Inertia Wealth

Terms of Service

1. Acceptance of Terms

By accessing and using Inertia Wealth ("the Service"), you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use the Service.

2. Description of Service

Inertia Wealth is a read-only portfolio tracking application. We allow you to import transaction data via CSV files to visualize and analyze your investment performance. Inertia Wealth is not a broker, dealer, or financial advisor.

3. No Financial Advice

The content provided by the Service is for informational purposes only. It does not constitute financial, investment, legal, or tax advice. You should consult with a qualified professional before making any financial decisions. We are not responsible for any losses incurred based on information from the Service.

4. Data Privacy & Security

We prioritize your privacy. The Service is designed to be read-only. We do not require access to your brokerage credentials. You are responsible for the data you upload and for maintaining the security of your account.

5. User Conduct

You agree not to use the Service for any unlawful purpose or in any way that could damage, disable, or impair the Service.

6. Limitation of Liability

To the maximum extent permitted by law, Inertia Wealth shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits or revenues.

7. Changes to Terms

We reserve the right to modify these terms at any time. We will notify users of any significant changes by posting the new terms on this page.

Last updated: April 19, 2026