Docs
Your account
Saving reports, watchlist add and refresh, access codes, billing through the Stripe portal, notification preferences, and signing out.
This page covers the account lifecycle: signing in, saving reports, tracking assets, access codes, billing, email preferences, and signing out. For a tour of every workspace page, see Your workspace.
Signing in
Sign-in is passwordless. You enter your name and email on /login, tick the consent box, and a sign-in link is emailed to you. No password, no credit card.
Sign-in links are device-bound. Open the link on the same device and browser where you requested it. If a link fails, request a fresh one rather than forwarding or reusing an old one.
Sign-in sits behind a launch flag. The flag is checked before anything else on every sign-in-link request, so while it is closed nobody gets a link — existing account holders included, not just people signing up for the first time. The request is refused with a plain message — "Account sign-up isn’t open yet. RealSiteWorth is free to use without an account." — and the anonymous valuation path keeps working.
Saving reports
Signed-in valuations are recorded to your history automatically. You do not press a save button to keep a row; running the valuation while signed in is what creates it.
Each row in Saved Reports carries one of three states:
| State | Meaning |
|---|---|
| Saved | The run has a durable snapshot and a complete mode |
| Needs proof | The run finished on a mode weaker than a full estimate |
| Draft | No durable snapshot yet, so snapshot-backed tools are unavailable |
The email-summary, export, and share cards on a report detail page appear only on rows with a durable snapshot. On a Draft row they are replaced with a note saying the durable save is still pending.
Exports are print-ready HTML files that you print to PDF from your browser. They are tier-trimmed before generation, and free-account exports carry a TEASER watermark.
Watchlist
The watchlist tracks assets you care about and keeps their latest saved range next to them.
Adding. The add form takes a surface and a target. Five surfaces are available: website/domain, Instagram handle, TikTok handle, newsletter/Substack, and e-commerce store. E-commerce entries require at least a monthly revenue figure and a Basic or Pro plan — free accounts get a 403 reading "Store valuations (and store watchlist entries) are part of Basic."
Slots. 5 on Free, 10 on Basic, 50 on Pro. At the cap, the add form is hidden and a direct API call returns 409 — remove an asset before adding another.
Refreshing. Each tracked asset has a Refresh button that reruns the valuation and writes a new snapshot. Refreshes are capped per asset per UTC day: 5 on Free and Basic, 20 on Pro. The counter is keyed to the specific asset, so refreshing one asset does not consume another's allowance. The window resets at 00:00 UTC.
Access codes
/account/access-code applies a launch access code to a free account. An active code:
- lifts watchlist slots above the free default of 5, typically to 10
- lifts the monthly basic allowance above the free default of 50, typically to 150
- changes your plan badge to "Expanded free access"
The two lifted numbers are carried on the code itself rather than fixed in the product, so a given code can grant more or less than the typical amounts. The panel names the active code and shows its expiry when it has one. Codes are normalised to uppercase letters, digits, and hyphens on entry, so case and spacing do not matter.
Billing
/account/billing is not a page — it looks up your Stripe customer record and redirects you to a short-lived Stripe-hosted Customer Portal session. There you manage your payment method, cancel or resume your subscription, and download invoices. When you are done it returns you to /account.
If your account has no Stripe customer mapped — you have never subscribed — the route returns a 404 with a no_subscription message. The manage-billing control is hidden for accounts without a subscription, so you should not normally hit this.
Plan changes take effect when Stripe confirms them, not when you revisit the site:
- After checkout, Stripe returns you to
/account, which claims the session and re-renders on your new plan immediately. No sign-out or waiting required. - A cancellation drops you to Free as soon as the subscription status changes.
- A failed card retry (
past_due) keeps your paid tier during the dunning grace window, so a billing hiccup does not lock you out mid-cycle.
For payment problems that do not resolve, see Troubleshooting.
Notification preferences
The Notification preferences card lives in Settings and on the dashboard home. It covers:
- Product email toggle. A single account-level switch, managed through the settings form (
notify_revaluation). It governs the scheduled emails RealSiteWorth actually sends — the weekly portfolio digest and the stale-report reminder. Turning it off stops both. Per-change alerts, meaning an email the moment a watched asset's value moves, are not sent today, and this switch does not turn them on. - Per-domain alert summary. A read-only display of which tracked domains have alerts stored against them. It is a summary of saved state, not a configuration surface — there are no per-domain alert types or delivery channels to choose in the product today.
- Unsubscribe. Every RealSiteWorth email carries a one-click unsubscribe link that stops all email at once.
Product emails are on by default when you create an account and can be turned off in Settings.
Signing out
Use the Sign out button at the bottom of the workspace sidebar. It posts to /api/auth/logout and returns you to the sign-in page. Signing out is global — it ends your session on every device you are signed in on, not just the one you clicked from. To get back in, request a fresh sign-in link.
