Draft for early access. Replace the bracketed details and have it reviewed by a lawyer before any public launch.

Terms of use

Last updated: [date]. Operated by [operator name], [address].

What the service is

Portfolio Intelligence lets advisers record model portfolios, recommendations and research, and lets their approved clients view the portfolios linked to them. Profit, loss and risk figures are calculated from the transactions entered and from public market data.

What it is not

The service does not place trades, hold money or securities, or connect to any brokerage account. A recorded transaction is a record in a model portfolio, not an executed trade.

Not investment advice

Scores, charts and research are analytical information. They are not recommendations to buy, sell or hold any security. Recommendations an adviser records are that adviser's own and are their responsibility. Unless stated otherwise, the operator is not registered with SEBI as an investment adviser or research analyst.

Accounts

You must give accurate details, keep your password and email account secure, and be at least 18. Adviser accounts are approved by the operator; client accounts are approved by the client's adviser. Accounts may be suspended for misuse, including trying to access another person's data.

Data accuracy

Market data comes from public sources and may be delayed, incomplete or wrong. Always check important figures against your broker's contract notes and official statements.

Liability

The service is provided as it is during early access. To the extent the law allows, the operator is not liable for losses arising from reliance on the service, data delays or errors, or interruptions.

Changes and contact

These terms may change; significant changes will be notified by email. Contact: [email]. Governed by the laws of India; courts at [city].