Support

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Questions about Floom — including the Floom for Excel add-in? Reach our team and we'll get back to you within one business day.

Guides & how-tos

Step-by-step help articles for setting up and using Floom:

Ask Claude about your portfolio — add the Floom connector to Claude and query your live portfolio data in plain English.
Floom for Excel — pull your portfolio data straight into a spreadsheet and push updates back out to Floom.

Browse all articles on the Floom blog.

To help us resolve your question faster, let us know what you were trying to do and which product you were using.