By using InvySmart, you agree to these terms. Please read them carefully.
Terms of ServiceBy using InvySmart, you agree to these terms. Please read them carefully.
Effective date
October 9, 2026
Market data license
Quote pages, chart summaries, AI market context, and related dataset-style metadata on InvySmart are provided for public research and discovery under a proprietary InvySmart content license. The data and page content may be viewed and linked for normal browsing and search indexing, but may not be bulk copied, republished, redistributed, resold, or used to create a competing market-data product without prior written permission.
No investment advice
InvySmart provides tools and information for research and education. Nothing on the platform constitutes financial, legal, or tax advice. YOU ARE SOLELY RESPONSIBLE for your investment decisions, trades, and outcomes. You are responsible for verifying all strategies, signals, and data before executing any trades.
User responsibility
YOU EXPRESSLY ACKNOWLEDGE AND AGREE THAT ALL ACTIONS TAKEN THROUGH THE PLATFORM — INCLUDING BUT NOT LIMITED TO STRATEGY DEPLOYMENT, SIGNAL ACCEPTANCE, ORDER PLACEMENT, APPROVAL QUEUE CONFIRMATIONS, AND EXECUTION — ARE YOUR SOLE RESPONSIBILITY. You are responsible for configuring risk controls, reviewing all trades before execution, and ensuring compliance with applicable laws, regulations, and your broker's rules. InvySmart is not responsible for any trades, losses, or damages resulting from your use of automated or manual execution features.
Automated Trading Disclosure
AUTOMATED TRADING CARRIES INHERENT RISKS. You acknowledge that automated execution may result in losses exceeding your expectations due to system failures, network latency, broker API errors, market gaps, strategy bugs, or misconfigured risk parameters. You are solely responsible for testing all strategies in paper-trade or manual-approval mode before enabling robo execution, monitoring active bots at all times, and configuring kill switches and risk controls appropriate for your risk tolerance. InvySmart provides no assurance that automated features will perform without error or loss.
Accounts
- You must provide accurate information and keep your credentials secure.
- You are responsible for activity under your account.
Acceptable use
- Do not misuse the service, attempt unauthorized access, or disrupt availability.
- Do not upload unlawful or infringing content.
Termination
We may suspend or terminate access if we believe there is a security risk, policy violation, or illegal activity.
Lifetime plan
“Lifetime” means access for as long as the InvySmart service is available. If the service is discontinued or becomes unavailable, Lifetime access ends and no refund is due solely because the service is no longer available.
Limitation of liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, INVYSMART IS NOT LIABLE FOR INDIRECT, INCIDENTAL, OR CONSEQUENTIAL DAMAGES. IN NO EVENT SHALL INVYSMART, ITS AFFILIATES, OR THEIR RESPECTIVE DIRECTORS, OFFICERS, EMPLOYEES, OR AGENTS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR EXEMPLARY DAMAGES, INCLUDING BUT NOT LIMITED TO TRADING LOSSES, PROFITS, DATA LOSS, BUSINESS INTERRUPTION, OR OTHER INTANGIBLE LOSSES ARISING OUT OF THE USE OF OR INABILITY TO USE THE SERVICE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. THE TOTAL AGGREGATE LIABILITY OF INVYSMART SHALL NOT EXCEED THE GREATER OF THE AMOUNTS PAID BY YOU TO INVYSMART IN THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM OR USD $100.
Investment risk acknowledgment
YOU ACKNOWLEDGE AND ACCEPT THAT ALL TRADING ACTIVITIES, INCLUDING AUTOMATED EXECUTION BASED ON SIGNALS, SCREENS, 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. THE FREE SCREENING TOOLS AND REFERENCE IMPLEMENTATIONS (INCLUDING THE FREESCREENER) ARE FOR EDUCATIONAL AND RESEARCH PURPOSES ONLY AND DO NOT CONSTITUTE A RECOMMENDATION TO TRADE OR INVEST. ALWAYS TEST STRATEGIES IN PAPER-TRADING OR MANUAL-APPROVAL MODE BEFORE ENABLING AUTOMATED EXECUTION.
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.THE DATA AND INFORMATION PROVIDED ARE NOT GUARANTEED OR WARRANTED FOR ACCURACY, COMPLETENESS, OR TIMELINESS. YOU AGREE THAT YOU ARE SOLELY RESPONSIBLE FOR VERIFYING ALL DATA, SIGNALS, AND EXECUTION DECISIONS BEFORE ACTING ON THEM. UNDER NO CIRCUMSTANCE SHALL INVYSMART BE LIABLE FOR ANY TRADING LOSSES, DAMAGES, OR LOSSES ARISING FROM THE USE OF OR INABILITY TO USE THE SERVICE OR ANY DATA PROVIDED HEREUNDER.
Products
Explore the tools
Every InvySmart workspace, one click away.
Stock Screener
Filter global stocks with presets and build a shortlist in seconds.
OpenLive Quotes
Open charts, prices, and AI summaries for any ticker or index.
OpenWatchlist
Track favorites and import lists from Finviz or TradingView.
OpenPortfolio
Monitor allocations, risk, and optimization ideas in one view.
OpenBacktest Lab
Validate setups with historical metrics and an action plan.
OpenWealth Excel
Extract bank statements and organize spending, budgets, goals.
OpenMarket Calendar
Track earnings, dividends, and economic events worldwide.
OpenStrategy Studio
Build, backtest, and deploy strategies with AI-powered code generation.
OpenCharts
Interactive candlestick and technical charts for any symbol.
Open