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Portfolio Pie

Terms of Service

Last updated: January 1, 2024

Acceptance of Terms

By accessing or using Portfolio Pie ("Service"), you agree to be bound by these Terms of Service ("Terms"). If you disagree with any part of these terms, you may not access the Service.

Description of Service

Portfolio Pie is a portfolio management platform that helps users track asset allocation, receive drift alerts, and get educational guidance about portfolio management. We provide tools and information but do not provide financial advice or execute trades.

Eligibility

You must be at least 18 years old to use this Service. By using the Service, you represent and warrant that:

  • You are at least 18 years of age
  • You have the legal capacity to enter into these Terms
  • Your use of the Service will not violate any applicable law or regulation

User Accounts

To use certain features of the Service, you must create an account. You are responsible for:

  • Maintaining the confidentiality of your account credentials
  • All activities that occur under your account
  • Notifying us immediately of any unauthorized use
  • Providing accurate and complete information

Financial Data and Account Connections

When you connect financial accounts through our Service:

  • We use Plaid to securely connect to your accounts with read-only access
  • We do not store your banking credentials
  • You can disconnect accounts at any time
  • You are responsible for the accuracy of manually entered data

Prohibited Uses

You may not use the Service:

  • For any unlawful purpose or to solicit others to perform unlawful acts
  • To violate any international, federal, provincial, or state regulations or laws
  • To transmit or procure the sending of any advertising or promotional material without our prior written consent
  • To impersonate or attempt to impersonate the Company, a Company employee, another user, or any other person or entity
  • In any way that infringes upon the rights of others, or in any way is illegal, threatening, fraudulent, or harmful
  • To engage in any other conduct that restricts or inhibits anyone's use or enjoyment of the Service

Educational Content and Disclaimers

Important: Portfolio Pie provides educational content and portfolio management tools only. We do not provide financial advice, investment recommendations, or tax advice.

  • All content is for educational purposes only
  • We do not execute trades or manage investments on your behalf
  • You are solely responsible for your investment decisions
  • Past performance does not guarantee future results
  • Consult with qualified professionals for personalized advice

Intellectual Property Rights

The Service and its original content, features, and functionality are and will remain the exclusive property of Portfolio Pie and its licensors. The Service is protected by copyright, trademark, and other laws.

User Content

You retain ownership of any content you submit to the Service. By submitting content, you grant us a worldwide, non-exclusive, royalty-free license to use, reproduce, and display such content in connection with the Service.

Privacy Policy

Your privacy is important to us. Please review our Privacy Policy, which also governs your use of the Service, to understand our practices.

Termination

We may terminate or suspend your account and bar access to the Service immediately, without prior notice or liability, under our sole discretion, for any reason whatsoever, including without limitation if you breach the Terms.

You may terminate your account at any time by contacting us or using the account deletion feature in the Service.

Disclaimers

The information on this Service is provided on an "as is" basis. To the fullest extent permitted by law, this Company:

  • Excludes all representations and warranties relating to this Service and its contents
  • Does not warrant that the Service will be constantly available, or available at all
  • Makes no representations or warranties regarding the accuracy or completeness of any information

Limitation of Liability

In no event shall Portfolio Pie, nor its directors, employees, partners, agents, suppliers, or affiliates, be liable for any indirect, incidental, special, consequential, or punitive damages, including without limitation, loss of profits, data, use, goodwill, or other intangible losses, resulting from your use of the Service.

Governing Law

These Terms shall be interpreted and governed by the laws of the State of Delaware, without regard to its conflict of law provisions. Our failure to enforce any right or provision of these Terms will not be considered a waiver of those rights.

Changes to Terms

We reserve the right, at our sole discretion, to modify or replace these Terms at any time. If a revision is material, we will provide at least 30 days notice prior to any new terms taking effect.

Contact Information

If you have any questions about these Terms of Service, please contact us:

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