Terms

Use the product as a research aid, not as a promise

These terms are intentionally short. They focus on what matters operationally for a public research product: what the site is for, what it does not guarantee, and how to behave when using it.

Updated April 16, 2026

Research use only

  • PortfolioSavvy is provided for research, orientation, and education.
  • Nothing on the site is investment, legal, tax, or accounting advice.
  • You are responsible for your own decisions and for verifying important facts at the source.

No guarantee of completeness or uptime

  • Public SEC data can be late, amended, incomplete, or difficult to compare.
  • The site may change, go offline, or update pages and methodology without advance notice.
  • PortfolioSavvy may limit or remove features that harm trust, readability, or operational reliability.

Reasonable use

  • Do not use the service in a way that overloads, abuses, or misrepresents the product.
  • Do not present PortfolioSavvy summaries as if they were official SEC documents or sponsored research reports.
  • If you rely on a page externally, include enough context for readers to trace the original source.

Questions

Questions about these terms can be sent to info@logisoft.pl.

Trust & Policy Surface

Find the important public pages quickly

These pages explain what PortfolioSavvy is, how it uses SEC data, what the limits are, and how privacy and monetization choices are handled.

About What PortfolioSavvy is, who it helps, and what the product is designed to do. Methodology How rankings, summaries, freshness cues, and research pages are assembled. How We Use SEC Filings Which SEC sources we use, how to verify them, and where the limits are. Privacy What account, cookie, telemetry, analytics, and advertising data may be involved. Terms Research-only usage terms, availability expectations, and responsibility boundaries. Advertising Disclosure How sponsored placements are kept low-density and separate from research content. Contact Reach out for corrections, support, partnerships, or privacy/account requests.
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