Holdix
FeaturesSecurityLearnFAQ
Sign In
Get Started

Terms of Service

These terms of service govern your access to and use of Holdix. By using our platform, you agree to be bound by these terms and conditions. Please read them carefully before proceeding.

Last updated: March 15, 2026

On This Page

  • Use of the Service
  • User Accounts
  • Platform Features & Availability
  • Acceptable Use Policy
  • Intellectual Property
  • User Data and Ownership
  • Disclaimer
  • Limitation of Liability
  • Termination of Service
  • Changes to the Terms
  • Contact

Use of the Service

Holdix provides a web-based platform for portfolio tracking, financial analytics, and related tools. By accessing or using the service, you confirm that you meet the following conditions:

  • Eligibility

    You must be at least 18 years old or the age of majority in your jurisdiction to use the platform. By creating an account, you represent that you meet this requirement.

  • Accurate information

    You agree to provide truthful, accurate, and complete information when creating your account and using the platform. You are responsible for keeping your account details up to date.

  • Lawful use

    You agree to use Holdix only for lawful purposes and in compliance with all applicable local, national, and international laws and regulations.

  • No unauthorized access

    You may not attempt to gain unauthorized access to any part of the platform, other user accounts, or connected systems and infrastructure.

User Accounts

When you create an account on Holdix, you are responsible for maintaining the security and confidentiality of your login credentials. The following rules apply to all user accounts:

Account Responsibility

You are solely responsible for all activities that occur under your account. This includes actions taken by anyone who accesses your account with or without your permission.

Credential Security

You must keep your password, two-factor authentication codes, and any connected API keys secure. Do not share your login credentials with others. We strongly recommend enabling two-factor authentication for additional protection.

Unauthorized Access Notification

If you suspect unauthorized access to your account, you must notify us immediately through our contact page. Prompt reporting helps protect your data and the platform.

Account Suspension

We reserve the right to suspend or terminate accounts that violate these terms of service, engage in prohibited activities, or pose a risk to the security of the platform and other users.

Platform Features and Availability

Holdix provides tools for portfolio tracking, financial insights, asset management, and related analytics functionality. We are committed to delivering a reliable and evolving platform, but certain conditions apply:

  • Feature evolution

    Platform features, interfaces, and functionality may change over time as we improve the service. We may add, modify, or discontinue features with or without prior notice.

  • Service availability

    While we strive for high availability, the service may occasionally experience downtime due to scheduled maintenance, system updates, or unforeseen technical issues. We do not guarantee uninterrupted access.

  • Third-party integrations

    Certain features rely on third-party services such as exchange APIs and market data providers. The availability and accuracy of these integrations are subject to the respective third-party terms and conditions.

  • Beta features

    From time to time, we may offer beta or experimental features. These are provided as-is and may be changed or removed without notice.

Acceptable Use Policy

To maintain a safe and trustworthy platform for all users, the following activities are strictly prohibited when using Holdix:

Security Exploitation

Attempting to probe, scan, or exploit system vulnerabilities, bypass security measures, or interfere with the platform's infrastructure.

Unauthorized Access

Accessing or attempting to access other users' accounts, data, or any non-public areas of the platform without explicit authorization.

Malicious Content

Uploading, transmitting, or distributing viruses, malware, or any harmful or malicious content that could damage the platform or other users.

Illegal Activities

Using the platform in any way that violates applicable laws, regulations, or third-party rights, including money laundering, fraud, or data theft.

Automated Abuse

Using bots, scrapers, or automated tools to access the platform in ways not authorized by our API documentation or terms.

Interference

Taking any action that imposes an unreasonable load on the platform's infrastructure or disrupts the experience for other users.

Violation of this acceptable use policy may result in immediate account suspension or termination without prior notice.

Intellectual Property

The Holdix platform, including its website design, user interface, logos, graphics, content, software, and underlying technology, is owned by and proprietary to Holdix. All rights are reserved unless explicitly stated otherwise.

Platform Content

You may not copy, reproduce, distribute, modify, or create derivative works from any part of the platform's content, design, or technology without our prior written permission.

User Content

You retain ownership of the data and information you provide to Holdix, such as portfolio entries, asset details, and account information. By using the platform, you grant us a limited license to process and display this data solely to provide the service.

Trademarks

The Holdix name, logo, and related branding elements are trademarks of Holdix. You may not use these marks without our prior written consent.

User Data and Ownership

By submitting, uploading, or otherwise providing any data, content, or information (“User Data”) to the Platform, you grant the Platform a worldwide, perpetual, irrevocable, royalty-free, transferable, and sublicensable right and license to use, store, process, analyze, modify, and utilize such User Data for any lawful purpose related to the operation, improvement, and development of the Platform and its services.

To the maximum extent permitted by applicable law, you acknowledge and agree that you have no ownership or proprietary rights in any aggregated, anonymized, or processed data derived from your User Data, and you waive any claims against the Platform regarding the use of such data.

You further acknowledge that the Platform may retain and use User Data as necessary to comply with legal obligations, enforce agreements, and protect its legitimate business interests.

All User Data is stored using industry-standard security measures, including encryption, designed to protect its confidentiality and integrity.

Disclaimer

Holdix is a portfolio tracking and analytics tool designed to help you organize and visualize your financial holdings. It is important to understand the following:

Not financial advice. Holdix does not provide financial, investment, tax, or legal advice. The tools, data visualizations, and insights available on the platform are for informational purposes only and should not be interpreted as recommendations or professional guidance.

User responsibility. You are solely responsible for any financial decisions you make based on the information displayed on the platform. We strongly recommend consulting qualified financial professionals before making investment or financial decisions.

Data accuracy. While we strive to display accurate and up-to-date information, Holdix relies on third-party data sources for asset prices and market data. We do not guarantee the accuracy, completeness, or timeliness of this information.

As-is basis. The platform is provided on an "as is" and "as available" basis without warranties of any kind, whether express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, or non-infringement.

Limitation of Liability

To the fullest extent permitted by applicable law, Holdix and its operators, affiliates, and contributors shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of or inability to use the platform.

This includes, but is not limited to:

  • Financial losses or missed investment opportunities arising from information displayed on the platform

  • Data inaccuracies resulting from user input, third-party data sources, or synchronization errors

  • Temporary service interruptions, outages, or downtime whether planned or unplanned

  • Loss of data resulting from account deletion, system failures, or circumstances beyond our control

  • Actions taken by third-party services or integrations connected through the platform

You acknowledge that you use the platform at your own risk and that Holdix's total liability for any claims related to the service shall not exceed the amount you have paid to Holdix in the twelve months preceding the claim.

Termination of Service

Both you and Holdix may terminate the service relationship under the following conditions:

Voluntary Account Closure

You may close your account at any time through the account settings page. Upon closure, your personal data, portfolio information, and connected credentials will be deleted in accordance with our privacy policy.

Termination by Holdix

We may suspend or terminate your account if you violate these terms of service, engage in prohibited activities, fail to comply with applicable laws, or if your use of the platform poses a risk to the service or other users.

Effect of Termination

Upon termination, your right to access and use the platform ceases immediately. Provisions of these terms that by their nature should survive termination will remain in effect, including intellectual property, disclaimer, and limitation of liability sections.

Changes to These Terms

We may update these terms of service from time to time to reflect changes in our platform, business practices, or legal requirements. When we make changes, we will update the "Last updated" date at the top of this page.

For significant changes that affect your rights or obligations, we will make reasonable efforts to notify you through in-app notifications or email. Your continued use of Holdix after any changes to these terms constitutes your acceptance of the updated service agreement.

We encourage you to review this page periodically to stay informed about the terms governing your use of the platform.

Contact Us

If you have any questions, concerns, or feedback regarding these terms of service or how they apply to your use of the platform, please reach out to us through our contact page. We are committed to addressing your inquiries in a timely and transparent manner.

Ready to Get Started?

We believe in clear, fair terms that protect both you and the platform. Start tracking your portfolio with confidence on Holdix.

Get Started Free
Try the Demo
Holdix

Your individual portrait of personal finances.

Product

  • Dashboard
  • Features
  • Security
  • Learn Center

Company

  • About
  • Contact
  • Changelog

Legal

  • Privacy Policy
  • Terms of Service
  • Cookie Policy

© 2026 Holdix. All rights reserved.