This policy explains how InvySmart collects, uses, and protects your information.

Privacy PolicyThis policy explains how InvySmart collects, uses, and protects your information.

Effective date
October 9, 2026
Information we collect
  • Account details (email, username) and authentication data.
  • Usage and device data (pages viewed, interactions, approximate location by IP).
  • Content you submit (posts, watchlists, portfolios, uploaded documents where applicable).
How we use your data
  • To provide and improve the product (screeners, portfolio insights, backtests).
  • To secure accounts, prevent fraud, and enforce policies.
  • To communicate product updates and support responses.
Cookies & similar technologies
We use cookies/local storage for session management, preferences, and basic analytics.
Your choices
  • You can update profile details in the app.
  • You can request deletion or export of certain data by contacting support.
Data accuracy & user responsibility
YOU ARE SOLELY RESPONSIBLE for the accuracy, completeness, and appropriateness of all data, content, and information you submit to InvySmart. While we strive to provide reliable services, we do not guarantee the accuracy, completeness, timeliness, or reliability of any data, market information, analytics, or content. All use of the platform and reliance on any information provided is at your sole risk. You are responsible for verifying all data and decisions before acting on them.
Data "as is" & no warranty
THE SERVICE AND ALL DATA, CONTENT, AND MATERIALS ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED. WITHOUT LIMITING THE FOREGOING, WE DISCLAIM ALL WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, QUIET POSSESSION, NON-INFRINGEMENT, AND ANY WARRANTIES ARISING OUT OF COURSE OF DEALING OR USAGE OF TRADE. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, SECURE, OR ERROR-FREE, THAT DEFECTS WILL BE CORRECTED, OR THAT THE SERVICE OR DATA WILL BE ACCURATE OR RELIABLE.
Investment risk acknowledgment
YOU ACKNOWLEDGE AND ACCEPT THAT ALL TRADING ACTIVITIES, INCLUDING BUT NOT LIMITED TO TRADING BASED ON AUTOMATED SIGNALS, SCREENED OPPORTUNITIES, OR EXECUTION THROUGH THE PLATFORM, CARRY INHERENT FINANCIAL RISKS. YOU COULD LOSE SOME OR ALL OF YOUR INVESTED FUNDS. YOU BEAR FULL RESPONSIBILITY FOR ALL TRADING DECISIONS, EXECUTIONS, AND OUTCOMES. INVESTSMART IS NOT A FINANCIAL ADVISOR; YOU SHOULD CONSULT YOUR OWN INDEPENDENT FINANCIAL ADVISOR BEFORE MAKING ANY TRADING OR INVESTMENT DECISIONS. THE FREE SCREENING TOOLS AND REFERENCE IMPLEMENTATIONS PROVIDED ARE FOR EDUCATIONAL AND RESEARCH PURPOSES ONLY AND DO NOT CONSTITUTE A RECOMMENDATION TO TRADE OR INVEST.
Contact
Questions or requests:
Products

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Every InvySmart workspace, one click away.

Stock Screener

Filter global stocks with presets and build a shortlist in seconds.

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Live Quotes

Open charts, prices, and AI summaries for any ticker or index.

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Watchlist

Track favorites and import lists from Finviz or TradingView.

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Portfolio

Monitor allocations, risk, and optimization ideas in one view.

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Backtest Lab

Validate setups with historical metrics and an action plan.

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Wealth Excel

Extract bank statements and organize spending, budgets, goals.

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Market Calendar

Track earnings, dividends, and economic events worldwide.

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Strategy Studio

Build, backtest, and deploy strategies with AI-powered code generation.

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Charts

Interactive candlestick and technical charts for any symbol.

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