Terms

FolioTrakr is invitation-only and still being built. Features change, and the service may be interrupted or withdrawn without notice. Please keep your own backups of anything you would be sorry to lose — Settings → Backup all data exports everything.

Nothing in FolioTrakr is investment, financial, tax or legal advice.That includes everything the AI features produce: buy and sell verdicts, price projections, retirement suggestions and chat answers. They are generated by a language model and can be wrong, out of date, or confidently mistaken.

FolioTrakr is not a broker, an investment adviser, or a financial planner, and no one here is licensed as one. Decisions about your money are yours, and worth checking with someone qualified.

Prices and company information come from third-party providers and are not guaranteed to be accurate, complete or current. Figures may be delayed. Do not rely on this app as a system of record — your broker's own statements are authoritative.

It is yours. Export it at any time, and delete it — along with your account — from Settings. What is stored and who it is shared with is described in the privacy notice.

The service is provided as-is, without warranty of any kind. It is offered free during the beta, and to the extent the law allows, FolioTrakr is not liable for losses arising from its use — including investment losses, lost data, or downtime.