Terms of Service

Last updated: February 17, 2026

Acceptance of Terms

By using Portolio, you agree to these terms. If you don't agree, please don't use the service.

What Portolio Provides

Portolio is a portfolio tracking tool that aggregates SEC filings for your convenience. We source filings from the public SEC EDGAR database and display them in a readable format.

Not Financial Advice

Portolio is an informational tool only. Nothing on this platform constitutes financial, investment, legal, or tax advice. Always do your own research and consult a qualified professional before making investment decisions.

Your Account

You are responsible for keeping your account credentials secure. One account per person. Don't share accounts or use the service for anything illegal.

Data Accuracy

We pull data directly from SEC EDGAR and display it as-is. While we strive for accuracy, we cannot guarantee that all data is complete or error-free. Always verify critical information against the original SEC filings at sec.gov.

Service Availability

We aim to keep Portolio available but cannot guarantee 100% uptime. The service may be temporarily unavailable for maintenance or due to circumstances beyond our control.

Limitation of Liability

Portolio is provided "as is" without warranties. We are not liable for any investment decisions made based on information displayed in the app, or for any losses arising from service interruptions or data inaccuracies.

Changes

We may update these terms from time to time. Continued use of the service after changes constitutes acceptance of the updated terms.