Terms of Service

Last updated: May 26, 2026

Please read these Terms of Service ("Terms") carefully before using rebalanceit.app ("the Service"), operated by the reBALANCE project. By accessing or using the Service you agree to be bound by these Terms.

1. Educational Purpose Only

reBALANCE is an educational portfolio allocation tool provided for informational purposes only. Nothing on this Service constitutes financial, investment, tax, or legal advice. All calculations, allocations, and rebalancing suggestions are illustrative and should not be relied upon to make real investment decisions.

Always consult a qualified financial advisor before making investment decisions.

2. No Warranties

The Service is provided "as is" and "as available" without any warranty of any kind, express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, or non-infringement. We do not warrant that:

The Service will be uninterrupted, error-free, or secure
Any prices, calculations, or data displayed are accurate or up to date
Results obtained from using the Service will be accurate or reliable

Live price data is fetched from third-party sources and may be delayed, inaccurate, or unavailable.

3. Limitation of Liability

To the maximum extent permitted by applicable law, in no event shall reBALANCE, its operators, contributors, or affiliates be liable for any indirect, incidental, special, consequential, or punitive damages — including lost profits, data loss, or financial losses — arising from your use of or inability to use the Service, even if advised of the possibility of such damages.

4. Acceptable Use

You agree not to:

Use the Service for any unlawful purpose
Attempt to disrupt, overload, or compromise the Service or its infrastructure
Scrape, crawl, or systematically extract data from the Service without permission
Use the Service to provide financial advice to third parties

5. Short Links

The Service offers a link-sharing feature that stores a snapshot of your portfolio configuration (tickers, values, and target percentages) on our servers. By using this feature you acknowledge that:

The snapshot is accessible to anyone with the link
No personally identifiable information is stored — only the portfolio data you explicitly share
We may delete stored snapshots at any time without notice

6. Intellectual Property

The Service and its original content, features, and functionality are the property of the reBALANCE project. You may use the Service for personal, non-commercial purposes. You may not copy, modify, distribute, or create derivative works based on the Service without prior written permission.

7. Third-Party Services

The Service uses the following third-party services:

Google Fonts — for typography (subject to Google's Terms of Service)
Yahoo Finance (yfinance) — for live price data (server-side only; no user data is shared)

8. Modifications to the Service

We reserve the right to modify, suspend, or discontinue the Service at any time without notice. We shall not be liable to you or any third party for any modification, suspension, or discontinuation of the Service.

9. Changes to These Terms

We may update these Terms from time to time. We will indicate the date of the latest revision at the top of this page. Continued use of the Service after any changes constitutes your acceptance of the new Terms.

10. Governing Law

These Terms shall be governed by and construed in accordance with applicable law. Any disputes arising under these Terms shall be subject to the exclusive jurisdiction of the competent courts.

11. Contact

If you have any questions about these Terms, please refer to our Privacy Policy or reach out through the project's public repository.