Using Upogee
Upogee is a web-based financial product for tracking holdings, transactions, net worth and portfolio performance across multiple accounts. By creating an account or using the service, you agree to use the platform lawfully and responsibly.
Accounts and access
You are responsible for keeping your account credentials secure and for the activity that happens under your account. You must provide accurate information when registering and you may not use another person's account without permission.
Financial information disclaimer
Upogee provides portfolio organization, analytics and reporting tools. It does not provide investment advice, tax advice or a recommendation to buy or sell securities. You remain responsible for your decisions, records and regulatory obligations.
Availability and changes
We may improve, update or discontinue parts of the service over time. We aim to keep Upogee reliable, but we do not guarantee uninterrupted availability. If paid plans are introduced or changed, the applicable pricing and billing terms will be shown in-product or on the public site.
Acceptable use
You may not misuse the service, interfere with the platform, attempt unauthorized access, or use Upogee in a way that violates applicable law. We may suspend or terminate accounts that abuse the service or create security, legal or operational risk.
Contact
For legal, compliance or account questions related to these terms, contact Upogee through the support channels provided on the website. If you are evaluating Upogee for a business or advisory environment, please request review before relying on these terms for procurement.