Early preview

Terms of use

InvestmentOS is an early-preview tool for organizing investment research, trade plans and portfolio records. Product features and availability may change.

It uses end-of-day market data. Prices, setups and notifications may be delayed, incomplete or corrected later. It is not a live trading terminal and it does not place orders or act as your broker.

Setups, backtests, simulated results and portfolio calculations are informational tools, not personalized investment recommendations or guarantees of future results. Check market information and order details with your broker before trading.

You are responsible for the accuracy of entries you make and for protecting your account and any provider token you connect. Do not use someone else’s account or upload information you are not entitled to provide.

You can end a session by signing out. An application administrator can deactivate an account so it can no longer sign in. Deactivation does not by itself delete stored records. There is no in-app export or self-service account deletion.

Last updated: 16 September 2026.