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Terms
Plain-language information for the hosted Portfolio Analytics Lab beta.
Beta service
Portfolio Analytics Lab is an evolving analytics tool. Features, providers and calculated views can change, and availability is not guaranteed.
Informational use
PAL provides portfolio organization and analytical estimates. It is not financial, investment, legal or tax advice, certified tax software, a broker statement, or a tax filing service.
Data responsibility
You are responsible for the accuracy and lawful use of broker credentials, manual uploads, mappings and exported information. Verify important figures against official broker, issuer and tax records.
Market data
Prices, FX, metadata, benchmarks and dividend events can be delayed, incomplete or unavailable. Estimated history and forecasts are labelled and should not be treated as execution prices or guaranteed outcomes.
Acceptable use
Do not attempt to access another account, bypass limits, disrupt background services, scrape private diagnostics, or use PAL to execute unlawful activity. Use read-only broker access wherever supported.
No trade execution
PAL does not place orders or provide personalized trade recommendations. Decisions and resulting gains or losses remain yours.