Terms of Use

The rules and guidelines for using our portfolio tracking platform.

Last Updated: August 4, 2026
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Critical Financial Disclaimer

By accessing or using our platform, you acknowledge that you have read and understood our non-advisory status and our data policies.

1. Non-Advisory Status

This platform is a data visualization and portfolio management tool. The developer and the service do not provide financial, investment, legal, or tax advice. We are not a registered broker-dealer, financial advisor, or wealth management firm.

All content and calculations are provided for informational and educational purposes only. You should never make investment decisions based solely on the data provided by this application. Always consult with a qualified financial professional.

2. Accuracy of Data and Projections

While we strive to provide accurate calculations, our platform relies on historical market data and third-party APIs which may be subject to error, omission, or delay.

  • End of Day Pricing: Stock prices and FX rates are typically End of Day (EOD) unless explicitly stated otherwise.
  • Projected Income: Dividend dividend projections are based on historical data and announced payments. They are subject to change based on corporate actions.
  • Historical Data: Performance tracking uses historical values that may be revised by market providers at any time.

We do not warrant that the application will be uninterrupted or error-free, and we are not liable for discrepancies between our data and your brokerage records.

3. User Conduct and Account Security

As a user of the service, you agree to the following responsibilities:

  • Confidentiality: You are responsible for maintaining the password for your account and for all activity performed under your login.
  • Lawful Use: You agree not to use the service for any purpose that is prohibited by law.
  • Prohibited Activity: You are prohibited from attempting to programmatically extract data from the platform for commercial reuse.
  • Accurate Entry: The quality of analytics depends on the accuracy of the trade data you enter.
4. Limitation of Liability

Under the maximum extent permitted by law, the developer shall not be liable for any direct or indirect damages resulting from your use of the application, including:

  • Investment losses or financial decisions made based on application data.
  • Platform downtime or technical errors.
  • Unauthorized access to your data due to insecure password management.
5. Subscriptions and Pricing

Certain features may require a paid subscription. All payments are processed via Stripe. By subscribing, you agree to Stripe's terms. Fees are non-refundable unless required by law. Pricing is subject to change with advance notice to active users.

6. Termination of Service

We reserve the right to suspend or terminate your access at any time, without prior notice, for violating these Terms or engaging in conduct harmful to others.

7. Updates to Terms

We may update these Terms of Use from time to time. The latest version will always be available through the global footer.