Portfolio Intelligence (personal) · effective 10-Nov-2026
Portfolio Intelligence is a private tool used only by its owner for their own household's investment records. It is not offered, sold or licensed to anyone else, and no one else may use it.
The tool records and checks transactions. It does not give investment, tax or legal advice and does not execute orders.
It is provided as is, without warranty of any kind. The owner reviews every transaction before it is recorded.
These terms may change; the effective date above shows the current version.