Last Updated: May 2026
Terms of Service
Acceptance of Terms
By using Portfolio Insights, you agree to these Terms of Service. If you do not agree, do not use the app.
App Purpose
Portfolio Insights is for personal portfolio tracking and informational purposes only. The app helps users organize portfolio information, review performance, understand allocation, and analyze exposures.
No Financial Advice
Portfolio Insights does not provide financial, investment, tax, legal, or accounting advice. Information shown in the app is not a recommendation to buy, sell, hold, or trade any security or asset.
No Brokerage or Trading
Portfolio Insights is not a broker, exchange, trading platform, investment adviser, or custodian. The app does not execute trades, hold assets, transfer funds, or provide brokerage services.
User Responsibility
Users are responsible for their own investment decisions. You should independently verify information and consult qualified professionals before making financial decisions.
Data Accuracy
Portfolio information, market data, analytics, calculations, and third-party information may be delayed, incomplete, or inaccurate. You are responsible for reviewing and verifying data entered into or displayed by the app.
Subscriptions and Purchases
Some features may require a subscription or purchase. Purchases made through Apple are handled by Apple under the applicable App Store terms. Subscription cancellation and refund requests are managed through Apple where required.
Limitation of Liability
To the maximum extent permitted by law, Portfolio Insights and its developer will not be liable for losses, damages, investment outcomes, data loss, or other claims arising from your use of or inability to use the app.
Changes to Terms
We may update these Terms of Service from time to time. Continued use of the app after updates means you accept the revised terms.
Contact
For questions about these Terms, contact support@portfolioinsights.app.