01
Informational use
Investment Tracker is a centralized portfolio and trading journal workspace. It does not provide financial, investment, tax, legal, or accounting advice.
Terms
Use the centralized workspace as a record system, not as advice.
These terms describe the intended use of Investment Tracker for local development and private preview deployments. Last updated May 3, 2026.
Use terms
Clear boundaries for a centralized finance workspace.
02
User responsibility
You are responsible for the records you import, the broker connections you enable, the accuracy of portfolio settings, and any decisions made from the resulting views.
03
Private deployment controls
Operators should configure registration mode, authentication secrets, cookies, CORS origins, and database settings before using a deployment with real financial records.
04
Data and availability
Local and preview deployments may depend on local services, configured API keys, broker availability, and database state. Backups for centralized records and operational monitoring are the operator's responsibility.
05
Broker integrations
Broker sync is optional and may be disabled when SnapTrade credentials are not configured. Third-party broker connectivity is subject to the provider's own availability and terms.
Product
Review the feature tour before opening the app.
The tour explains how imports, positions, journal notes, and reports centralize into one product.