Terms of Service

By accessing or using the Portio platform, you agree to be bound by these Terms of Service and all applicable laws and regulations. If you do not agree with any of these terms, you are prohibited from using or accessing this site.

Portio is an investment technology platform that enables users to build and manage values-based investment strategies. Portio does not provide investment advice. All tools are provided for informational and educational purposes only.

You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. You agree to immediately notify Portio of any unauthorized use of your account.

Portio does not provide investment advice, financial advice, trading advice, or any other sort of advice. Nothing on the platform constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments.

All investment strategies involve risk, including the possible loss of principal. Past performance does not guarantee future results. You are solely responsible for your investment decisions.

The platform and its original content, features, and functionality are owned by Portio and are protected by international copyright, trademark, patent, trade secret, and other intellectual property laws.

You agree not to:

• Use the platform for any unlawful purpose
• Attempt to gain unauthorized access to our systems
• Interfere with or disrupt the platform or its servers
• Reverse engineer or decompile any part of the platform
• Use automated systems to extract data from the platform

In no event shall Portio, its directors, employees, partners, 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.

We may terminate or suspend your account immediately, without prior notice or liability, for any reason, including breach of these Terms. Upon termination, your right to use the platform will cease immediately.

We reserve the right to modify or replace these Terms at any time. Material changes will be communicated via the platform or email. Continued use after changes constitutes acceptance of the new Terms.

Questions about these Terms can be submitted through our contact page.