted Answer

We operate as an information and analytics platform, not as a broker-dealer. If you choose to invest via a strategy, execution happens through regulated third-party brokers/platforms under their compliance rules.

Question 19

Do we provide investment advice?

Accepted Answer

We provide data, research tools, and strategy transparency for informational purposes. We do not provide individualized investment advice, and you should always make decisions based on your own risk profile.

Question 20

Is there a ban on Congressional stock trading?

Accepted Answer

There isn't a blanket ban currently in effect. Lawmakers can still trade, but they must disclose transactions under existing rules and there are ongoing proposals that could change this in the future.

Question 21

How is my personal data protected?

Accepted Answer

TBD

Question 22

What encryption standards do you use?

Accepted Answer

TBD

Question 23

Do you store my brokerage login credentials?

Accepted Answer

TBD

Question 24

Are you GDPR compliant?

Accepted Answer

TBD

Question 25

Can I request deletion of my data?

Accepted Answer

TBD

Question 26

How much do we charge?

Accepted Answer

Our pricing depends on the plan and the features you need, basic tracking vs advanced analytics, exports, alerts, and strategy features. You'll see full plan details on our Data Section.

Question 27

Do we offer discounts for annual subscriptions?

Accepted Answer

If you choose annual billing, we may offer a discounted rate compared to monthly. Any discount is always shown directly on the Data Section.

Question 28

What is our refund policy?

Accepted Answer

Our refund terms are shown in checkout and in our Terms. Because access to data and analytics is delivered instantly, refund eligibility may depend on timing and usage, so we keep it explicit and transparent.

Question 29

Can someone cancel anytime?

Accepted Answer

Users can cancel renewals and keep access until the end of the billing period.

Question 30

What payment methods do we accept?

Accepted Answer

We accept Apple Pay, Google Pay, and credit/debit cards, supported by Stripe.

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The Smart Money

Access Institutional-Grade Market Intelligence

US Congress

Frequently Asked Questions

What is Potentia Finance?

Who is Potentia for?

Are we a broker or an investing app?

How do we differ from regular investment platforms?

How do you get started?

Get In Touch

Join Our Community

Direct Contact

FollowFollow The Smart Money

Access Institutional-Grade Market Intelligence

US Congress

Frequently Asked Questions

What is Potentia Finance?

Who is Potentia for?

Are we a broker or an investing app?

How do we differ from regular investment platforms?

How do you get started?

Get In Touch

Join Our Community

Direct Contact

Follow
The Smart Money