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Terms and Conditions for Portolio


Terms of Service
Effective Date: April 25, 2025

Welcome to Portolio (https://portolio.app), a web platform designed to help you create custom KPIs and track your investment ideas.

By accessing or using our services, you agree to be bound by these Terms of Service ("Terms"). If you do not agree with these Terms, please do not use the platform.

1. Use of the Platform
Portolio provides tools for creating and tracking custom KPIs in your investment watchlists. When you purchase a package, you gain access to the platform and its tools. You are responsible for any activity that occurs under your account.

2. User Content and Ownership
You retain ownership of any KPIs, watchlists, or data you create. However, any custom KPIs uploaded to the platform may be accessible by other subscribers. You may delete your data, KPIs, and watchlists at any time.

3. Data Collection
We collect the following personal information:
- Name
- Email
- Payment information
- Optional: Brokerage information, including position sizing and total portfolio value

We also collect non-personal data via cookies to improve user experience.

For more details, refer to our Privacy Policy: https://portolio.app/privacy-policy

4. Account Security
You are responsible for maintaining the confidentiality of your login credentials and for all activities that occur under your account.

5. Prohibited Activities
You agree not to:
- Use the platform for unlawful purposes
- Reverse-engineer, duplicate, or distribute any part of the service
- Upload malicious software or harm the platform’s integrity

6. Termination
We reserve the right to suspend or terminate your access to Portolio if you violate these Terms.

7. Modifications to the Terms
We may update these Terms from time to time. Users will be notified by email of any significant changes.

8. Governing Law
These Terms are governed by the laws of the United States.

9. Contact
If you have any questions about these Terms, please contact us at:
dividend.solo@gmail.com

Thank you for using Portolio.