Terms

A private portfolio organization tool. It combines statements you upload into household views, calculations, and import history.

Keep your sign-in method secure. Use the service only for portfolio data you are authorized to access and upload.

You are responsible for reviewing detected rows, warnings, dates, currencies, and totals before applying an import. Nothing is applied to the portfolio until you choose to apply it.

Values and returns depend on the source data, the cash flows available, exchange rates, and calculation assumptions. They can be incomplete or out of date, and the interface labels which is which.

Investment Sync does not recommend securities, provide tax or legal advice, or replace a qualified professional.

The application and its supported import formats can change. Keep copies of the source records you need outside the service.

The privacy page explains authentication, portfolio records, and the 30-day default retention period for original upload files.