Terms of Service
These Terms of Service govern your access to and use of CSEPilot, including our portfolio tracking tools, market insights, reports, AI-assisted features, website, and related services.
Last updated: March 2026
Table of Contents
Please review these legal pages together before using investment-related features:
1. Acceptance of Terms
By accessing or using CSEPilot, you agree to these Terms of Service and all applicable laws and regulations.
If you do not agree with any part of these terms, you must stop using the platform.
Your continued use of CSEPilot means you accept these terms and any future updates.
2. Eligibility and Accounts
You are responsible for providing accurate account information and keeping your login details secure.
You are responsible for all activity that happens through your account.
You must not share your account access with unauthorized users or use another person’s account without permission.
CSEPilot may suspend, restrict, or terminate accounts involved in misuse, fraud, suspicious activity, unauthorized access, abuse, or violation of these terms.
3. Permitted Use
You may use CSEPilot for lawful personal, educational, research, portfolio tracking, and professional information purposes.
You must not misuse the platform, attempt unauthorized access, disrupt system security, reverse engineer the software, overload our systems, or use the service in a way that affects other users.
Automated access, bots, scraping, data extraction, or API usage is allowed only where we have clearly authorized it.
4. Financial Content Disclaimer
CSEPilot provides information, analytics, portfolio tools, reports, market data views, and AI-assisted insights for informational and educational purposes only.
CSEPilot does not provide financial advice, investment advice, legal advice, tax advice, accounting advice, or trading recommendations.
We do not recommend buying, selling, holding, or trading any specific shares, securities, or financial instruments.
All investment decisions remain your sole responsibility.
5. Data Sources and Accuracy
CSEPilot may display publicly available data, third-party market data, company information, user-entered portfolio data, calculations, charts, dividend information, and AI-generated summaries.
While we aim to provide accurate and useful information, we do not guarantee that all content will be complete, current, error-free, uninterrupted, or suitable for your specific needs.
Market data, analytics, reports, calculations, and AI outputs may contain delays, errors, omissions, or inaccuracies.
You should independently verify all important information before making any financial decision.
6. AI-Assisted Features
CSEPilot may include AI tools for summaries, portfolio explanations, market insights, report generation, and research assistance.
AI-generated content may be incorrect, incomplete, outdated, or based on limited context.
AI features are provided to support research and understanding only. They should not be treated as professional advice or investment instructions.
You are responsible for reviewing and verifying all AI-generated outputs before relying on them.
7. Intellectual Property
CSEPilot’s platform design, branding, logo, interface, software, content structure, reports, visual elements, code, and original materials are protected by applicable intellectual property laws.
You may not copy, reproduce, modify, redistribute, resell, license, or commercially exploit any part of CSEPilot without written permission.
You may use reports and outputs generated from your own portfolio data for personal or internal professional use, subject to these terms.
8. Service Availability
We aim to keep CSEPilot available and reliable, but we do not guarantee uninterrupted access.
Features may be updated, improved, removed, limited, suspended, or discontinued at any time.
Scheduled maintenance, technical issues, third-party service problems, data provider issues, or security updates may affect access to the platform.
9. Limitation of Liability
To the maximum extent permitted by law, CSEPilot, its owners, operators, developers, partners, and service providers are not liable for any indirect, incidental, special, consequential, punitive, financial, or investment-related losses.
This includes losses arising from use of the platform, reliance on data, AI outputs, calculations, reports, feature behavior, service interruptions, delayed data, incorrect information, user input errors, or third-party services.
Use of CSEPilot is at your own risk.
10. Termination
ou may stop using CSEPilot at any time.
We may suspend, restrict, or terminate your access if you violate these terms, misuse the platform, create security risks, attempt unauthorized activity, or use the service in a harmful or unlawful way.
Termination may also apply where required by law, compliance obligations, or platform protection needs.
11. Changes to Terms
We may update these Terms of Service from time to time to reflect product changes, legal requirements, security updates, or business needs.
Important updates may be communicated through the website, in-app notices, email, or other appropriate channels.
Continued use of CSEPilot after changes means you accept the updated terms.
Legal and Risk Reminder
CSEPilot is an information, tracking, analytics, and reporting platform only.
Investing in securities involves risk and may result in partial or total loss of capital.
Always review the Privacy Policy, Cookie Policy, and Legal Disclaimer together with these terms before using portfolio, market insight, AI, or investment-related features.