Use of the platform
WealthPie provides a software experience for exploring portfolio pies, ETF and stock slices, allocation rules, cash tracking, and scheduled trade-window workflows.
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These terms explain the intended use of WealthPie across web, iPhone, and Android experiences for pie-based investing, automated allocation, and portfolio planning.
WealthPie provides a software experience for exploring portfolio pies, ETF and stock slices, allocation rules, cash tracking, and scheduled trade-window workflows.
Charts, performance numbers, reviews, and market data shown in this application may be sample data for design and testing purposes unless explicitly connected to a live provider.
Users are responsible for keeping account credentials secure, reviewing allocation percentages before saving, and understanding any tax or investment impact before changing pies or slices.
WealthPie may update these terms as the product evolves. Continued use of the application after an update means you accept the revised terms.