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standpoint

Help · Guide

The StandPoint app, explained end to end.

Everything you can do and see in the iPhone app, from your first invitation and sign-in through every tab, feature, and setting. Search for an issue below, or read the walkthrough in order.

34 topics · press ⌘K or / to search from anywhere on this page.

01 · Getting started

Getting started

StandPoint is the members' app for a private investment club, the desk in your pocket. Everything below walks you from your first invitation through to signing in and finding your way around.

What StandPoint is

A private, by-application investment club focused on S&P 500 companies and US-listed ETFs, guided by Salomon.

StandPoint is a single, calm place to read the club's thinking, follow its stock picks and model portfolios, and track your own investments against the club's. Everything centres on Salomon, the person who runs the desk and writes to members.

The club focuses on S&P 500 companies and US-listed ETFs, and membership is by application only. The app is for iPhone. There is no dark mode by design, it reads more like a private bank's annual report than a typical finance app.

The Today home screen

App screen · sample data

Requesting an invitation

Membership is by application. You apply on the web, and the desk reviews each request.

Because the club is by application only, you begin on the StandPoint website rather than the app. Submit the application form, and the desk reviews it personally. If you are accepted, you receive a welcome note at the email you applied with, and that same email becomes the one you sign in with.

Note

There are no public sign-ups inside the app. If you have not been accepted yet, the sign-in screen will not recognise your email.

Signing in (no passwords)

You sign in with your membership email, a one-tap link or a 6-digit code. No passwords, ever.

StandPoint has no passwords. You sign in with the email tied to your membership, and we send you two ways in: a one-tap link that opens the app and signs you in automatically, and a 6-digit code you can type instead.

  1. Open the app and enter the email tied to your membership.
  2. Tap “Send sign-in link”.
  3. Open the email we send you and either tap the one-tap link on your iPhone, or copy the 6-digit code.
  4. If you used the code, type it into the app. You'll briefly see a “Signing you in” screen, then you're in.

Tip

You can also paste the sign-in link manually. If the code doesn't arrive, use “Resend code” (there's a short countdown so it can't be spammed), or “Use a different email”.

The passwordless sign-in screen

App screen · sample data

The welcome tour

A one-time, three-screen intro before you sign in, you only ever see it once.

The first time you open the app, before signing in, you get a short three-screen swipeable introduction. Each screen has a small preview illustration and a headline:

  1. “Read the desk each morning”, Salomon's morning letters, every open pick, and the model portfolios, in one place.
  2. “Track your book against ours”, add your own positions to see live profit/loss, sector mix, and how closely you track the club.
  3. “Quiet alerts when it matters”, a gentle notification when the desk publishes or exits a name you hold, plus quick lookup of any S&P 500 company.

Note

Progress dots and a Next button sit at the bottom (Next becomes “Get started” on the last screen). A Skip link in the corner jumps you ahead. You only see this tour once.

The welcome tour

App screen · sample data

Getting around: the five tabs

Today, Picks, Portfolios, My Book, and More sit along the bottom of every screen.

Along the bottom there are five tabs: Today (your daily home screen), Picks (the club's open stock picks and track record), Portfolios (the club's model portfolios), My Book (your own holdings), and More (account, reading, and everything else).

Every tab gives a subtle tap when you switch, and you can pull down to refresh on almost every screen.

Note

Lose your connection and a banner appears: “Offline, showing saved data. Prices may be stale.” You can still read anything you looked at recently.

02 · Today

The Today tab

Where you land each day, the desk's important things, stacked in one calm column.

Your daily home screen

A personal greeting, your book summary, the latest letter, today's reversion names, open picks, and portfolios.

Today greets you by name, “Welcome back, [your name]”, with a “Member since…” line, and a search icon in the corner to look up any ticker instantly.

Below that it stacks the day's important things: your book (a quick summary card, if you've added positions), the latest letter from Salomon with a preview, the day's reversion names, the club's open positions, and cards for each model portfolio.

The Today home screen

App screen · sample data

Reversion today

A short list of S&P 500 names that look most oversold today, most stretched first.

“Reversion today” shows the S&P 500 companies that look most oversold or stretched-down today, with a note like “3 S&P 500 names oversold today, most stretched first.” Tap any name to see its profile, or “All 500 names →” to open the full screener.

Tip

Reversion is a 0-100 read of how stretched a name is versus its own trend. Higher means more oversold. See “The reversion model” for the full explanation.

Searching from home

The search icon in the corner of Today looks up any S&P 500 company or US-listed ETF instantly.

Tap the search icon in the corner of the Today screen at any time to look up a ticker or company name. Matching results appear instantly, and tapping one opens that company's full profile, its “second opinion”.

03 · Picks

The Picks tab

The club's open positions, each a considered thesis, sized by conviction.

The picks list & track record

Open positions, most recent first, above a Track record card summarising every closed pick.

The Picks tab lists the stocks the desk currently likes, most recent first. Each row shows the ticker and company, its return so far (green for gains, a deep red for losses), a small reversion tag, and the entry date, entry price, last price, and how big the position is (its weight).

At the top, a Track record card summarises every closed pick: how many have closed, the win rate, average return, and average holding time. Tap it to open the full Archive.

The Picks list with the track-record card

App screen · sample data

Reading a pick, the full thesis

Tap any pick for the whole write-up: chart, key numbers, the thesis, tags, and its history.

Opening any pick gives you the whole write-up: the ticker and company (and, if closed, when), a small price chart you can toggle between Since entry / 90 days / 1 year, and the key numbers, entry price, last price, return, how it's done versus the S&P 500, its weight, and the price target.

Below that sits The Thesis, Salomon's written argument in proper editorial prose. If the pick is closed, an Exit note explains why the club sold. A Thesis history section keeps earlier versions so you can see how the thinking evolved.

Tip

The “Add to my book” button pre-fills the ticker and price, so you can add the name to your own holdings in a couple of taps.

A pick's full thesis view

App screen · sample data

04 · Portfolios

The Portfolios tab

The club's model portfolios, “sleeves” the desk maintains. Slow to construct, benchmarked honestly.

Model portfolios (sleeves)

Each portfolio is a card showing when it went live, its return since inception, and how it beats its benchmark.

The Portfolios tab shows the club's model portfolios, curated baskets the desk maintains. Each card shows when it went live, its name, its return since inception, how it has done versus its benchmark (e.g. the S&P 500), and the number of holdings.

Illustration · sample data

Inside a portfolio

Mandate, headline returns, a performance chart with drawdown shaded, full composition, and a rebalance log.

Tapping a portfolio opens its detail view: the name and how long it's been live, its Mandate (a plain statement of what it's trying to do), and headline numbers, return since inception and versus its benchmark.

A performance chart shows cumulative return over time with any drawdown period shaded in (“Max drawdown −X% from [date]”). Composition lists every holding with a tiny sparkline, its return, weight, last price, when it was added, and a reversion tag. A dated Rebalance log records what the desk added or trimmed, and an expandable About section gives more background.

A model portfolio detail view with mandate, chart, and composition

App screen · sample data

05 · My Book

The My Book tab

Your personal portfolio tracker, your holdings, measured against the club's.

Your book at a glance

A summary card with positions, today's change, market value, and unrealized P&L, plus overlap, drift, and sector mix.

My Book is your own portfolio, measured against the desk's. A summary card shows the number of positions, today's change, total market value, and unrealized profit/loss in dollars and percent (plus realized P&L and cost basis once you've sold anything).

Once you have holdings, it surfaces richer insight: Overlap with the desk (how much your book resembles each model portfolio, the “you mirror 68% of The Compounder” signal), return versus the benchmark, a concentration note, a sector-mix bar, dated Drift alerts, letters on your names, and a personal Journal.

Note

If your book is empty it prompts: “Add positions to see overlap with the desk's sleeves, P&L, and drift alerts.”

The My Book summary and insights

App screen · sample data

Adding & managing positions

From “Manage positions” you can add, edit, sell, remove, and bulk-import holdings.

Tap “Manage positions” for the full editor. Open positions each show ticker, shares, unrealized gain/loss, cost, last price, weight, and acquisition date. If the club has sold a stock you still hold, a red note reads “Salomon exited [date].”

  1. Tap “+ Add” to enter a ticker, number of shares, cost per share, and the date you bought it.
  2. For any position, use Sell or Remove.
  3. Coming from a pick? The form pre-fills the ticker and price for you.
The manage-positions editor

App screen · sample data

Selling & closed positions

Selling shows your realized P&L before you confirm; closed positions are listed separately.

Selling a position opens a sheet where you enter the exit price and date. It shows the realized profit/loss before you confirm, with a button like “Confirm, realize +$1,240.” Closed positions are then listed separately, each showing what you made or lost.

Importing many positions (CSV)

Paste many holdings at once, one per line: ticker, shares, cost, date. You get a report of what imported.

Import CSV lets you paste in many positions at once, one per line as ticker, shares, cost, date. It checks each line and gives you a report of what imported and what was rejected, and why, so nothing silently fails.

Mirror a portfolio

Copy a model sleeve into your book: choose a sleeve, enter a dollar amount, preview the shares, and add them all.

Mirror a Portfolio is a shortcut to copy one of the club's model portfolios into your own book at a size you choose.

  1. Pick which sleeve you want to mirror.
  2. Enter a dollar amount (e.g. $25,000).
  3. Tap Preview to see exactly how many shares of each holding that buys at today's prices, it warns if any name can't be priced.
  4. Tap “Add these to my book” to add them all at once.

Sharing your book

The share icon creates a read-only link so you can show your book without giving account access.

At the top of My Book, a share icon creates a read-only link. You can show your book to someone without giving them access to your account.

06 · Reading & research

Reading & research

Letters, the archive, the reversion screener, and a full profile for any company, all cross-linked.

Letters

Salomon's writing on US equities and ETFs, in a clean, magazine-style reader.

The Letters list shows each of Salomon's letters with its title, a two-line preview, the month, reading time, and a tag. Reading a letter gives you a clean, serif, magazine-style experience, headings, paragraphs, and bullets.

Any company names mentioned appear as tappable chips at the bottom (“Names mentioned”) that jump you straight to that company's profile.

The Letters reading list

App screen · sample data

The Archive (closed picks)

Every pick the club has ever closed, sortable by exit date, return, hold length, or ticker.

The Archive holds every closed pick. Up top: total closed, win rate, average return, and average hold time. Below, a scrolling list you can sort by Exit date, Return, Hold length, or Ticker (tap a sort chip again to flip the order). Each row shows the final return, the dates held, how many days, and entry→exit prices. Tap any to read the full closed-pick write-up.

The reversion model (screener)

One end-of-day read per S&P 500 name, blended into a 0-100 score for how stretched it is versus its trend.

The reversion model covers roughly all 500 S&P names: “One end-of-day read per S&P 500 name, blended into a 0-100 score for how stretched it is versus its own trend. Higher means more oversold.”

A colour legend reads green = oversold (≥75), gray = neutral, oxblood = overbought (≤25). A search box finds a company; filters toggle between a curated Shortlist and All 500 and sort by Reversion, Score, or A-Z. Each row shows last price, price target and upside, the reversion score with a little meter, and a fundamental score out of 100.

Heads up

If the price data is behind, the screener tells you plainly with an “as of” date rather than pretending the numbers are live.

The reversion model screener

App screen · sample data

Ticker profile (“second opinion”)

A full profile for any company: price, returns, model scores, the house view, and every mention.

Search any company to get its profile: name, sector, exchange, and whether it's in the S&P 500. A price card shows last price, today's change, a chart, the 52-week high and distance from it, and year-to-date return; Returns shows 1-month, 3-month, 1-year, and versus the S&P.

You also get Model scores (price target, fundamental score, reversion score), the House view (the club's written opinion, signed by Salomon and dated), a summary compiled from his letters, which portfolios hold it, letters mentioning it, and tickers it's “mentioned alongside”.

Tip

No coverage yet? Tap “Request coverage” to ask the desk to write about the name, it confirms with “Coverage requested ✓”.

A ticker profile / second opinion

App screen · sample data

07 · Account & billing

Account & billing

Reached from the More tab via your name card, who you are, your plan, your devices, and your data.

Your account

Your name, email, role, founding badge, and how long you've been a member.

From the More tab, tap your name card to open your account. It shows who you're signed in as, name, email, your role (with a gold FOUNDING badge if you're a founding member), and how long you've been a member.

The Account & billing screen

App screen · sample data

Billing & plan

Your plan and status, when it renews or ends, and a secure “Manage billing” portal.

The Billing section shows your plan and status and when it renews or ends. A “Manage billing” button opens the secure billing portal in a browser, where payment details are handled, StandPoint never stores your card.

Language (English / Français)

Switch the app between English and Français from your account.

Under Language you can switch the app between English and Français. Your choice is remembered on this device and synced to your account, so the website and transactional emails follow the same preference.

Devices & signing out everywhere

See every place you're signed in, and end all sessions at once if you need to.

Devices lists everywhere you're signed in, device, country, and last used, with “this device” marked. A “Sign out everywhere” button ends every session at once, which is the fastest way to secure your account if a device is lost.

Your data (email, export, deletion)

Change your email, export your data, or request account deletion.

Under Your data you can Change email (a confirmation link goes to the new address), Export my data (bundles up your data to save or share), and Delete my account (sends a deletion request to the desk).

Membership & support

Reactivate if you're alumni, contact the desk, or read the terms and privacy policy.

If you're alumni, a “Request to reactivate” button appears. Support links let you Contact the desk (which emails salomon@standpointhq.com) and open Terms & privacy. The app version number and a Sign out button sit at the bottom.

08 · Notifications

Notifications

Quiet push alerts, only for the things worth interrupting you.

Turning on notifications & choosing types

Enable push, then pick exactly which alerts you want: new letters, new picks, drift, and billing.

In your account, switch on quiet push notifications and pick exactly which ones you want. Each is a simple on/off toggle.

  1. New letters, when Salomon publishes.
  2. New picks, when the desk opens a position.
  3. Drift alerts, when the desk exits a name you hold.
  4. Billing & renewals, plan and payment reminders.

Note

Push only works on a real iPhone, on the simulator the app notes this. Notifications stay deliberately sparse; the club would rather stay quiet than cry wolf.

The notification settings

App screen · sample data

09 · Troubleshooting

Troubleshooting & FAQ

The handful of things members ask most, and how to put each right.

I can't sign in

Wrong code, expired or already-used link, or an unrecognised email, here's what to do.

If a code is wrong, a link has expired, or a link was already used, the app tells you plainly and lets you request a fresh one. Use “Resend code” (after the short countdown) or request a new link, and make sure you're using the exact email tied to your membership.

Heads up

If your email isn't recognised at all, your application may not be accepted yet, or you may be using a different address than you applied with. Contact the desk at salomon@standpointhq.com.

Prices look old, or I'm offline

The app keeps recently viewed content readable offline and is honest when prices may be stale.

If you lose connection, a banner reads “Offline, showing saved data. Prices may be stale,” and recently viewed letters, picks, and data stay readable. When you're back online, pull down to refresh on almost any screen to pull the latest prices and content.

Is there a dark mode?

No, the warm, paper look is deliberate. “A club has a single voice.”

There's no dark mode, and that's intentional. StandPoint is warm and paper-coloured throughout, closer to a private bank's annual report than a crypto exchange. As the design principle goes, “a club has a single voice.”

Contacting the desk

For anything not covered here, email the desk directly, a real person reads it.

For anything this guide doesn't answer, use “Contact the desk” in your account, or email salomon@standpointhq.com directly. The tone throughout StandPoint is a real person writing to you, support is no different.

Still stuck?

A real person reads every note.

If this guide doesn’t answer your question, write to the desk directly, or use “Contact the desk” inside the app under your account.

Salomon@standpointhq.com